VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Technical Scanner
RSI, Moving averages & volume momentum signals
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
Minervini — VCPContraction bases in Stage 2 uptrends
Minervini — Trend TemplateFull 8-rule Stage 2 screen
O'Neil — Cup with HandleBase breakouts with RS leadership
O'Neil — CANSLIM LeadersGrowth leaders with RS ≥ 85
Qullamaggie — High Tight FlagsPower plays after a large advance
Qullamaggie — Momentum Leaders1/3/6-month strength leaders
Livermore — Pivotal PointsMulti-touch resistance breakouts
View All Playbooks...
Breakouts
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
Breakouts
WatchlistPricing
Ctrl K
Pricing
MSTR
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsCompareWatchlist
MSTRStrategy Inc
$162.20$53.7B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. MSTR
  4. Financial Ratios

Strategy Inc (MSTR) Financial Ratios

Latest Ratios: P/E Ratio -10.7x · EV/EBITDA N/A · ROE -11.6%. (1997–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MSTR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$53.7B$44.7B$55.8B$10.5B$1.6B$5.5B$3.8B$1.5B$1.5B$1.5B$2.3B
Enterprise Value$59.6B$50.7B$63.0B$12.7B$4.0B$7.6B$4.3B$1.1B$1.3B$1.1B$1.9B
P/E Ratio →-10.65——23.92———43.2163.9082.0624.67
P/S Ratio112.4393.61120.3321.083.2110.687.833.032.933.014.43
P/B Ratio0.930.883.064.83—5.576.802.902.752.504.12
P/FCF———————29.06385.7320.3921.00
P/OCF———823.09499.2458.1470.1724.20137.2419.3620.56

P/E links to full P/E history page with 30-year chart

MSTR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—106.14135.9125.538.0214.938.892.302.712.183.64
EV / EBITDA———————147.45175.5412.3514.45
EV / EBIT——————74.87—338.7414.9717.08
EV / FCF———————22.09356.6614.7417.29

MSTR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin68.7%68.7%72.1%77.8%79.4%82.0%81.1%79.4%80.0%80.8%81.9%
Operating Margin-1140.8%-1140.8%-399.8%-23.2%-255.5%-153.6%-2.8%-0.2%0.8%14.5%21.3%
Net Profit Margin-844.8%-844.8%-251.7%86.5%-294.4%-104.8%-1.6%7.1%4.5%3.6%18.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-11.6%-11.6%-11.4%48.2%-493.4%-69.9%-1.4%6.6%4.0%3.1%18.3%
ROA-9.2%-9.2%-7.6%12.0%-49.3%-21.3%-0.6%3.9%2.5%2.1%12.9%
ROIC-9.9%-9.9%-9.3%-2.7%-37.0%-27.9%-1.7%-0.3%1.0%32.7%52.5%
ROCE-12.6%-12.6%-12.4%-3.5%-47.8%-35.5%-1.5%-0.2%0.6%11.0%20.5%

MSTR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.160.160.401.04—2.281.030.20———
Debt / EBITDA———————13.62———
Net Debt / Equity—0.120.401.02—2.220.92-0.69-0.21-0.69-0.73
Net Debt / EBITDA———————-46.54-14.31-4.73-3.11
Debt / FCF———————-6.97-29.07-5.65-3.71
Interest Coverage-84.06-84.06-30.23-1.54-23.89-26.8431.46————

MSTR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio5.625.620.710.830.830.860.952.793.014.663.69
Quick Ratio5.625.620.710.830.830.860.952.793.014.663.69
Cash Ratio5.055.050.110.140.140.200.212.102.233.653.18
Asset Turnover—0.010.020.100.210.140.330.530.580.540.67
Inventory Turnover———————————
Days Sales Outstanding—157.36142.71135.20138.38135.26149.92122.72125.69119.8059.21

MSTR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.8%0.9%—————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield———4.2%———2.3%1.6%1.2%4.1%
FCF Yield———————3.4%0.3%4.9%4.8%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%3.3%4.9%7.6%0.0%0.0%
Total Shareholder Yield0.8%0.9%0.0%0.0%0.0%0.0%3.3%4.9%7.6%0.0%0.0%
Shares Outstanding—$294M$193M$166M$113M$100M$97M$103M$114M$115M$115M

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Bitcoin price volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium to NAV Drives Valuation

MSTR trades at 68.2x sales and a forward P/E of 26.6, but the software business is secondary; the market prices the Bitcoin treasury at a premium, as per recent filings.

The P/B of 0.57 suggests the market values the company below its book value, which is dominated by digital assets, implying a discount to the stated NAV. However, the forward P/E of 26.6 indicates expectations of normalized earnings, likely from Bitcoin appreciation under new accounting rules. The premium to NAV is the key driver, and its sustainability depends on capital markets access and Bitcoin's trajectory.

Impairments Distort Software Margins

Gross margin is stable at 66.6%, but operating and net margins are deeply negative (-68.1% and -67.2%) due to non-cash digital asset impairments, as reported in Q2 2026.

The software business appears profitable on a cash basis, but headline margins are meaningless for operational assessment. The gross margin decline from 74% to 66.6% over two years reflects the cloud transition, yet the extreme negative operating margins are driven by Bitcoin mark-to-market losses. Investors should focus on subscription revenue growth and cash flow from operations to gauge the underlying software health.

Returns Swing with Bitcoin Prices

ROIC swung from 21.0% in 2025Q2 to -12.2% in 2026Q2, as per financial statements, indicating returns are driven by digital asset gains/losses, not software operations.

The volatility in ROIC, ROE, and ROA is extreme, with ROE ranging from 23.9% to -25.9% over the past year. This suggests the company is not compounding returns on invested capital in a traditional sense; instead, returns are a function of Bitcoin price movements. The capital base is largely digital assets, so traditional return metrics are misleading for assessing management's capital allocation skill.

Working Capital Metrics Misleading

DSO has risen to 91 days in 2026Q2 from 83 days a year earlier, while DPO fell to 89 days, as per ratio data, but these metrics are secondary to Bitcoin holdings.

The cash conversion cycle is not calculable due to missing DIO, but the DSO increase suggests slower collections, possibly due to enterprise software contracts. However, the company's efficiency is better measured by its ability to issue equity at a premium to NAV to acquire Bitcoin accretively. The asset turnover is near zero, reflecting the massive balance sheet dominated by digital assets, making traditional efficiency ratios irrelevant.

Debt Metrics Understate True Leverage

Reported D/E is 0.15, but the company has billions in convertible notes, as per balance sheet data, suggesting the metric may not capture the full leverage picture.

The interest coverage ratio is negative in most quarters, indicating that operating income is insufficient to cover interest expenses, but this is due to impairments. The actual cash interest burden is manageable given the low coupon convertibles, but refinancing risk exists if Bitcoin prices fall and equity issuance becomes less accretive. Investors should monitor the effective leverage relative to the market value of Bitcoin holdings.

Liquidity Buffer Appears Adequate

Current ratio is 5.39 in 2026Q2, up from 0.66 a year earlier, as per ratio data, but this is misleading given negative operating cash flow.

The high current ratio is driven by a large cash balance ($1.7B) relative to current liabilities, but the company's operating cash flow is negative, and it relies on capital markets for funding. Under stress, if Bitcoin prices decline and equity issuance becomes dilutive, liquidity could deteriorate quickly. The quick ratio equals the current ratio, indicating no inventory dependence, but the real liquidity risk is the mark-to-market on digital assets.

Hybrid Peer Group Shows Divergence

MSTR's P/B of 0.57 is below Coinbase's 2.91 and Marathon's 1.15, as per peer data, but its negative margins align with miners, reflecting its Bitcoin proxy nature.

Compared to software peers, MSTR's valuation is untethered from fundamentals, but compared to digital asset proxies, it trades at a discount to book. The negative ROE and net margins are similar to miners like MARA and RIOT, but MSTR's access to capital markets and software cash flows differentiate it. The peer comparison highlights that MSTR is neither a pure software nor a pure miner, making traditional ratio analysis challenging.

P/E Misapplied to Bitcoin Treasury

The P/E ratio is commonly misapplied to MSTR because earnings are distorted by non-cash impairments; a better metric is premium to NAV or Bitcoin yield, as per analyst consensus.

The negative P/E and forward P/E are meaningless for a company whose earnings are driven by Bitcoin price swings. The market should focus on the ratio of Bitcoin holdings per share and the premium to NAV, which reflects the market's valuation of the treasury strategy. The 'Bitcoin Yield' is a non-GAAP metric that management uses to show accretion, but it should be scrutinized for sustainability.

Download Financial Ratios Data

Includes 30+ ratios · 29 years · Updated daily

Consensus & Technical Research Suite
Open MSTR Terminal

MSTR Chart Terminal

WASM

Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.

Launch Terminal

Live Breakouts Feed

LIVE

High-probability breakout stocks crossing their pivot across 5 pattern engines.

Explore Setups

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

MSTR — Frequently Asked Questions

Quick answers to the most common questions about buying MSTR stock.

What is Strategy Inc's P/E ratio?

Strategy Inc's current P/E ratio is -10.7x. The historical average is 30.4x.

What is Strategy Inc's ROE?

Strategy Inc's return on equity (ROE) is -11.6%. The historical average is -19.4%.

Is MSTR stock overvalued?

Based on historical data, Strategy Inc is trading at a P/E of -10.7x. Compare with industry peers and growth rates for a complete picture.

What is Strategy Inc's dividend yield?

Strategy Inc's current dividend yield is 0.80%.

What are Strategy Inc's profit margins?

Strategy Inc has 68.7% gross margin and -1140.8% operating margin.