MSTR vs FI

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

Both MSTR and FI are from the Technology sector.

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

MSTR vs FI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

MSTR

$33B

Max Drawdown

MSTR

99.86%

Winner

80.16%

Sharpe Ratio

Winner

MSTR

-1.72

-1.78

5Y Beta

MSTR

2.52

N/A

Industry

MSTR

Software - Application

Information Technology Services

P/E Ratio

Winner

MSTR

-12.81

9.50

Forward P/E

MSTR

1.87

N/A

PEG Ratio

Winner

MSTR

-0.11

0.41

Debt to Equity

Winner

MSTR

22.36%

120.10%

Free Cash Flow Yield

MSTR

-0.17%

Winner

13.87%

P/S Ratio

MSTR

74.49

Winner

1.57

P/B Ratio

Winner

MSTR

1.02

1.32

MSTR vs FI - Historical Returns

Returns include dividend reinvestment.

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

MSTR

-2.61%

Winner

+5.87%

MSTR

-46.40%

Winner

-16.14%

MSTR

-43.80%

Winner

-24.48%

MSTR

-77.91%

Winner

-63.58%

5Y(CAGR)

Winner

MSTR

+11.17%

-14.51%

10Y(CAGR)

Winner

MSTR

+17.39%

-0.78%

Max(CAGR)

MSTR

+2.38%

Winner

+8.95%

MSTR vs FI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

MSTR vs FI Drawdown Comparison

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

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

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

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