MSTR vs RJF

Comparison between Strategy Inc - Class A (MSTR, Company) and Raymond James Financial Inc (RJF, Company).

MSTR is from the Technology sector, while RJF is from the Financial Services sector.

5-Year PerformanceRJF has outperformed MSTR, delivering a return of +16.6% compared to +5.3%

MSTR vs RJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSTR(COMPANY)	RJF(COMPANY)
Market Cap	$35B	$35B
Max Drawdown	99.86%	69.99%
Sharpe Ratio	-1.50	0.32
5Y Beta	2.45	0.95
Industry	Software - Application	Asset Management
P/E Ratio	-6.70	15.30
Forward P/E	1.39	12.71
PEG Ratio	2.85	1.25
Dividend Yield	N/A	0.28%
5Y Dividends CAGR	N/A	20.61%
5Y EPS CAGR	N/A	15.44%
Debt to Equity	21.72%	0.00%
Free Cash Flow Yield	-0.08%	4.16%
P/S Ratio	72.11	2.27
P/B Ratio	1.22	2.70

Market Cap

MSTR

$35B

Winner

RJF

$35B

Max Drawdown

MSTR

99.86%

Winner

RJF

69.99%

Sharpe Ratio

MSTR

-1.50

Winner

RJF

0.32

5Y Beta

MSTR

2.45

Winner

RJF

0.95

Industry

MSTR

Software - Application

RJF

Asset Management

P/E Ratio

Winner

MSTR

-6.70

RJF

15.30

Forward P/E

Winner

MSTR

1.39

RJF

12.71

PEG Ratio

MSTR

2.85

Winner

RJF

1.25

Dividend Yield

MSTR

N/A

RJF

0.28%

5Y Dividends CAGR

MSTR

N/A

RJF

20.61%

5Y EPS CAGR

MSTR

N/A

RJF

15.44%

Debt to Equity

MSTR

21.72%

Winner

RJF

0.00%

Free Cash Flow Yield

MSTR

-0.08%

Winner

RJF

4.16%

P/S Ratio

MSTR

72.11

Winner

RJF

2.27

P/B Ratio

Winner

MSTR

1.22

RJF

2.70

MSTR vs RJF - Historical Returns

Returns include dividend reinvestment.

Period	MSTR	RJF
1 month	-3.89%	+7.76%
3 months	-48.16%	+12.91%
6 months	-28.22%	+4.93%
1 year	-74.74%	+9.00%
5 years(CAGR)	+5.28%	+16.63%
10 years(CAGR)	+19.26%	+18.78%
Max(CAGR)	+2.58%	+15.21%

MSTR

-3.89%

Winner

RJF

+7.76%

MSTR

-48.16%

Winner

RJF

+12.91%

MSTR

-28.22%

Winner

RJF

+4.93%

MSTR

-74.74%

Winner

RJF

+9.00%

5Y(CAGR)

MSTR

+5.28%

Winner

RJF

+16.63%

10Y(CAGR)

Winner

MSTR

+19.26%

RJF

+18.78%

Max(CAGR)

MSTR

+2.58%

Winner

RJF

+15.21%

MSTR vs RJF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSTR	RJF
2026	-38.37%	+10.40%
2025	-49.35%	+4.63%
2024	+322.71%	+39.82%
2023	+335.54%	+6.85%
2022	-74.64%	+5.37%
2021	+28.05%	+61.61%
2020	+169.25%	+7.12%
2019	+10.94%	+22.83%
2018	-3.07%	-15.47%
2017	-33.63%	+29.22%
2016	+15.35%	+24.81%
2015	+9.91%	+2.79%
2014	+31.47%	+12.50%
2013	+30.11%	+32.21%
2012	-16.09%	+22.00%
2011	+22.58%	-4.67%
2010	-11.12%	+37.00%
2009	+152.20%	+34.87%
2008	-58.78%	-45.35%
2007	-17.58%	+7.34%
2006	+31.03%	+19.45%
2005	+41.44%	+24.72%
2004	+16.43%	+26.57%
2003	+230.27%	+26.41%
2002	-61.18%	-13.96%
2001	-59.47%	+1.54%
2000	-90.89%	+100.41%
1999	+114.55%	-6.74%

MSTR vs RJF Drawdown Comparison

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

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

The current MSTR drawdown is -79.56%. The current RJF drawdown is -0.68%.

Rank	MSTR	RJF
#1	-99.86% Mar 10, 2000 - Nov 11, 2024	-69.67% Sep 19, 2008 - Jan 24, 2011
#2	-82.63% Nov 20, 2024 - Jun 26, 2026	-45.59% Feb 19, 2020 - Jan 6, 2021
#3	-29.10% Dec 10, 1999 - Jan 10, 2000	-44.37% Oct 31, 2007 - Sep 19, 2008
#4	-20.42% Feb 16, 2000 - Mar 1, 2000	-40.65% Jan 4, 2001 - Oct 6, 2003
#5	-17.27% Nov 3, 1999 - Nov 22, 1999	-38.15% Feb 18, 2011 - Sep 14, 2012
#6	-14.35% Jan 28, 2000 - Feb 8, 2000	-33.45% Jul 16, 2015 - Oct 27, 2016
#7	-9.76% Nov 29, 1999 - Dec 3, 1999	-32.11% Nov 10, 2022 - Mar 5, 2024
#8	-9.65% Jan 10, 2000 - Jan 19, 2000	-31.02% May 22, 2018 - Feb 18, 2020
#9	-8.11% Nov 12, 2024 - Nov 18, 2024	-28.12% Jan 24, 2025 - Sep 18, 2025
#10	-7.59% Dec 6, 1999 - Dec 8, 1999	-25.75% Feb 9, 2022 - Oct 28, 2022
#11	-2.15% Nov 22, 1999 - Nov 24, 1999	-22.11% Mar 24, 2000 - Jun 16, 2000
#12	-2.12% Jan 21, 2000 - Jan 26, 2000	-21.27% Nov 16, 1999 - Mar 24, 2000
#13	-0.86% Mar 7, 2000 - Mar 9, 2000	-19.64% Sep 29, 2025 - Jul 28, 2026
#14	-0.71% Feb 8, 2000 - Feb 10, 2000	-19.45% Nov 3, 2003 - Nov 3, 2004
#15	N/A	-19.02% Mar 18, 2005 - Oct 4, 2005