GLOBALFOUNDRIES Inc. (GFS) vs Strategy Inc (MSTR)

GFS leads on 7 of 11 compared metrics.

A side-by-side comparison of GLOBALFOUNDRIES Inc. and Strategy Inc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total returnGFS vs MSTR

growth of $100 · dividends reinvested · last 5y
GFS +22.6%MSTR +33.0%MSTR compounded faster
0200400600Start $10020222023202420252026$123$133
GFS MSTR

GFS vs MSTR: by the numbers

  • GFS is the larger company ($31.17B vs $29.06B market cap).
  • GFS is profitable (11.37% net margin) while MSTR runs a net loss (-2519.39%).
  • GFS grew revenue faster over the past five years (6.81% vs -0.07% CAGR).
  • GFS pays a dividend (0.21% yield) while MSTR does not currently pay one.

Which is better, GFS or MSTR?

Metric tally: GFS 7 · MSTR 4

It depends on what you're optimizing for:

GrowthGFS(faster 5Y revenue CAGR)
QualityGFS(higher ROIC)

Metrics side by side

Valuation

MetricGFSMSTR
P/E ratio40.87
Forward P/E30.0011.44
P/S ratio4.6666.60
P/B ratio2.730.72
EV / EBITDA15.0379.04
FCF yield3.37%13.85%

Profitability

MetricGFSMSTR
Gross margin26.40%68.11%
Operating margin12.08%-1140.82%
Net margin11.37%-2519.39%
ROE6.65%-27.08%
ROIC5.20%-6.19%

Dividends

MetricGFSMSTR
Dividend yield0.21%
Payout ratio7.55%

Growth (annualized)

MetricGFSMSTR
Revenue CAGR (5Y)6.81%-0.07%
FCF CAGR (5Y)45.78%
Total return CAGR (5Y)14.28%

Frequently asked

Which is better, GFS or MSTR?
It depends on your goal. growth: GFS (faster 5Y revenue CAGR); quality: GFS (higher ROIC). Across all compared metrics, GFS leads 7 to 4.
Which has grown faster, GFS or MSTR?
Over the past five years, GFS grew revenue faster — GFS at a 6.81% CAGR versus MSTR at -0.07%.
Does GFS or MSTR pay a bigger dividend?
GFS pays a dividend (0.21% yield) while MSTR does not currently pay one.
Is GFS or MSTR more profitable?
GFS runs the higher net margin — GFS at 11.37% versus MSTR at -2519.39%.

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 July 20, 2026.