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).

Compare

Total return — BESIY vs MSTR

growth of $100 · last 28y
BESIY +6404.9%MSTR +1458.9%BESIY compounded faster
02k4k6k8kStart $10020032008201320182023$6,505$1,559
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 7

It depends on what you're optimizing for:

GrowthBESIY(faster 5Y revenue CAGR)
QualityBESIY(higher ROIC)

Metrics side by side

Valuation

MetricBESIYMSTR
P/E ratio143.97
Forward P/E49.521.72
P/S ratio34.4756.04
P/B ratio48.310.60
EV / EBITDA93.8468.46
FCF yield0.93%16.45%

Profitability

MetricBESIYMSTR
Gross margin61.45%68.11%
Operating margin31.28%-1140.82%
Net margin24.00%-2519.39%
ROE33.63%-27.08%
ROIC14.73%-6.19%

Dividends

MetricBESIYMSTR
Dividend yield0.57%
Payout ratio98.31%

Growth (annualized)

MetricBESIYMSTR
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.

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.