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

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 August 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnMSTR vs TSEM

growth of $100 · dividends reinvested · last 10y
MSTR +501.4% (+19.7%/yr)TSEM +1574.3% (+32.6%/yr)TSEM compounded faster over this window
01k2kStart $10020182020202220242026$601$1,674
MSTR TSEM

MSTR vs TSEM: by the numbers

  • MSTR is the larger company ($32.79B vs $29.22B market cap).
  • TSEM is profitable (15.13% net margin) while MSTR runs a net loss (-6102.96%).
  • TSEM grew revenue faster over the past five years (4.32% vs -0.34% CAGR).

Metrics side by side

Valuation

MetricMSTRTSEM
P/E ratioN/A117.44
Forward P/EN/A65.87
P/S ratio68.8917.80
P/B ratio0.769.71
EV / EBITDAN/A53.67
FCF yield33.00%1.22%

Profitability

MetricMSTRTSEM
Gross margin67.60%24.77%
Operating margin-8.57%13.93%
Net margin-6102.96%15.13%
ROE-67.10%8.25%
ROIC-0.05%5.73%

Growth (annualized)

MetricMSTRTSEM
Revenue CAGR (5Y)-0.34%4.32%
EPS CAGR (5Y)N/A20.67%
Total return CAGR (5Y)5.96%53.80%

Frequently asked

Which has grown faster, MSTR or TSEM?
Over the past five years, TSEM grew revenue faster — MSTR at a -0.34% CAGR versus TSEM at 4.32%.
Is MSTR or TSEM more profitable?
TSEM runs the higher net margin — MSTR at -6102.96% versus TSEM at 15.13%.
How have MSTR and TSEM total returns compared?
Over the past 10 years, MSTR delivered 19.64% and TSEM delivered 32.44% annualized total return. 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 August 10, 2026.