C-P-N vs MSTR

Comparison between Citigroup Capital VIII 7875 Fixed rate Floating Rate trust Preferred Securities TruPS (C-P-N, Company) and Microstrategy Inc - Class A (MSTR, Company).

5-Year PerformanceMSTR has outperformed C-P-N, delivering a return of +28.8% compared to +10.1%

C-P-N vs MSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	C-P-N(COMPANY)	MSTR(COMPANY)
Market Cap	$54B	$55B
Max Drawdown	20.73%	99.86%
Sharpe Ratio	0.58	-1.04
5Y Beta	0.07	2.46
Industry	Other	Software - Application
P/E Ratio	3.80	-21.24
Forward P/E	N/A	1.21
PEG Ratio	0.36	-0.18
5Y Dividends CAGR	14.66%	N/A
5Y EPS CAGR	-0.03%	N/A
Debt to Equity	173.21%	22.36%
Free Cash Flow Yield	N/A	-0.10%
P/S Ratio	N/A	118.70
P/B Ratio	N/A	1.58

Market Cap

C-P-N

$54B

Winner

MSTR

$55B

Max Drawdown

Winner

C-P-N

20.73%

MSTR

99.86%

Sharpe Ratio

Winner

C-P-N

0.58

MSTR

-1.04

5Y Beta

Winner

C-P-N

0.07

MSTR

2.46

Industry

C-P-N

Other

MSTR

Software - Application

P/E Ratio

C-P-N

3.80

Winner

MSTR

-21.24

Forward P/E

C-P-N

N/A

MSTR

1.21

PEG Ratio

C-P-N

0.36

Winner

MSTR

-0.18

5Y Dividends CAGR

C-P-N

14.66%

MSTR

N/A

5Y EPS CAGR

C-P-N

-0.03%

MSTR

N/A

Debt to Equity

C-P-N

173.21%

Winner

MSTR

22.36%

Free Cash Flow Yield

C-P-N

N/A

MSTR

-0.10%

P/S Ratio

C-P-N

N/A

MSTR

118.70

P/B Ratio

C-P-N

N/A

MSTR

1.58

C-P-N vs MSTR - Historical Returns

Returns include dividend reinvestment.

Period	C-P-N	MSTR
1 month	-0.68%	-10.86%
3 months	+0.26%	+29.25%
6 months	+1.26%	-6.22%
1 year	+7.57%	-59.97%
5 years(CAGR)	+10.11%	+28.82%
10 years(CAGR)	+9.25%	+24.18%
Max(CAGR)	+8.52%	+4.56%

Winner

C-P-N

-0.68%

MSTR

-10.86%

C-P-N

+0.26%

Winner

MSTR

+29.25%

Winner

C-P-N

+1.26%

MSTR

-6.22%

Winner

C-P-N

+7.57%

MSTR

-59.97%

5Y(CAGR)

C-P-N

+10.11%

Winner

MSTR

+28.82%

10Y(CAGR)

C-P-N

+9.25%

Winner

MSTR

+24.18%

Max(CAGR)

Winner

C-P-N

+8.52%

MSTR

+4.56%

C-P-N vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	C-P-N	MSTR
2026	-0.08%	+1.74%
2025	+8.85%	-49.35%
2024	+14.67%	+322.71%
2023	+10.52%	+335.54%
2022	+9.58%	-74.64%
2021	+4.55%	+28.05%
2020	+8.52%	+169.25%
2019	+11.03%	+10.94%
2018	+4.02%	-3.07%
2017	+13.78%	-33.63%
2016	+5.81%	+15.35%
2015	+5.20%	+9.91%
2014	+5.21%	+31.47%
2013	+2.70%	+30.11%
2012	+14.55%	-16.09%
2011	+4.26%	+22.58%
2010	+4.02%	-11.12%
2009	N/A	+152.20%
2008	N/A	-58.78%
2007	N/A	-17.58%
2006	N/A	+31.03%
2005	N/A	+41.44%
2004	N/A	+16.43%
2003	N/A	+230.27%
2002	N/A	-61.18%
2001	N/A	-59.47%
2000	N/A	-90.89%
1999	N/A	+114.55%

C-P-N vs MSTR Drawdown Comparison

The maximum drawdown for C-P-N was -20.68%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

The maximum drawdown for MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 6207 trading sessions.

The current C-P-N drawdown is -1.57%. The current MSTR drawdown is -66.26%.

Rank	C-P-N	MSTR
#1	-20.68% Feb 11, 2020 - Oct 8, 2020	-99.86% Mar 10, 2000 - Nov 11, 2024
#2	-12.70% May 17, 2011 - Oct 28, 2011	-77.42% Nov 20, 2024 - Feb 5, 2026
#3	-6.22% Jan 26, 2021 - Jun 8, 2021	-29.10% Dec 10, 1999 - Jan 10, 2000
#4	-6.06% Jan 31, 2023 - Apr 6, 2023	-20.42% Feb 16, 2000 - Mar 1, 2000
#5	-5.92% Oct 28, 2011 - Jan 24, 2012	-17.27% Nov 3, 1999 - Nov 22, 1999
#6	-5.43% Feb 3, 2025 - Jul 7, 2025	-14.35% Jan 28, 2000 - Feb 8, 2000
#7	-4.37% Mar 13, 2012 - Jun 14, 2012	-9.76% Nov 29, 1999 - Dec 3, 1999
#8	-4.17% May 7, 2013 - Feb 14, 2014	-9.65% Jan 10, 2000 - Jan 19, 2000
#9	-3.99% Dec 31, 2021 - Apr 4, 2022	-8.11% Nov 12, 2024 - Nov 18, 2024
#10	-3.98% Apr 28, 2023 - Jul 12, 2023	-7.59% Dec 6, 1999 - Dec 8, 1999
#11	-3.50% Dec 29, 2015 - Mar 16, 2016	-2.15% Nov 22, 1999 - Nov 24, 1999
#12	-3.25% Sep 2, 2021 - Dec 30, 2021	-2.12% Jan 21, 2000 - Jan 26, 2000
#13	-3.02% May 5, 2022 - May 27, 2022	-0.86% Mar 7, 2000 - Mar 9, 2000
#14	-2.79% Aug 22, 2023 - Sep 28, 2023	-0.71% Feb 8, 2000 - Feb 10, 2000
#15	-2.79% Oct 26, 2023 - Nov 16, 2023	N/A