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MSTR Strategy Inc

Technology

130.51 Close 10/30
Since 2024-12-02 -65.7%
Open
131.70
High
134.51
Low
124.06
Prev close
141.62
Volume
32.7M
Amplitude
7.38%
P/E
4.8
P/B
0.8
Revenue YoY (TTM)
+4.3%
52W 81.81 276.32

Is Strategy Inc a buy? Fundamentals and valuation first

As of 2026-10-30

Valuation: Cheap, Quality: Strong, Risk / liquidity: Good; Growth: Weak.

Valuation Cheap Free-cash-flow yield is Top; Price / book is Fair.
TTM P/E 4.8 13th percentile Cheap
Price / book 0.76 24th percentile Fair
Free-cash-flow yield (%) 14.57 88th percentile Top
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Strong All 3 indicators are Top.
ROE, TTM (%) 26.12 86th percentile Top
Operating margin, TTM (%) 6,728.08 100th percentile Top
FCF margin, TTM (%) 1,529.18 99th percentile Top
Quality Factor Investing: A US Quality Value Backtest
Growth Weak Revenue growth, TTM YoY is Average; Diluted EPS growth, TTM YoY is Lagging.
Revenue growth, TTM YoY (%) 4.25 46th percentile Average
Diluted EPS growth, TTM YoY (%) -247.72 8th percentile Lagging
Momentum Neutral 60-day return is Top, but 240-day return is Average.
60-day return (%) 34.75 96th percentile Top
240-day return (%) -34.66 24th percentile Average
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Good 20-day dollar volume is Top, but 60-day annualized volatility is Average.
20-day dollar volume 2,698,871,971 100th percentile Top
60-day annualized volatility (%) 88.94 79th percentile Average
Factor Investing Explained: 10 Classic Factors in US Stocks

Strategy Inc (MSTR) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From Strategy Inc to every stock like it

AI finds several complementary traits of Strategy Inc across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Strategy Inc

Strategy Inc (MSTR) peers and tracking

Watchlist

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Strategy Inc (MSTR) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

EPS surprise beat

Active · now 121.64%

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest
19 historical occurrences (since 2015-01-26)

Average forward return after EPS surprise beat

20-day: Win 46.7%, Sample 15, Median -2.55%, Excess -3.94%, Beat mkt rate 53.3%

60-day: Win 40%, Sample 15, Median -1.91%, Excess -3.1%, Beat mkt rate 53.3%

120-day: Win 40%, Sample 15, Median -1.82%, Excess -10.75%, Beat mkt rate 33.3%

120 days after: historical avg -7.59%

20-day -3.59%
60-day -1.53%
120-day -7.59%
20-day
60-day
120-day
Win
46.7%
40%
40%
Sample
15
15
15
Median
-2.55%
-1.91%
-1.82%
Excess
-3.94%
-3.1%
-10.75%
Beat mkt rate
53.3%
53.3%
33.3%

Over 15 occurrences, 120-day forward avg declined 7.59%, lagged the market by 10.75 pts; win rate 40%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 You are here0Insufficient data
20-40 40+456.3% +425.2% 100% +400.4%
40-60 40+442.4% +392.7% 100% +389.9%
60-80 28Insufficient data
80-100 96+569% +502.5% 100% +505.6%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 4.80, placing it in the 0.0 own-history percentile, inside the 0-20 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
Insufficient data
(9d)
+96.7%
Win rate 93.7% Excess +70.9%
111d
+245.9%
Win rate 93.2% Excess +215.6%
162d
60-day momentum down
Insufficient data
(13d)
Insufficient data
(24d)
Insufficient data
(0d)

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

12 times historically; 60-day forward avg +36.46%, win rate 50%, beating the market by +33.07 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

17 times historically; 60-day forward avg +56.66%, win rate 62.5%, beating the market by +51.25 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.