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Strategy Inc.
Strategy acquires and holds bitcoin while also selling business intelligence software to enterprises.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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0 of 5 met · composite below the peer average· across 2 of 3 dimensions
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Weak fundamentals
1 signal unavailable
Profitability
1/4
Debt & liquidity
2/3
Efficiency
0/2
Capital efficiency at Strategy Inc. has collapsed well below the sector floor: ROIC runs at -8.6%, against a sector median of 20.4%, and operating margin sits at -1,140.8% versus the sector median of 29.2%. The most recent quarter delivered an EPS of -$24.45, missing consensus by 147%, and the F-Score of 3/9 — with profitability contributing just 1 of its 4 possible points — confirms that the weakness is broad rather than isolated. Standard valuation multiples are not available, so there is no conventional price anchor; the one balance-sheet bright spot is a current ratio of 5.62, well above the sector median of 1.33, which reflects the company's large Bitcoin holdings rather than operating cash generation. Revenue growth of 3.0% trails the sector median of 12.4% by -76%, and the composite of 27/100 places MSTR in the bottom quartile of the Information Technology sector on nearly every measured dimension.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AAPL | Apple | 8/9 | 171% | +6% |
Analyst sentiment is steady; has not always beaten consensus.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.
When results land on 2026-10-28, track whether operating margin moves closer to the sector median of 29.2% and whether ROIC recovers from its current deeply negative position versus the 20.4% median. The F-Score profitability block sits at 1/4, so watch for any improvement in return on assets or operating cash flow year over year.
Strategy's business model is heavily tied to Bitcoin holdings, which creates balance-sheet exposures not typical in IT. In the annual report, focus on the debt structure supporting those holdings, liquidity disclosures, and how management frames the gap between a current ratio of 4.2× and an ROIC of negative 142% versus the sector median.
From the alphabetical same-sector table in section 06, pick two or three companies yourself and line up their operating margins against Strategy's figure and the sector median of 29.2%. No single name in that table is ranked above another, so the comparison is yours to frame based on whichever slice of the IT sector you find most relevant.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -99%+1,248%-673%-35%
Over 4 years: -2%-1%-7%+3%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Missed consensus in 7 of 8 recent quarters — consensus runs systematically optimistic for this company.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 32% |
| ACN | Accenture | 4/9 | 26% | +7% | 15% |
| ADBE | Adobe | 7/9 | 55% | +11% | 37% |
| AMAT | Applied Materials | 6/9 | 36% | +4% | 29% |
| AMD | Advanced Micro Devices | 7/9 | 7% | +34% | 11% |
| AVGO | Broadcom | 7/9 | 43% | +24% | 40% |
| CRM | Salesforce | 7/9 | 12% | +10% | 20% |
| CSCO | Cisco | 7/9 | 27% | +12% | 24% |
| IBM | IBM | 6/9 | 35% | +8% | — |
| INTC | Intel | 6/9 | -0% | -0% | -4% |
| INTU | Intuit | 7/9 | 24% | +14% | 27% |
| MSFT | Microsoft | 6/9 | 34% | +18% | 47% |
| MSTR | Strategy Inc. | 3/9 | -12% | +3% | -1 141% |
| NOW | ServiceNow | 4/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle | 5/9 | 54% | +17% | 31% |
| TXN | Texas Instruments | 7/9 | 30% | +13% | 34% |
A sample of 17 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.