Strategy Inc (MSTR) Performance:-75.06%(TTM)
The total return for Strategy Inc (MSTR) stock is -75.06% over the past 12 months vs. +22.78% for the S&P 500. So far it's up -38.05% this year. Includes price appreciation + reinvested dividends.
Strategy Inc (MSTR) Compound Annual Growth Rates (CAGR) Summary
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (75.06%) | +41.89% | +10.10% | +18.45% | +12.65% | +12.27% |
| Total Return CAGR | (75.06%) | +41.89% | +10.10% | +18.45% | +12.65% | +12.27% |
| Revenue CAGR | +6.79% | (0.77%) | (0.07%) | (0.68%) | +0.10% | +2.88% |
| Net Income CAGR | +429.24% | +425.29% | +425.29% | +56.55% | +40.86% | +26.63% |
| EPS CAGR | +74.33% | +74.33% | +73.47% | +15.55% | +15.75% | +11.49% |
| Free Cash Flow CAGR | +132.62% | +132.62% | +132.62% | +41.74% | +34.34% | +21.01% |
| Operating Cash Flow CAGR | - | (64.50%) | (26.63%) | (22.64%) | (19.08%) | (12.37%) |
| Dividends CAGR | - | - | - | - | - | - |
CAGR Trends History
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
MSTR Total Return CAGR Chart
Strategy Inc (MSTR)
Annual Total Returns Comparison
| Year | Start Value | End Value | MSTR Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2877.84 | 1782.77 | (38.05%) | +8.62% | (46.67%) |
| 2025 | 5485.23 | 2877.84 | (47.53%) | +17.72% | (65.25%) |
| 2024 | 1196.21 | 5485.23 | +358.55% | +24.89% | +333.66% |
| 2023 | 268.18 | 1196.21 | +346.05% | +26.19% | +319.86% |
| 2022 | 1031.25 | 268.18 | (73.99%) | (18.17%) | (55.82%) |
| 2021 | 735.80 | 1031.25 | +40.15% | +28.74% | +11.41% |
| 2020 | 270.08 | 735.80 | +172.44% | +18.37% | +154.07% |
| 2019 | 242.05 | 270.08 | +11.58% | +31.22% | (19.64%) |
| 2018 | 248.67 | 242.05 | (2.67%) | (4.56%) | +1.89% |
| 2017 | 373.86 | 248.67 | (33.49%) | +21.70% | (55.19%) |
About Strategy Inc
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Phong Le