Strategy (Mexico) Performance
| MSTR Stock | MXN 2,856 7.93 0.28% |
The entity has a beta of 0.0406, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategy is expected to be smaller as well. At this point, Strategy has a negative expected return of -0.91%. Please make sure to validate Strategy's maximum drawdown, potential upside, kurtosis, as well as the relationship between the value at risk and skewness , to decide if Strategy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Strategy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Quick Ratio | 0.69 | |
| Fifty Two Week Low | 14,482.00 | |
| Fifty Two Week High | 15,400.00 |
Strategy |
Strategy Relative Risk vs. Return Landscape
If you would invest 523,400 in Strategy on October 23, 2025 and sell it today you would lose (237,796) from holding Strategy or give up 45.43% of portfolio value over 90 days. Strategy is generating negative expected returns and assumes 4.0214% volatility on return distribution over the 90 days horizon. Simply put, 36% of stocks are less volatile than Strategy, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Strategy, and traders can use it to determine the average amount a Strategy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2255
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MSTR |
Estimated Market Risk
| 4.02 actual daily | 36 64% of assets are more volatile |
Expected Return
| -0.91 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Strategy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Strategy by adding Strategy to a well-diversified portfolio.
Strategy Fundamentals Growth
Strategy Stock prices reflect investors' perceptions of the future prospects and financial health of Strategy, and Strategy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Strategy Stock performance.
| Return On Equity | -157.1 | |||
| Return On Asset | 2.61 | |||
| Profit Margin | (83.03) % | |||
| Operating Margin | 14.26 % | |||
| Current Valuation | 116.23 B | |||
| Price To Book | 387.13 X | |||
| Revenue | 506.98 M | |||
| EBITDA | 85.79 M | |||
| Cash And Equivalents | 56.4 M | |||
| Cash Per Share | 5.79 X | |||
| Total Debt | 2.24 B | |||
| Book Value Per Share | 37.46 X | |||
| Cash Flow From Operations | 103.77 M | |||
| Earnings Per Share | (248.64) X | |||
About Strategy Performance
Evaluating Strategy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Strategy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
MicroStrategy Incorporated provides enterprise analytics software and services worldwide. The company was founded in 1989 and is headquartered in Tysons Corner, Virginia. MICROSTRATEGY is traded on Mexico Stock Exchange in Mexico.Things to note about Strategy performance evaluation
Checking the ongoing alerts about Strategy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Strategy generated a negative expected return over the last 90 days | |
| Strategy has high historical volatility and very poor performance | |
| Strategy has accumulated 2.24 B in total debt. Strategy has a current ratio of 0.74, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Strategy until it has trouble settling it off, either with new capital or with free cash flow. So, Strategy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Strategy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Strategy to invest in growth at high rates of return. When we think about Strategy's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 506.98 M. Net Loss for the year was (420.94 M) with profit before overhead, payroll, taxes, and interest of 389.68 M. | |
| Over 91.0% of the company shares are owned by institutional investors |
- Analyzing Strategy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Strategy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Strategy's stock. These opinions can provide insight into Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Strategy Stock Analysis
When running Strategy's price analysis, check to measure Strategy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Strategy is operating at the current time. Most of Strategy's value examination focuses on studying past and present price action to predict the probability of Strategy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Strategy's price. Additionally, you may evaluate how the addition of Strategy to your portfolios can decrease your overall portfolio volatility.