Stock Analysis
Strategy Inc Common Stock Class AMSTR
Sector: Financial Services · Industry: Finance Services
AnalystsStrong Buy26 analystsPrice is 24% of the way from the year's low to its high.
Cash covers 28% of debt · FY 2025.
PMP Verdict
Weak fundamentals, expensive
Strengths
- Financial Health63
Risks
- Valuation20
- Growth0
Weak fundamentals at a demanding price.
Market context
-10.1% today· Z 2.9σ· MSCI's new eligibility rules for non-operating companies threaten MSTR's removal from major global indexes.
Why is MSTR moving?
SectorMSCI's new eligibility rules for non-operating companies threaten MSTR's removal from major global indexes.
Profile
growth, profitability, earnings quality, valuation and moat lag behind.
How is each axis scored?
- Valuation20/100 · Weak
- P/E vs own history (n/a)10/25
- FCF yield (-0.0%)0/25
- P/S (115.5x)0/25
- EV/EBIT (n/a)10/25
- Growth0/100 · Weak
- Revenue CAGR (-1.7%)0/25
- Net income CAGR (n/a)0/25
- EPS CAGR 5Y (n/a)0/25
- Fwd implied growth (n/a)0/25
- Profitability0/100 · Weak
- ROIC (-57.5%)0/25
- ROE (-68.9%)0/25
- Net margin (-6103.0%)0/25
- Operating margin (-7295.4%)0/25
- Financial Health63/100 · Moderate
- Altman Z (2.23)18/25
- Current ratio (5.62)25/25
- Interest coverage (-84.1x)0/25
- Net cash / debt (D/A 10%)20/25
- Quality5/100 · Weak
- Piotroski F (3/9)5/25
- Beneish M (5.33)0/25
- FCF conversion (n/a)0/25
- Margin stability (σ 2502.8%)0/25
- Moat43/100 · Weak
- ROIC >12% years (0/6 yrs)0/25
- Median gross margin (79.7%)25/25
- FCF-positive years (8/10 yrs)18/25
- Worst-year net margin (worst -806.3%)0/25
Risk Flags
- ⚠Beneish M 5.33 — earnings-manipulation flag
- ⚠Negative FCF margin (-0.1%) — burning cash
- ⚠SBC 10.7% of revenue — real dilution cost
- ⚠5 loss-making years in recent history
- ⚠Interest coverage -84.1× — thin debt cushion
About Strategy Inc Common Stock Class A
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services. Show more
It is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. The company also provides industry AI-powered enterprise analytics software. It has one reportable operating segment: the Software Business, which is engaged in the design, development, marketing, and sales of the company's enterprise analytics software platform through cloud subscriptions and licensing arrangements and related services (i.e., product support, consulting, and education). Geographically, the company operates in EMEA, U.S. and Other Regions, of which maximum revenue is derived from U.S..
Headquarters: TYSONS CORNER, VA · Employees: 1,539 · Website ↗
Price History
Weekly Candlestick Chart — up to 5Y
Key Metrics
Financial snapshot · Tap any metric for its definition and grade
TTM Snapshot
trailing twelve months · YoYValuation
20EP/E (TTM)—
Price / TTM EPS (own statements)
P/FCF992.1xD
Grade D: ExpensivePrice / Free Cash Flow per share (Finnhub). Inverse of FCF yield — negative when FCF is negative
FCF Yield-0.0%D
Grade D: NegativeTTM (OCF − CapEx) / Market Cap — vs own 5Y history: -0.2%–4.2% · 55th pct
P/S (TTM)115.46xD
Grade D: ExpensivePrice / TTM Revenue (own statements) — vs own 5Y history: 3.1x–293.9x · 76th pct
EV/EBITDA5.7xA
Grade A: CheapEnterprise value / EBITDA (Finnhub) — capital-structure neutral
EV/Sales126.8xD
Grade D: Very expensiveEnterprise Value / TTM Revenue (Finnhub) — capital-structure neutral sales multiple
Forward P/E—
Price / next-year EPS estimate — shows whether the TTM multiple is rich or just front-loading growth
P/B Ratio1.30xA
Grade A: FairPrice to Book Value. Neg. equity = heavy buybacks
PEG Ratio—
Finnhub PEG — their P/E basis ÷ expected EPS growth. Suppressed when their P/E diverges >2× from our TTM P/E (different basis)
Dividend Yield1.64%A
Grade A: PaysTTM dividend yield (Finnhub) — annual dividends / price. None = no dividend; very high yield can signal distress
Payout Ratio—
Dividends / Net Income (Finnhub) — share of earnings paid out; >90% or negative = unsustainable
Profitability
0EROIC-57.5%D
Grade D: LowNOPAT (EBIT less ~21% tax) / invested capital (equity + debt − cash). Flagship quality metric — durable >15% signals a moat
ROE-68.9%D
Grade D: WeakReturn on Equity. Neg. equity = heavy buybacks
ROA-50.2%D
Grade D: WeakReturn on Assets (Finnhub) — Net Income / Total Assets; how efficiently assets produce profit
Net Margin-6103.0%D
Grade D: LowNet Income / Revenue
Operating Margin-7295.4%D
Grade D: LowTTM EBIT / TTM Revenue
Gross Margin67.6%A
Grade A: PremiumGross Profit / Revenue
FCF Margin-5.3%D
Grade D: LowFCF / Revenue
True FCF Margin-15.9%D
Grade D: LowTTM (OCF − CapEx − SBC) / TTM Revenue — SBC treated as a real cost
Growth
0ERevenue CAGR-1.7%D
Grade D: LowCompound annual revenue growth (up to 5Y depending on data availability)
Net Income CAGR—
Compound annual net income growth (up to 5Y depending on data availability)
EPS CAGR (5Y)—
Compound annual EPS growth over up to 5Y of per-share earnings (own statements). Null when either endpoint EPS ≤ 0
Implied EPS Growth—
Analyst forward EPS (normalized basis) vs our GAAP TTM EPS — different bases, so extreme values usually mark cyclically depressed TTM earnings, not real growth
Dilution (5Y)+309.7%D
Grade D: DilutiveShare count change over 5Y
SBC / Net Income—
Stock-based comp/Net income. >30% = dilution risk
SBC / Revenue10.7%D
Grade D: HighTTM stock-based comp / TTM Revenue
Financial Health
63BAltman Z-Score2.23C
Grade C: Gray zoneBankruptcy risk. >3 Safe, <1.8 Distress
Current Ratio5.62xA
Grade A: HighCurrent Assets/Liabilities
Quick Ratio5.22xA
Grade A: High(Current Assets − Inventory) / Current Liabilities (Finnhub) — stricter liquidity test, excludes inventory
Interest Coverage-84.1xD
Grade D: RiskyEBIT/Interest. >10 Strong
Debt Repayment—
Years to repay net debt via FCF
Net Debt/EBITNet CashA
Grade A: LowLeverage. <2x Low, >4x High
Debt/Equity0.18xA
Grade A: LowDebt / Equity: <1 Conservative, >2 Risky. Not meaningful with non-positive equity; shown as unavailable rather than low debt.
Cash / Debt0.28xD
Grade D: ThinCash covers how much of total debt. >1 = could repay all debt from cash
Quality
5EPiotroski F-Score3/9D
Grade D: WeakFinancial strength 0–9. >7 Strong
Beneish M-Score5.33D
Grade D: RiskyEarnings manipulation risk. < -2.22 Safe
FCF Conversion—
FCF / Net Income
Margin Stability2502.8%D
Grade D: VolatileEBIT margin std deviation. Lower = stable
Capex / Revenue1.2%A
Grade A: Asset-lightTTM CapEx / TTM Revenue — high % = capital-hungry business
Asset Turnover0.01xD
Grade D: LowRevenue / Total Assets (Finnhub) — how efficiently the asset base generates sales
Insider Transactions
SEC Form 4 · 8 recordsP/S codes are the directional signal; grants, option exercises and tax withholding carry none. Form 4 doesn't flag 10b5-1 plans — scheduled sales may appear within open-market sells.
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
Patten Jarrod M Filed | Patten Jarrod M | Option exercise | -1350 | |
Patten Jarrod M Filed | Patten Jarrod M | SellOpen market sale | -450 | |
Patten Jarrod M Filed | Patten Jarrod M | SellOpen market sale | -450 | |
Patten Jarrod M Filed | Patten Jarrod M | SellOpen market sale | -450 | |
Patten Jarrod M Filed | Patten Jarrod M | Option exercise | +1.4K |
Show 3 more filingsShow fewer filings
| Trade date | Insider | Transaction | Shares | Filed |
|---|---|---|---|---|
Patten Jarrod M Filed | Patten Jarrod M | Option exercise | -1400 | |
Patten Jarrod M Filed | Patten Jarrod M | SellOpen market sale | -450 | |
Patten Jarrod M Filed | Patten Jarrod M | SellOpen market sale | -950 |
Option exercise (M) rows report a derivative leg, not an open-market sale — a paired negative entry is the option position being consumed.
More metrics — Moat, Per Share, Balance Sheet, MarketHide additional metrics
Moat
43D+ROIC >12% Years0/6 yrsD
Grade D: WeakShare of completed fiscal years with ROIC > 12% — measures multi-year capital-return durability
Gross Margin (Med.)79.7%A
Grade A: DurableMedian annual gross margin across available fiscal years — pricing-power durability
FCF-Positive Years8/10 yrsA
Grade A: DurableShare of completed fiscal years with positive free cash flow
Net Margin Floor-806.3%D
Grade D: WeakWeakest annual net margin across completed fiscal years — recession/downcycle resilience
Per Share
EPS (TTM)—
TTM net income per share (Finnhub fallback)
Cash / Share$6.59
Cash & short-term investments per share (Finnhub)
Book Value / Share$121.98
Shareholders' equity per share (Finnhub). Negative = accumulated losses / heavy buybacks
Balance Sheet
Total Debt$8.16B
Total debt obligations (short + long term)
Cash & Equiv.$2.30B
Cash and short-term investments
Net Debt$5.86B
Total Debt minus Cash. Negative = Net Cash position
Total Equity$44.12B
Shareholders' equity (book value)
Asset / Liability5.82xA
Grade A: SolidTotal Assets / Total Liabilities
Market
Market Cap$57.54B
Current Market Capitalization
Beta3.62D
Grade D: High volatilityPrice sensitivity vs the market (Finnhub) — 1.0 moves with market, >1.2 amplifies swings
How grades work: each metric is graded A–D against fixed thresholds (tap a row for the meaning). Card grades map the pillar score to A+–E — a card grade is that pillar's own score, not an average of the rows shown.
Financials as of Jun 2026 · Ratio snapshot Oct 16, 2026
Key Insights: Strategy Inc Common Stock Class A (MSTR)
MSTR is down 10.11% in after-hours trading — MSCI's new eligibility rules for non-operating companies threaten MSTR's removal from major global indexes.. Strategy Inc Common Stock Class A meets only 3 of 9 Piotroski F-Score criteria — a sign of weak underlying fundamentals. Altman Z-Score of 2.23 falls in the grey zone (1.81–2.99) — financial distress is unlikely but not ruled out. Beneish M-Score of 5.33 is above the −1.78 flag threshold, a signal that reported earnings warrant closer scrutiny. Revenue has been contracting (CAGR ≈ -2%), which weighs on the growth outlook.
- Free-cash-flow margin is negative (-5%) — the business currently burns cash.
- Company has negative FCF, making debt repayment from operations difficult.
- Interest coverage of -84.1× leaves little room for earnings shocks.
- Strategy Inc Common Stock Class A posted a net loss in 5 of 10 available completed fiscal years (2016–2025).
- At a valuation score of 20/100, MSTR trades at a premium to its historical multiples.
See how MSTR ranks on the Capex Tracker — top 50 capital spenders compared.
Recent Market Moves
See all MSTR moves →| Date | Session | Price | Move | Z-Score |
|---|---|---|---|---|
| Oct 16 | Regular | 135.48 | -10.45% | -2.99 |
| Oct 16 | After-hours | 136.00 | -10.11% | -2.89 |
| Sep 18 | Regular | 153.75 | +16.26% | 2.28 |
Frequently Asked Questions about MSTR
What is the current Strategy Inc Common Stock Class A (MSTR) stock price?
MSTR is trading at $136.00 in after-hours trading, down 10.11% on the session. PreMarketPrice tracks MSTR pre-market, intraday and after-hours prices.
Is MSTR stock a buy right now?
PreMarketPrice's quantitative model rates Strategy Inc Common Stock Class A's financial health at 63/100. This is a data-driven snapshot of fundamentals, not investment advice.
Is MSTR stock overvalued?
Strategy Inc Common Stock Class A trades at a trailing P/E of n/a and our valuation score rates it 20/100 (higher = cheaper vs. its own history). See the Valuation History and Key Metrics sections for forward P/E, EV/EBITDA and PEG context.
When does Strategy Inc Common Stock Class A report earnings?
No confirmed earnings date is currently scheduled for MSTR. The Earnings section lists recent reports and updates as dates are announced.
What sector does Strategy Inc Common Stock Class A operate in?
Strategy Inc Common Stock Class A operates in the Financial Services sector, within the Finance Services industry. The Related Stocks section lists sector peers for comparison.
What does Strategy Inc Common Stock Class A do?
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services.
About Strategy Inc Common Stock Class A (MSTR) Stock
Strategy Inc Common Stock Class A (MSTR) is a US-listed stock operating in the Financial Services sector, specifically the Finance Services industry. As of the latest update, Strategy Inc Common Stock Class A is trading at $136.00, down 10.11% on the day with a market capitalization of $57.6 billion. The financial health score for MSTR is 63/100, which indicates good financial strength based on profitability, leverage, liquidity, and growth metrics. This page provides real-time pre-market pricing, earnings calendar, financial health analysis, and valuation metrics for MSTR stock.
MSTR Stock Analysis & Key Metrics
On PreMarketPrice, you can track Strategy Inc Common Stock Class A (MSTR) across multiple dimensions:
- Pre-market price & movement: Real-time MSTR stock price with percentage change, updated continuously during pre-market and regular trading hours.
- Valuation & P/E history: Historical P/E, P/S, and P/B ratios for MSTR with trend analysis and normalized valuation multiples.
- Financial statements: Revenue, net income, assets, liabilities, and equity for Strategy Inc Common Stock Class A across multiple reporting periods.
- Financial health score: A composite score of 63/100 based on Altman Z-Score, Piotroski F-Score, profitability, and leverage metrics for MSTR.
- Sector peers: Compare MSTR against 6 other financial services stocks on key financial metrics.
Is MSTR a Good Stock to Buy?
This page provides data-driven analysis to help you evaluate Strategy Inc Common Stock Class A (MSTR) as an investment. The financial health score of 63/100 suggests good financial fundamentals. Valuation metrics show whether the stock is trading above or below its historical average.However, this is not financial advice — always do your own research before investing.
Data on this page is sourced from real-time market feeds, Polygon.io, and Finnhub.Strategy Inc Common Stock Class A (MSTR) trades on NYSE. Pre-market trading occurs 4:00 AM – 9:30 AM ET. Regular market hours are 9:30 AM – 4:00 PM ET.