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.
MSTR
Strategy Inc
$99.13TechnologyDelayed quote: Aug 10, 2026, 11:00 AM EDT
TSEM
Tower Semiconductor Ltd.
$258.99TechnologyDelayed quote: Aug 10, 2026, 11:00 AM EDT
Total return — MSTR vs TSEM
growth of $100 · dividends reinvested · last 10yMSTR +501.4% (+19.7%/yr)TSEM +1574.3% (+32.6%/yr)TSEM compounded faster over this window
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
| Metric | MSTR | TSEM |
|---|---|---|
| P/E ratio | N/A | 117.44 |
| Forward P/E | N/A | 65.87 |
| P/S ratio | 68.89 | 17.80 |
| P/B ratio | 0.76 | 9.71 |
| EV / EBITDA | N/A | 53.67 |
| FCF yield | 33.00% | 1.22% |
Profitability
| Metric | MSTR | TSEM |
|---|---|---|
| Gross margin | 67.60% | 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)
| Metric | MSTR | TSEM |
|---|---|---|
| Revenue CAGR (5Y) | -0.34% | 4.32% |
| EPS CAGR (5Y) | N/A | 20.67% |
| 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.
Go deeper
Dig into the metrics
Tower Semiconductor P/E ratioStrategy ROETower Semiconductor ROEStrategy operating marginTower Semiconductor operating marginStrategy revenue growthTower Semiconductor revenue growthStrategy free cash flowTower Semiconductor free cash flow
Strategy & Tower Semiconductor 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 August 10, 2026.