FI vs MSTR

Comparison between Fiserv, Inc. (FI, Company) and Strategy Inc - Class A (MSTR, Company).

Both FI and MSTR are from the Technology sector.

5-Year PerformanceMSTR has outperformed FI, delivering a return of +11.2% compared to -14.5%

FI vs MSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FI(COMPANY)	MSTR(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	80.16%	99.86%
Sharpe Ratio	-1.78	-1.72
5Y Beta	N/A	2.52
Industry	Information Technology Services	Software - Application
P/E Ratio	9.50	-12.81
Forward P/E	N/A	1.87
PEG Ratio	0.41	-0.11
Debt to Equity	120.10%	22.36%
Free Cash Flow Yield	13.87%	-0.17%
P/S Ratio	1.57	74.49
P/B Ratio	1.32	1.02

Market Cap

$33B

Winner

MSTR

$33B

Max Drawdown

Winner

80.16%

MSTR

99.86%

Sharpe Ratio

-1.78

Winner

MSTR

-1.72

5Y Beta

N/A

MSTR

2.52

Industry

Information Technology Services

MSTR

Software - Application

P/E Ratio

9.50

Winner

MSTR

-12.81

Forward P/E

N/A

MSTR

1.87

PEG Ratio

0.41

Winner

MSTR

-0.11

Debt to Equity

120.10%

Winner

MSTR

22.36%

Free Cash Flow Yield

Winner

13.87%

MSTR

-0.17%

P/S Ratio

Winner

1.57

MSTR

74.49

P/B Ratio

1.32

Winner

MSTR

1.02

FI vs MSTR - Historical Returns

Returns include dividend reinvestment.

Period	FI	MSTR
1 month	+5.87%	-2.61%
3 months	-16.14%	-46.40%
6 months	-24.48%	-43.80%
1 year	-63.58%	-77.91%
5 years(CAGR)	-14.51%	+11.17%
10 years(CAGR)	-0.78%	+17.39%
Max(CAGR)	+8.95%	+2.38%

Winner

+5.87%

MSTR

-2.61%

Winner

-16.14%

MSTR

-46.40%

Winner

-24.48%

MSTR

-43.80%

Winner

-63.58%

MSTR

-77.91%

5Y(CAGR)

-14.51%

Winner

MSTR

+11.17%

10Y(CAGR)

-0.78%

Winner

MSTR

+17.39%

Max(CAGR)

Winner

+8.95%

MSTR

+2.38%

FI vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FI	MSTR
2026	-22.21%	-41.67%
2025	-67.39%	-49.35%
2024	+54.36%	+322.71%
2023	+31.25%	+335.54%
2022	-6.09%	-74.64%
2021	-7.26%	+28.05%
2020	-1.44%	+169.25%
2019	+60.13%	+10.94%
2018	+12.76%	-3.07%
2017	+22.16%	-33.63%
2016	+18.75%	+15.35%
2015	+29.51%	+9.91%
2014	+21.94%	+31.47%
2013	+45.30%	+30.11%
2012	+34.96%	-16.09%
2011	-1.28%	+22.58%
2010	+18.47%	-11.12%
2009	+26.94%	+152.20%
2008	-34.18%	-58.78%
2007	+7.60%	-17.58%
2006	+19.98%	+31.03%
2005	+8.12%	+41.44%
2004	+2.89%	+16.43%
2003	+10.94%	+230.27%
2002	-20.84%	-61.18%
2001	+43.04%	-59.47%
2000	+24.55%	-90.89%
1999	+23.82%	+114.55%

FI vs MSTR Drawdown Comparison

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

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

The current FI drawdown is -78.54%. The current MSTR drawdown is -80.65%.

Rank	FI	MSTR
#1	-80.16% Mar 3, 2025 - Jun 22, 2026	-99.86% Mar 10, 2000 - Nov 11, 2024
#2	-51.50% Mar 19, 2002 - Aug 15, 2005	-82.63% Nov 20, 2024 - Jun 26, 2026
#3	-51.14% May 31, 2007 - Dec 14, 2010	-29.10% Dec 10, 1999 - Jan 10, 2000
#4	-37.85% Feb 4, 2020 - Mar 11, 2021	-20.42% Feb 16, 2000 - Mar 1, 2000
#5	-32.23% Dec 23, 1999 - Apr 25, 2000	-17.27% Nov 3, 1999 - Nov 22, 1999
#6	-30.16% Apr 26, 2021 - Jul 10, 2023	-14.35% Jan 28, 2000 - Feb 8, 2000
#7	-29.99% Sep 28, 2000 - Jun 26, 2001	-9.76% Nov 29, 1999 - Dec 3, 1999
#8	-25.14% Jun 29, 2001 - Dec 17, 2001	-9.65% Jan 10, 2000 - Jan 19, 2000
#9	-24.10% Jul 7, 2011 - Feb 3, 2012	-8.11% Nov 12, 2024 - Nov 18, 2024
#10	-16.24% Sep 28, 2018 - Jan 24, 2019	-7.59% Dec 6, 1999 - Dec 8, 1999
#11	-15.72% Jul 25, 2023 - Nov 30, 2023	-2.15% Nov 22, 1999 - Nov 24, 1999
#12	-14.85% May 1, 2000 - May 31, 2000	-2.12% Jan 21, 2000 - Jan 26, 2000
#13	-13.43% Jun 19, 2000 - Jul 25, 2000	-0.86% Mar 7, 2000 - Mar 9, 2000
#14	-13.14% Aug 15, 2005 - Sep 13, 2006	-0.71% Feb 8, 2000 - Feb 10, 2000
#15	-12.77% Jul 26, 2016 - Feb 15, 2017	N/A