BE Semiconductor Industries N.V. (BESIY) vs Strategy Inc (MSTR)
BESIY and MSTR are evenly matched — 7 metrics each of 14.
A side-by-side comparison of BE Semiconductor Industries N.V. and Strategy Inc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 27, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
BESIY
BE Semiconductor Industries N.V.
$321.34Technology
MSTR
Strategy Inc
$82.31Technology
Total return — BESIY vs MSTR
growth of $100 · last 28yBESIY +6404.9%MSTR +1458.9%BESIY compounded faster
BESIY MSTR
BESIY vs MSTR: by the numbers
- •BESIY is the larger company ($25.45B vs $24.45B market cap).
- •BESIY is profitable (24.00% net margin) while MSTR runs a net loss (-2519.39%).
- •BESIY grew revenue faster over the past five years (5.43% vs -0.07% CAGR).
- •BESIY pays a dividend (0.57% yield) while MSTR does not currently pay one.
Which is better, BESIY or MSTR?
Metric tally: BESIY 7 · MSTR 7It depends on what you're optimizing for:
GrowthBESIY(faster 5Y revenue CAGR)
QualityBESIY(higher ROIC)
Metrics side by side
Valuation
| Metric | BESIY | MSTR |
|---|---|---|
| P/E ratio | 143.97 | — |
| Forward P/E | 49.52 | 1.72● |
| P/S ratio | 34.47● | 56.04 |
| P/B ratio | 48.31 | 0.60● |
| EV / EBITDA | 93.84 | 68.46● |
| FCF yield | 0.93% | 16.45%● |
Profitability
| Metric | BESIY | MSTR |
|---|---|---|
| Gross margin | 61.45% | 68.11%● |
| Operating margin | 31.28%● | -1140.82% |
| Net margin | 24.00%● | -2519.39% |
| ROE | 33.63%● | -27.08% |
| ROIC | 14.73%● | -6.19% |
Dividends
| Metric | BESIY | MSTR |
|---|---|---|
| Dividend yield | 0.57% | — |
| Payout ratio | 98.31% | — |
Growth (annualized)
| Metric | BESIY | MSTR |
|---|---|---|
| Revenue CAGR (5Y) | 5.43%● | -0.07% |
| EPS CAGR (5Y) | -3.31% | 73.47%● |
| FCF CAGR (5Y) | 8.01% | 132.62%● |
| Total return CAGR (5Y) | 34.62%● | 8.39% |
Frequently asked
- Which is better, BESIY or MSTR?
- It depends on your goal. growth: BESIY (faster 5Y revenue CAGR); quality: BESIY (higher ROIC). Across all compared metrics, they are evenly matched.
- Which has grown faster, BESIY or MSTR?
- Over the past five years, BESIY grew revenue faster — BESIY at a 5.43% CAGR versus MSTR at -0.07%.
- Does BESIY or MSTR pay a bigger dividend?
- BESIY pays a dividend (0.57% yield) while MSTR does not currently pay one.
- Is BESIY or MSTR more profitable?
- BESIY runs the higher net margin — BESIY at 24.00% versus MSTR at -2519.39%.
- Which has been the better investment, BESIY or MSTR?
- Over the past 10-year, BESIY delivered the higher annualized total return — BESIY at 42.18% versus MSTR at 16.87%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
BE Semiconductor Industries P/E ratioStrategy P/E ratioBE Semiconductor Industries dividend yieldStrategy dividend yieldBE Semiconductor Industries ROEStrategy ROEBE Semiconductor Industries operating marginStrategy operating marginBE Semiconductor Industries revenue growthStrategy revenue growthBE Semiconductor Industries free cash flowStrategy free cash flow
BE Semiconductor Industries & Strategy appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 27, 2026.