AMPL vs MSTR vs SMWB Stock Comparison

Amplitude, Strategy and Similarweb Prices as of Oct 23, 2026 Peers: Industry group
AMPL Amplitude, Inc.
$17.42 +26.6% 1M +74.5% 1Y
Market cap
$2.24B
P/E
–
Revenue (TTM)
$374.37M
Div. yield
–
Analytics and BI Technology
4 wins
MSTR Strategy Inc
$146.01 -10.0% 1M -48.8% 1Y
Market cap
$49.33B
P/E
–
Revenue (TTM)
$498.35M
Div. yield
–
Analytics and BI Technology
2 wins
SMWB Similarweb Ltd.
$8.77 +2.2% 1M -0.3% 1Y
Market cap
$755.72M
P/E
–
Revenue (TTM)
$295.61M
Div. yield
–
Analytics and BI Technology
2 wins

Head to Head

8 decided of 12

Amplitude leads on 4 of the 12 questions below (Amplitude 4, Strategy 2, Similarweb 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAMPLMSTRSMWBLeader
Larger companyMarket capitalisation $2.24B $49.33B $755.72M MSTR
Cheaper on earningsLower P/E, profitable companies only -22.5x -1.6x -34.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 248.9x — 39.9x SMWB
Faster revenue growthRevenue growth, trailing twelve months +18.3% +7.8% +10.2% AMPL
More profitableNet margin, trailing twelve months -26.6% -6,294.3% -7.4% SMWB
Better return on capitalReturn on invested capital — -73.9% — –
Less leveragedLower net debt / EBITDA — -0.1x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +74.5% -48.8% -0.3% AMPL
Better 5-year returnAnnualised price return, 5 years -23.7%/yr +15.2%/yr -14.7%/yr MSTR
Less volatileAnnualised volatility, 1 year 65.8% 81.1% 81.1% AMPL
Higher overall scoreMean of the five percentile scores vs peers 40/100 21/100 37/100 AMPL

Percentile Scorecard

AMPLMSTRSMWB

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAMPLMSTRSMWB
Valuation 15 #86 of 101 8 #93 of 101 33 #68 of 101
Growth 60 #39 of 97 7 #90 of 97 64 #36 of 97
Profitability 29 #67 of 94 8 #87 of 94 43 #54 of 94
Financial Health 58 #46 of 109 80 #23 of 109 23 #84 of 109
Shareholder Returns 40 #39 of 64 3 #62 of 64 22 #50 of 64
Overall 40 21 37
  • AMPL ranked among 114 companies in Business Applications
  • MSTR ranked among 114 companies in Business Applications
  • SMWB ranked among 114 companies in Business Applications

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAMPLMSTRSMWBSPY
1 month +26.6%-10.0%+2.2% -1.0%
3 months +115.1%+59.3%+39.2% +2.9%
6 months +146.7%-14.6%+238.6% +6.4%
Year to date +50.4%-3.9%+17.1% +11.4%
1 year +74.5%-48.8%-0.3% +13.1%
3 years +66.2%+243.6%+69.3% +79.4%
3 years, per year +18.5%+50.9%+19.2% +21.5%
5 years -74.2%+103.2%-54.8% +67.7%
5 years, per year -23.7%+15.2%-14.7% +10.9%
10 years —+766.0%— +255.2%
10 years, per year —+24.1%— +13.5%

Risk

MeasureAMPLMSTRSMWBSPY
Volatility, 1Y 65.8%81.1%81.1% 12.7%
Downside volatility, 1Y 64.9%74.6%89.3% 12.7%
Beta vs S&P 500, 1Y 1.083.161.78 1.00
Return / volatility, 1Y 1.13-0.600.00 1.03
Max drawdown, 5Y -93.4%-84.1%-88.4% -25.4%
From 52-week high 0.0%-50.6%-5.4% -2.5%
52-week high $17.42$295.63$9.27 $779.14
52-week low $5.61$82.31$2.33 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAMPLMSTRSMWB
P/E now vs peer median -22.6xmedian 29.9x -1.6xmedian 29.9x -34.2xmedian 29.9x
P/S now vs peer median 11.6xmedian 2.8x 103.1xmedian 2.8x 2.6xmedian 2.8x
EV/EBITDA now vs peer median -45.2xmedian 17.4x -1.5xmedian 17.4x -299.6xmedian 17.4x
P/FCF now vs peer median 147.7xmedian 16.9x -1,962xmedian 16.9x 49.4xmedian 16.9x
P/B now vs peer median 31.9xmedian 3.1x 1.7xmedian 3.1x 33.5xmedian 3.1x
PEG now vs peer median -5.83median 0.86 0.01median 0.86 -1.13median 0.86

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAMPLMSTRSMWB
Revenue $374.37M $498.35M $295.61M
Gross profit $271.11M $336.89M $235.99M
Operating income -$104.03M -$36.36B -$11.06M
Net income -$99.53M -$30.41B -$21.78M
Free cash flow $29.44M -$26.19M $15.44M
R&D $108.93M $93.13M $73.83M
EPS (diluted) $-0.77 $-88.98 $-0.26
Cash & equivalents $73.78M $1.71B $73.90M
Total debt – $6.71B –
Shares (diluted) 129.38M 352.53M 84.82M
Enterprise value $1.54B $42.32B $478.68M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAMPLMSTRSMWB
P/E -22.6x -1.6x -34.2x
P/FCF 147.7x -1,962x 49.4x
P/Operating cash flow 136.9x -2,558x 53.8x
P/S 11.6x 103.1x 2.6x
P/B 31.9x 1.7x 33.5x
P/Tangible book 36.0x -2.7x 33.5x
EV/EBITDA -45.2x -1.5x -299.6x
EV/EBIT -40.5x -1.5x -62.3x
EV/Revenue 11.2x 111.7x 2.3x
EV/FCF 142.9x -2,125x 44.6x
EV/Operating cash flow 132.5x -2,770x 48.6x
PEG (3Y EPS CAGR) -5.83 0.01 -1.13

Growth

14 metrics
MetricAMPLMSTRSMWB
Revenue growth (1Y) 18.3% 7.8% 10.2%
Revenue CAGR (3Y) 12.8% -0.1% 12.5%
Gross profit growth (1Y) 15.4% 4.0% 12.1%
Gross profit CAGR (3Y) 13.1% -5.0% 14.6%
Operating income growth (1Y) 2.6% -645.8% 50.2%
Operating income CAGR (3Y) 1.9% -437.1% 42.5%
Net income growth (1Y) -3.3% -734.6% 25.1%
Net income CAGR (3Y) 0.4% -430.3% 27.5%
EPS growth (1Y) -4.9% -676.7% 28.7%
EPS CAGR (3Y) 3.9% -314.6% 30.2%
Operating cash flow growth (1Y) 48.7% 79.0% -30.9%
Operating cash flow CAGR (3Y) 61.0% -202.3% 33.8%
Free cash flow growth (1Y) 50.1% 74.1% -29.0%
Free cash flow CAGR (3Y) 74.9% -109.9% 33.7%

Profitability

14 metrics
MetricAMPLMSTRSMWB
Gross margin 72.4% 67.6% 79.8%
EBITDA margin -24.8% -7,284% -0.8%
Operating margin -27.8% -7,295% -3.7%
Pretax margin -25.5% -7,280% -5.9%
Net margin -26.6% -6,294% -7.4%
FCF margin 7.9% -5.3% 5.2%
Operating cash flow margin 8.5% -4.0% 4.8%
Return on equity -56.3% -90.1% -108.3%
Return on assets -26.3% -56.9% -8.8%
Return on invested capital – -73.9% –
Return on capital employed -61.7% -68.7% -19.5%
Asset turnover 1.0x 0.0x 1.1x
Cash conversion (OCF / net income) -0.3x 0.0x -0.7x
Stock comp / revenue 25.1% 10.7% 6.2%

Financial Health

11 metrics
MetricAMPLMSTRSMWB
Debt / assets – 12.8% –
Debt / equity – 0.2x –
Net debt / EBITDA – -0.1x –
Debt / FCF – -256.2x –
Liabilities / assets 61.8% 41.2% 91.9%
Equity / assets 38.2% 58.8% 8.1%
Interest coverage – – –
Current ratio 1.0x 5.4x 0.8x
Quick ratio 0.8x 5.2x 0.6x
Cash ratio 0.7x 4.9x 0.3x
Altman Z-score 9.59 -1.21 0.44

Shareholder Returns

7 metrics
MetricAMPLMSTRSMWB
Dividend yield – – –
Net buyback yield 2.6% -51.6% -0.3%
Shareholder yield 2.6% -51.6% -0.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAMPLMSTRSMWB
Forward P/E 248.9xFY2026 – 39.9xFY2026
EPS, next fiscal year $0.07FY2026 $-20.12FY2026 $0.22FY2026
EPS growth, next FY +16.7%FY2026 – +266.7%FY2026
EPS growth, the year after +157.1% – +36.4%
Revenue, next fiscal year $430.21MFY2026 $466.60MFY2026 $332.14MFY2026
Revenue growth, next FY +25.3%FY2026 -2.2%FY2026 +17.5%FY2026
Revenue growth, the year after +15.1% +14.0% +0.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAMPLMSTRSMWB
Held by institutions 62.1% 57.9% 45.9%
Institutions holding 201 867 68
Change in shares held, QoQ -3.6% +12.5% -7.8%
Institutions buying 115 501 36
Institutions selling 62 256 18
Buyers to sellers 1.85 1.96 2.00

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AMPLMSTRSMWB
AMPL 1.00 0.24 0.19
MSTR 0.24 1.00 0.23
SMWB 0.19 0.23 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, AMPL, MSTR and SMWB?

Strategy (MSTR) is the largest by market capitalisation: Amplitude (AMPL) $2.24B, Strategy (MSTR) $49.33B, Similarweb (SMWB) $755.72M.

Which company is growing faster?

Amplitude (AMPL) grew revenue fastest over the trailing twelve months: Amplitude (AMPL) +18.3%, Strategy (MSTR) +7.8%, Similarweb (SMWB) +10.2%.

Which company is more profitable?

Similarweb (SMWB) has the highest net margin (Amplitude (AMPL) -26.6%, Strategy (MSTR) -6,294.3%, Similarweb (SMWB) -7.4%).

Which stock has performed better?

Over the past year Amplitude (AMPL) returned the most: Amplitude (AMPL) +74.5%, Strategy (MSTR) -48.8%, Similarweb (SMWB) -0.3%. Over five years, Strategy (MSTR) compounded fastest (Amplitude (AMPL) -23.7%/yr, Strategy (MSTR) +15.2%/yr, Similarweb (SMWB) -14.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Amplitude (AMPL) has been the steadiest (Amplitude (AMPL) 65.8%, Strategy (MSTR) 81.1%, Similarweb (SMWB) 81.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AMPL, MSTR and SMWB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Amplitude (AMPL) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.