Which has grown faster, MSTR or TSEM?

Over the past five years, TSEM grew revenue faster — MSTR at a -0.07% CAGR versus TSEM at 4.32%.

Is MSTR or TSEM more profitable?

TSEM runs the higher net margin — MSTR at -2519.39% versus TSEM at 15.13%.

Which has been the better investment, MSTR or TSEM?

Over the past 10-year, TSEM delivered the higher annualized total return — MSTR at 18.45% versus TSEM at 36.79%. Past performance doesn't predict future results.

Strategy Inc (MSTR) vs Tower Semiconductor Ltd. (TSEM)

MSTR leads on 7 of 13 compared metrics.

A side-by-side comparison of Strategy Inc and Tower Semiconductor Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Tower Semiconductor Ltd.

$30.77B

$275.32Technology

Total return — MSTR vs TSEM

growth of $100 · last 28y

MSTR +1682.8%TSEM +129.4%MSTR compounded faster

Log scale — wide-divergence pair

MSTR TSEM

MSTR vs TSEM: by the numbers

•TSEM is the larger company ($30.77B vs $27.96B market cap).
•TSEM is profitable (15.13% net margin) while MSTR runs a net loss (-2519.39%).
•TSEM grew revenue faster over the past five years (4.32% vs -0.07% CAGR).

Which is better, MSTR or TSEM?

Metric tally: MSTR 7 · TSEM 6

It depends on what you're optimizing for:

GrowthTSEM(faster 5Y revenue CAGR)

QualityTSEM(higher ROIC)

Metrics side by side

Valuation

Metric	MSTR	TSEM
P/E ratio	—	128.06
Forward P/E	1.97●	82.38
P/S ratio	64.08	19.41●
P/B ratio	0.69●	10.58
PEG ratio	—	11.15
EV / EBITDA	—	53.99
FCF yield	14.39%●	1.04%

Profitability

Metric	MSTR	TSEM
Gross margin	68.11%●	24.77%
Operating margin	94.21%●	13.93%
Net margin	-2519.39%	15.13%●
ROE	-27.08%	8.25%●
ROIC	-6.19%	5.73%●

Growth (annualized)

Metric	MSTR	TSEM
Revenue CAGR (5Y)	-0.07%	4.32%●
EPS CAGR (5Y)	73.47%●	20.67%
FCF CAGR (5Y)	132.62%●	44.05%
Total return CAGR (5Y)	10.10%	56.81%●

Frequently asked

Which is better, MSTR or TSEM?: It depends on your goal. growth: TSEM (faster 5Y revenue CAGR); quality: TSEM (higher ROIC). Across all compared metrics, MSTR leads 7 to 6.
Which has grown faster, MSTR or TSEM?: Over the past five years, TSEM grew revenue faster — MSTR at a -0.07% CAGR versus TSEM at 4.32%.
Is MSTR or TSEM more profitable?: TSEM runs the higher net margin — MSTR at -2519.39% versus TSEM at 15.13%.
Which has been the better investment, MSTR or TSEM?: Over the past 10-year, TSEM delivered the higher annualized total return — MSTR at 18.45% versus TSEM at 36.79%. Past performance doesn't predict future results.

Go deeper

Full MSTR analysis Full TSEM analysis Interactive comparison tool

Dig into the metrics

Strategy P/E ratio Tower Semiconductor P/E ratio Strategy dividend yield Tower Semiconductor dividend yield Strategy ROE Tower Semiconductor ROE Strategy operating margin Tower Semiconductor operating margin Strategy revenue growth Tower Semiconductor revenue growth Strategy free cash flow Tower Semiconductor free cash flow

Strategy & Tower Semiconductor appear in these rankings

Highest Operating Margin Stocks Highest FCF Yield Stocks Best 10-Year Total Return Stocks

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 25, 2026.