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).

Compare

Total returnMSTR vs UI

growth of $100 · dividends reinvested · last 15y
MSTR +736.1%UI +3237.0%UI compounded faster
02k4k6kStart $10020142017202020232026$836$3,337
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 7

It depends on what you're optimizing for:

GrowthUI(faster 5Y revenue CAGR)
QualityUI(higher ROIC)

Metrics side by side

Valuation

MetricMSTRUI
P/E ratio34.22
Forward P/E11.4434.91
P/S ratio66.6010.42
P/B ratio0.7226.83
PEG ratio0.34
EV / EBITDA79.0428.39
FCF yield13.85%2.33%

Profitability

MetricMSTRUI
Gross margin68.11%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

MetricMSTRUI
Dividend yield0.60%
Payout ratio27.19%

Growth (annualized)

MetricMSTRUI
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.

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.