Strategy Inc (MSTR) Return on Equity (ROE): -27.08%
Is Strategy Inc’s return on equity (ROE) high or low?
Strategy Inc's return on equity (ROE) of -27.08% is 149% below its 5-year average of 55.52%, near the low end of its 5-year range (-54.70%–383.64%).
As of Thursday, June 25, 2026. 278.74% below its 12-month average of -7.15%.
MSTR Return on Equity (ROE) Chart
Reported annual fiscal-period values; no daily interpolation.
MSTR Average Return on Equity (ROE) Chart
MSTR Current vs Average Return on Equity (ROE) Chart
MSTR Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
-27.08%
RETURN ON EQUITY (ROE) AVG TTM
-7.15%
RETURN ON EQUITY (ROE) AVG 3Y
97.29%
RETURN ON EQUITY (ROE) AVG 5Y
55.52%
RETURN ON EQUITY (ROE) AVG 10Y
35.20%
RETURN ON EQUITY (ROE) AVG 15Y
9.78%
RETURN ON EQUITY (ROE) AVG 20Y
18.30%
CURRENT VS TTM AVG
-278.74%
CURRENT VS 3Y AVG
-127.83%
CURRENT VS 5Y AVG
-148.78%
CURRENT VS 10Y AVG
-176.94%
CURRENT VS 15Y AVG
-377.01%
CURRENT VS 20Y AVG
-247.97%
MSTR Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Strategy Inc (MSTR) | $27.96B | -27.08% | -7.15% | 97.29% | 55.52% |
| Teledyne Technologies Incorporated (TDY)vs › | $28.36B | 8.72% | 8.54% | 9.09% | 9.11% |
| Everpure, Inc (PSTG)vs › | $28.49B | 15.69% | 10.59% | 8.45% | 2.96% |
| Twilio Inc. (TWLO)vs › | $28.59B | 1.34% | -0.47% | -5.82% | -6.28% |
| Fair Isaac Corporation (FICO)vs › | $26.45B | -37.34% | -45.31% | -49.90% | -80.27% |
| Splunk Inc. (SPLK)vs › | $26.44B | 35.61% | 143.52% | -92.76% | -67.66% |
| Entegris, Inc. (ENTG)vs › | $26.11B | 6.53% | 6.95% | 6.42% | 11.82% |
| Fiserv, Inc. (FISV)vs › | $25.70B | 12.21% | 12.53% | 10.89% | 8.47% |
| NetApp, Inc. (NTAP)vs › | $30.48B | 94.45% | 104.25% | 101.11% | 103.81% |
| Tower Semiconductor Ltd. (TSEM)vs › | $30.77B | 8.25% | 7.71% | 12.68% | 10.94% |
Return Analysis
ROE
-27.1%
ROA
-22.8%
Strategy Inc Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Strategy Inc Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Strategy Inc (MSTR)?
- The return on equity (ROE) for MSTR stock is -27.08%.
- Is Strategy Inc's return on equity (ROE) high or low?
- Strategy Inc's return on equity (ROE) of -27.08% is 149% below its 5-year average of 55.52%, near the low end of its 5-year range (-54.70%–383.64%).
- What is the TTM average return on equity (ROE) for Strategy Inc (MSTR)?
- The TTM average return on equity (ROE) for MSTR stock is -7.15%.
- What is the 3Y average return on equity (ROE) for Strategy Inc (MSTR)?
- The 3Y average return on equity (ROE) for MSTR stock is 97.29%.
- What is the 5Y average return on equity (ROE) for Strategy Inc (MSTR)?
- The 5Y average return on equity (ROE) for MSTR stock is 55.52%.
- What is the 10Y average return on equity (ROE) for Strategy Inc (MSTR)?
- The 10Y average return on equity (ROE) for MSTR stock is 35.20%.
- What is the 15Y average return on equity (ROE) for Strategy Inc (MSTR)?
- The 15Y average return on equity (ROE) for MSTR stock is 9.78%.
- What is the 20Y average return on equity (ROE) for Strategy Inc (MSTR)?
- The 20Y average return on equity (ROE) for MSTR stock is 18.30%.
Strategy Inc Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | -7.90% |
| 2024-12-31 | -6.40% |
| 2023-12-31 | 19.82% |
| 2022-12-31 | 383.64% |
| 2021-12-31 | -54.70% |
| 2020-12-31 | -1.36% |
| 2019-12-31 | 6.76% |
| 2018-12-31 | 4.25% |
| 2017-12-31 | 3.08% |
| 2016-12-31 | 16.70% |
| 2015-12-31 | 23.27% |
| 2014-12-31 | 1.55% |
| 2013-12-31 | 26.85% |
| 2012-12-31 | 10.26% |
| 2011-12-31 | 10.62% |
| 2010-12-31 | 29.36% |
| 2009-12-31 | 34.93% |
| 2008-12-31 | 30.30% |
| 2007-12-31 | 56.58% |
| 2006-12-31 | 53.23% |
| 2005-12-31 | 35.82% |
| 2004-12-31 | 69.96% |
| 2003-12-31 | -8.80% |
| 2002-12-31 | -110.46% |
| 2001-12-31 | 116.60% |
| 2000-12-31 | -1158.87% |
| 1999-12-31 | -33.14% |
| 1998-12-31 | -5.97% |
| 1997-12-31 | 221.25% |
Related Metrics
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