MSTR vs SHG

Comparison between Strategy Inc - Class A (MSTR, Company) and Shinhan Financial Group Co. Ltd (SHG, Company).

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

5-Year PerformanceSHG has outperformed MSTR, delivering a return of +21.2% compared to +11.6%

MSTR vs SHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSTR(COMPANY)	SHG(COMPANY)
Market Cap	$33B	$34B
Max Drawdown	99.86%	82.30%
Sharpe Ratio	-1.72	1.25
5Y Beta	2.52	0.83
Industry	Software - Application	Banks - Regional
P/E Ratio	-12.81	11.07
Forward P/E	1.87	4.08
PEG Ratio	-0.11	5.10
Dividend Yield	N/A	2.71%
5Y EPS CAGR	N/A	0.44%
Debt to Equity	22.36%	239.38%
Free Cash Flow Yield	-0.17%	9.39%
P/S Ratio	74.49	0.00
P/B Ratio	1.02	0.85

Market Cap

MSTR

$33B

Winner

SHG

$34B

Max Drawdown

MSTR

99.86%

Winner

SHG

82.30%

Sharpe Ratio

MSTR

-1.72

Winner

SHG

1.25

5Y Beta

MSTR

2.52

Winner

SHG

0.83

Industry

MSTR

Software - Application

SHG

Banks - Regional

P/E Ratio

Winner

MSTR

-12.81

SHG

11.07

Forward P/E

Winner

MSTR

1.87

SHG

4.08

PEG Ratio

Winner

MSTR

-0.11

SHG

5.10

Dividend Yield

MSTR

N/A

SHG

2.71%

5Y EPS CAGR

MSTR

N/A

SHG

0.44%

Debt to Equity

Winner

MSTR

22.36%

SHG

239.38%

Free Cash Flow Yield

MSTR

-0.17%

Winner

SHG

9.39%

P/S Ratio

MSTR

74.49

Winner

SHG

0.00

P/B Ratio

MSTR

1.02

Winner

SHG

0.85

MSTR vs SHG - Historical Returns

Returns include dividend reinvestment.

Period	MSTR	SHG
1 month	-9.83%	+9.69%
3 months	-45.71%	+7.34%
6 months	-42.60%	+22.97%
1 year	-77.31%	+45.20%
5 years(CAGR)	+11.65%	+21.22%
10 years(CAGR)	+17.42%	+10.00%
Max(CAGR)	+2.46%	+9.32%

MSTR

-9.83%

Winner

SHG

+9.69%

MSTR

-45.71%

Winner

SHG

+7.34%

MSTR

-42.60%

Winner

SHG

+22.97%

MSTR

-77.31%

Winner

SHG

+45.20%

5Y(CAGR)

MSTR

+11.65%

Winner

SHG

+21.22%

10Y(CAGR)

Winner

MSTR

+17.42%

SHG

+10.00%

Max(CAGR)

MSTR

+2.46%

Winner

SHG

+9.32%

MSTR vs SHG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSTR	SHG
2026	-40.42%	+32.60%
2025	-49.35%	+69.11%
2024	+322.71%	+15.84%
2023	+335.54%	+17.13%
2022	-74.64%	-6.24%
2021	+28.05%	+7.08%
2020	+169.25%	-20.53%
2019	+10.94%	+6.85%
2018	-3.07%	-24.17%
2017	-33.63%	+20.58%
2016	+15.35%	+18.27%
2015	+9.91%	-12.54%
2014	+31.47%	-5.79%
2013	+30.11%	+20.99%
2012	-16.09%	+5.40%
2011	+22.58%	-27.22%
2010	-11.12%	+23.61%
2009	+152.20%	+66.46%
2008	-58.78%	-56.99%
2007	-17.58%	+14.12%
2006	+31.03%	+24.67%
2005	+41.44%	+83.24%
2004	+16.43%	+45.79%
2003	+230.27%	+5.60%
2002	-61.18%	N/A
2001	-59.47%	N/A
2000	-90.89%	N/A
1999	+114.55%	N/A

MSTR vs SHG Drawdown Comparison

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

The maximum drawdown for SHG was -82.01%, occurring on Mar 9, 2009. Recovery took 4525 trading sessions.

The current MSTR drawdown is -80.24%. The current SHG drawdown is -2.25%.

Rank	MSTR	SHG
#1	-99.86% Mar 10, 2000 - Nov 11, 2024	-82.01% Jul 12, 2007 - Jul 8, 2025
#2	-82.63% Nov 20, 2024 - Jun 26, 2026	-35.05% Apr 23, 2004 - Nov 3, 2004
#3	-29.10% Dec 10, 1999 - Jan 10, 2000	-23.50% May 8, 2006 - Dec 27, 2006
#4	-20.42% Feb 16, 2000 - Mar 1, 2000	-19.73% Mar 1, 2005 - Jul 27, 2005
#5	-17.27% Nov 3, 1999 - Nov 22, 1999	-18.03% Feb 20, 2026 - Jul 8, 2026
#6	-14.35% Jan 28, 2000 - Feb 8, 2000	-14.67% Feb 1, 2006 - Mar 31, 2006
#7	-9.76% Nov 29, 1999 - Dec 3, 1999	-14.08% Feb 17, 2004 - Apr 12, 2004
#8	-9.65% Jan 10, 2000 - Jan 19, 2000	-14.05% Nov 13, 2003 - Dec 31, 2003
#9	-8.11% Nov 12, 2024 - Nov 18, 2024	-13.47% Feb 22, 2007 - Jun 4, 2007
#10	-7.59% Dec 6, 1999 - Dec 8, 1999	-12.74% Sep 16, 2003 - Oct 10, 2003
#11	-2.15% Nov 22, 1999 - Nov 24, 1999	-11.56% Oct 10, 2003 - Nov 13, 2003
#12	-2.12% Jan 21, 2000 - Jan 26, 2000	-10.88% Jan 6, 2006 - Feb 1, 2006
#13	-0.86% Mar 7, 2000 - Mar 9, 2000	-10.64% Sep 29, 2005 - Nov 14, 2005
#14	-0.71% Feb 8, 2000 - Feb 10, 2000	-9.63% Nov 17, 2004 - Dec 27, 2004
#15	N/A	-8.57% Aug 1, 2005 - Sep 7, 2005