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MSTRStrategy Inc
$100.77$33.6B
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  4. Financial Ratios

Strategy Inc (MSTR) Financial Ratios

Latest Ratios: P/E Ratio -6.6x · EV/EBITDA N/A · ROE -11.6%. (1997–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MSTR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$33.6B$44.7B$55.8B$10.5B$1.6B$5.5B$3.8B$1.5B$1.5B$1.5B$2.3B
Enterprise Value$39.6B$50.7B$63.0B$12.7B$4.0B$7.6B$4.3B$1.1B$1.3B$1.1B$1.9B
P/E Ratio →-6.62——23.92———43.2163.9082.0624.67
P/S Ratio70.5193.61120.3321.083.2110.687.833.032.933.014.43
P/B Ratio0.580.883.064.83—5.576.802.902.752.574.12
P/FCF———————29.06385.7320.3921.00
P/OCF———823.09499.2458.1470.1724.20137.2419.3620.56

P/E links to full P/E history page with 30-year chart

MSTR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—106.14135.9125.538.0214.938.892.302.712.183.64
EV / EBITDA———————147.45175.5412.3514.45
EV / EBIT————————338.7414.9717.08
EV / FCF———————22.09356.6614.7417.29

MSTR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin68.7%68.7%72.1%77.8%79.4%82.0%81.1%79.4%80.0%80.8%81.9%
Operating Margin-1140.8%-1140.8%-399.8%-23.2%-255.5%-153.6%-2.8%-0.2%0.8%14.5%21.3%
Net Profit Margin-844.8%-844.8%-251.7%86.5%-294.4%-104.8%-1.6%7.1%4.5%3.6%18.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-11.6%-11.6%-11.4%48.2%-493.4%-69.9%-1.4%6.6%4.0%3.2%18.3%
ROA-9.2%-9.2%-7.6%12.0%-49.3%-21.3%-0.6%3.9%2.5%2.1%12.9%
ROIC-9.9%-9.9%-9.3%-2.7%-37.0%-27.9%-1.7%-0.3%1.0%34.3%52.5%
ROCE-12.6%-12.6%-12.4%-3.5%-47.8%-35.5%-1.5%-0.2%0.6%11.0%20.5%

MSTR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.160.160.401.04—2.281.030.20———
Debt / EBITDA———————13.62———
Net Debt / Equity—0.120.401.02—2.220.92-0.69-0.21-0.71-0.73
Net Debt / EBITDA———————-46.54-14.31-4.73-3.11
Debt / FCF———————-6.97-29.07-5.65-3.71
Interest Coverage-84.06-84.06-30.23-1.54-23.89-26.84-7.51————

MSTR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio5.625.620.710.830.830.860.952.793.014.663.69
Quick Ratio5.625.620.710.830.830.860.952.793.014.663.69
Cash Ratio5.055.050.110.140.140.200.212.102.233.653.18
Asset Turnover—0.010.020.100.210.140.330.530.580.540.67
Inventory Turnover———————————
Days Sales Outstanding—157.36142.71135.20138.38135.26149.92122.72125.69119.8059.21

MSTR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.3%0.9%—————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield———4.2%———2.3%1.6%1.2%4.1%
FCF Yield———————3.4%0.3%4.9%4.8%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%3.3%4.9%7.6%0.0%0.0%
Total Shareholder Yield1.3%0.9%0.0%0.0%0.0%0.0%3.3%4.9%7.6%0.0%0.0%
Shares Outstanding—$294M$193M$166M$113M$100M$97M$103M$114M$115M$115M

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Digital asset price volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Treasury Optionality

According to recent market data, MSTR trades at a P/S ratio of 57.59, a figure that significantly exceeds traditional software peers and suggests investors are pricing the company as a leveraged Bitcoin proxy rather than a conventional enterprise software provider with standard growth expectations.

The forward P/E of 1.72 appears to be a mathematical artifact of the company's unique accounting and treasury strategy rather than a reflection of operational earnings power. Investors should monitor whether this valuation premium remains sustainable as spot Bitcoin ETFs provide alternative, lower-risk vehicles for similar exposure.

Software Margins Obscured by Impairments

As reported in financial statements, the company maintains a gross margin of 67.1%, yet headline net margins remain deeply negative at -100.9%, illustrating that the firm's true earning power is currently masked by the non-cash impact of digital asset accounting and impairment charges.

The underlying software business appears to retain the high-margin characteristics typical of enterprise BI providers, but these are insufficient to offset the volatility introduced by the treasury strategy. Analysts should focus on the stability of subscription services revenue to gauge the health of the core operations independent of treasury-driven accounting noise.

Working Capital Strained by Operations

Based on reported figures, the company's DSO has fluctuated significantly, reaching 120 days in 2026Q1, which suggests that the firm's ability to convert software sales into cash is becoming increasingly inconsistent compared to historical benchmarks and broader industry standards for enterprise software.

The lack of consistent asset turnover data further complicates the assessment of operational efficiency, as management's focus has clearly shifted toward treasury management. This trend warrants further investigation into whether the sales force is being adequately incentivized to prioritize software growth over the firm's broader capital allocation objectives.

Debt Service Risk Remains Elevated

As evidenced by the interest coverage ratio of -8.19 in 2026Q1, the company's ability to service its debt obligations from operational cash flow appears increasingly precarious, highlighting a reliance on external capital markets rather than organic earnings to sustain its aggressive debt-funded asset acquisition strategy.

While the reported D/E ratio of 0.00 may appear conservative, it likely fails to capture the full face value of outstanding convertible notes, which could pose significant refinancing risks in a higher-rate environment. Investors should monitor the maturity profile of these instruments closely to assess potential solvency pressures.

Misapplied Metrics Obscure Treasury Reality

Data from recent filings suggests that the P/E ratio is the most commonly misapplied metric for this business model, as it fails to account for the massive non-cash impairment charges that distort earnings and render traditional valuation multiples largely irrelevant for assessing the firm's true operational health.

Instead of P/E, analysts should utilize a Net Asset Value (NAV) approach combined with a SaaS-equivalent valuation for the software segment to better capture the company's dual-nature. Relying on standard software valuation multiples risks ignoring the reflexive risks inherent in the firm's current capital allocation strategy.

Download Financial Ratios Data

Includes 30+ ratios · 29 years · Updated daily

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MSTR — Frequently Asked Questions

Quick answers to the most common questions about buying MSTR stock.

What is Strategy Inc's P/E ratio?

Strategy Inc's current P/E ratio is -6.6x. The historical average is 30.4x.

What is Strategy Inc's ROE?

Strategy Inc's return on equity (ROE) is -11.6%. The historical average is -19.4%.

Is MSTR stock overvalued?

Based on historical data, Strategy Inc is trading at a P/E of -6.6x. Compare with industry peers and growth rates for a complete picture.

What is Strategy Inc's dividend yield?

Strategy Inc's current dividend yield is 1.29%.

What are Strategy Inc's profit margins?

Strategy Inc has 68.7% gross margin and -1140.8% operating margin.