TFC vs MSTR

Comparison between Truist Financial Corporation (TFC, Company) and Microstrategy Inc - Class A (MSTR, Company).

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

5-Year PerformanceMSTR has outperformed TFC, delivering a return of +24.8% compared to +0.4%

TFC vs MSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TFC(COMPANY)	MSTR(COMPANY)
Market Cap	$63B	$62B
Max Drawdown	70.15%	99.86%
Sharpe Ratio	1.23	-0.78
5Y Beta	1.06	2.50
Industry	Banks - Regional	Software - Application
P/E Ratio	11.66	-23.93
Forward P/E	11.10	1.30
PEG Ratio	0.66	-0.21
Dividend Yield	4.23%	N/A
5Y Dividends CAGR	7.63%	N/A
5Y EPS CAGR	3.67%	N/A
Debt to Equity	107.55%	22.36%
Free Cash Flow Yield	8.96%	-0.09%
P/S Ratio	3.39	137.16
P/B Ratio	1.05	1.46

Market Cap

Winner

TFC

$63B

MSTR

$62B

Max Drawdown

Winner

TFC

70.15%

MSTR

99.86%

Sharpe Ratio

Winner

TFC

1.23

MSTR

-0.78

5Y Beta

Winner

TFC

1.06

MSTR

2.50

Industry

TFC

Banks - Regional

MSTR

Software - Application

P/E Ratio

TFC

11.66

Winner

MSTR

-23.93

Forward P/E

TFC

11.10

Winner

MSTR

1.30

PEG Ratio

TFC

0.66

Winner

MSTR

-0.21

Dividend Yield

TFC

4.23%

MSTR

N/A

5Y Dividends CAGR

TFC

7.63%

MSTR

N/A

5Y EPS CAGR

TFC

3.67%

MSTR

N/A

Debt to Equity

TFC

107.55%

Winner

MSTR

22.36%

Free Cash Flow Yield

Winner

TFC

8.96%

MSTR

-0.09%

P/S Ratio

Winner

TFC

3.39

MSTR

137.16

P/B Ratio

Winner

TFC

1.05

MSTR

1.46

TFC vs MSTR - Historical Returns

Returns include dividend reinvestment.

Period	TFC	MSTR
1 month	+0.69%	+46.21%
3 months	-8.49%	+35.50%
6 months	+13.34%	-22.46%
1 year	+31.46%	-54.73%
5 years(CAGR)	+0.42%	+24.76%
10 years(CAGR)	+8.22%	+25.87%
Max(CAGR)	+5.02%	+5.20%

TFC

+0.69%

Winner

MSTR

+46.21%

TFC

-8.49%

Winner

MSTR

+35.50%

Winner

TFC

+13.34%

MSTR

-22.46%

Winner

TFC

+31.46%

MSTR

-54.73%

5Y(CAGR)

TFC

+0.42%

Winner

MSTR

+24.76%

10Y(CAGR)

TFC

+8.22%

Winner

MSTR

+25.87%

Max(CAGR)

TFC

+5.02%

Winner

MSTR

+5.20%

TFC vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TFC	MSTR
2026	+0.78%	+19.36%
2025	+19.13%	-49.35%
2024	+21.78%	+322.71%
2023	-9.78%	+335.54%
2022	-25.86%	-74.64%
2021	+28.08%	+28.05%
2020	-11.68%	+169.25%
2019	+31.28%	+10.94%
2018	-10.58%	-3.07%
2017	+8.77%	-33.63%
2016	+32.54%	+15.35%
2015	+0.52%	+9.91%
2014	+8.50%	+31.47%
2013	+27.63%	+30.11%
2012	+15.41%	-16.09%
2011	-4.00%	+22.58%
2010	+4.13%	-11.12%
2009	+0.78%	+152.20%
2008	-0.69%	-58.78%
2007	-27.25%	-17.58%
2006	+7.89%	+31.03%
2005	+4.19%	+41.44%
2004	+13.86%	+16.43%
2003	+5.30%	+230.27%
2002	+6.55%	-61.18%
2001	+2.80%	-59.47%
2000	+50.33%	-90.89%
1999	-24.47%	+114.55%

TFC vs MSTR Drawdown Comparison

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

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

The current TFC drawdown is -10.18%. The current MSTR drawdown is -60.41%.

Rank	TFC	MSTR
#1	-66.49% Sep 19, 2008 - Jul 5, 2013	-99.86% Mar 10, 2000 - Nov 11, 2024
#2	-59.10% Jan 14, 2022 - Feb 4, 2026	-77.42% Nov 20, 2024 - Feb 5, 2026
#3	-54.34% Dec 26, 2019 - Feb 12, 2021	-29.10% Dec 10, 1999 - Jan 10, 2000
#4	-51.18% Dec 27, 2006 - Sep 19, 2008	-20.42% Feb 16, 2000 - Mar 1, 2000
#5	-39.51% Nov 8, 1999 - Dec 19, 2000	-17.27% Nov 3, 1999 - Nov 22, 1999
#6	-25.56% Jul 22, 2015 - Nov 9, 2016	-14.35% Jan 28, 2000 - Feb 8, 2000
#7	-24.65% Mar 9, 2018 - Sep 27, 2019	-9.76% Nov 29, 1999 - Dec 3, 1999
#8	-20.68% Feb 6, 2026 - Mar 13, 2026	-9.65% Jan 10, 2000 - Jan 19, 2000
#9	-19.68% May 3, 2002 - Jan 6, 2003	-8.11% Nov 12, 2024 - Nov 18, 2024
#10	-18.74% Jan 6, 2003 - Sep 5, 2003	-7.59% Dec 6, 1999 - Dec 8, 1999
#11	-17.34% Dec 27, 2000 - Aug 3, 2001	-2.15% Nov 22, 1999 - Nov 24, 1999
#12	-16.03% May 27, 2021 - Oct 18, 2021	-2.12% Jan 21, 2000 - Jan 26, 2000
#13	-15.93% Aug 22, 2001 - Mar 4, 2002	-0.86% Mar 7, 2000 - Mar 9, 2000
#14	-15.62% Mar 1, 2017 - Oct 30, 2017	-0.71% Feb 8, 2000 - Feb 10, 2000
#15	-14.42% Dec 1, 2003 - Jul 26, 2004	N/A