Strategy Inc (MSTR) vs Ubiquiti Inc. (UI)
UI leads on 7 of 12 compared metrics.
A side-by-side comparison of Strategy Inc and Ubiquiti Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 21, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
MSTR
Strategy Inc
$97.82TechnologyDelayed quote: Jul 20, 2026, 4:00 PM EDT
UI
Ubiquiti Inc.
$532.41TechnologyDelayed quote: Jul 20, 2026, 4:00 PM EDT
Total return — MSTR vs UI
growth of $100 · dividends reinvested · last 15yMSTR +736.1%UI +3237.0%UI compounded faster
MSTR UI
MSTR vs UI: by the numbers
- •UI is the larger company ($32.22B vs $29.06B market cap).
- •UI is profitable (30.43% net margin) while MSTR runs a net loss (-2519.39%).
- •UI grew revenue faster over the past five years (12.27% vs -0.07% CAGR).
- •UI pays a dividend (0.60% yield) while MSTR does not currently pay one.
Which is better, MSTR or UI?
Metric tally: MSTR 5 · UI 7It depends on what you're optimizing for:
GrowthUI(faster 5Y revenue CAGR)
QualityUI(higher ROIC)
Metrics side by side
Valuation
| Metric | MSTR | UI |
|---|---|---|
| P/E ratio | — | 34.22 |
| Forward P/E | 11.44● | 34.91 |
| P/S ratio | 66.60 | 10.42● |
| P/B ratio | 0.72● | 26.83 |
| PEG ratio | — | 0.34 |
| EV / EBITDA | 79.04 | 28.39● |
| FCF yield | 13.85%● | 2.33% |
Profitability
| Metric | MSTR | UI |
|---|---|---|
| Gross margin | 68.11%● | 46.02% |
| Operating margin | -1140.82% | 35.75%● |
| Net margin | -2519.39% | 30.43%● |
| ROE | -27.08% | 78.37%● |
| ROIC | -6.19% | 72.62%● |
Dividends
| Metric | MSTR | UI |
|---|---|---|
| Dividend yield | — | 0.60% |
| Payout ratio | — | 27.19% |
Growth (annualized)
| Metric | MSTR | UI |
|---|---|---|
| Revenue CAGR (5Y) | -0.07% | 12.27%● |
| EPS CAGR (5Y) | — | 15.17% |
| FCF CAGR (5Y) | — | 6.21% |
| Total return CAGR (5Y) | 14.28%● | 12.72% |
Frequently asked
- Which is better, MSTR or UI?
- It depends on your goal. growth: UI (faster 5Y revenue CAGR); quality: UI (higher ROIC). Across all compared metrics, UI leads 7 to 5.
- Which has grown faster, MSTR or UI?
- Over the past five years, UI grew revenue faster — MSTR at a -0.07% CAGR versus UI at 12.27%.
- Does MSTR or UI pay a bigger dividend?
- UI pays a dividend (0.60% yield) while MSTR does not currently pay one.
- Is MSTR or UI more profitable?
- UI runs the higher net margin — MSTR at -2519.39% versus UI at 30.43%.
- Which has been the better investment, MSTR or UI?
- Over the past 10-year, UI delivered the higher annualized total return — MSTR at 17.78% versus UI at 29.92%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Strategy P/E ratioUbiquiti P/E ratioStrategy dividend yieldUbiquiti dividend yieldStrategy ROEUbiquiti ROEStrategy operating marginUbiquiti operating marginStrategy revenue growthUbiquiti revenue growthStrategy free cash flowUbiquiti free cash flow
Strategy & Ubiquiti 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 July 21, 2026.