Strategy (MSTR) Return on Equity [ROE] (2011 - 2026)
Strategy (MSTR) recorded Return on Equity [ROE] of -90.07% in Q2 2026, down 102.11 percentage points from 12.04% a year earlier and down 59.92 percentage points from the prior quarter.
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Analysis
Strategy (MSTR) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Strategy reported Return on Equity [ROE] of -10.25%, down 3.21 percentage points from FY2024.
- Annual Return on Equity [ROE] has a five-year change of -8.67 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at -7.04% in FY2024 (-55.21 pp), 48.17% in FY2023 (+541.52 pp), -493.35% in FY2022 (-418.21 pp) and -75.15% in FY2021 (-73.57 pp).
- The Q2 2026 figure is the lowest quarterly Return on Equity [ROE] since Q1 2023.
- On a year-over-year basis, Return on Equity [ROE] has declined for three consecutive quarters, with an average year-over-year change of -17.50 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 2917.97 percentage points in Q1 2024, against a drop of 2861.31 percentage points in Q1 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at -30.14% (Q1 2026), -7.96% (Q4 2025) and 15.88% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 386.60 Bn | 351.42 Bn | 1.93 Bn | 34.75% |
| 2 | Oracle | 343.94 Bn | 216.07 Bn | - | 34.32% |
| 3 | Sap Se | 272.35 Bn | 199.75 Bn | 8.64 Bn | 18.52% |
| 4 | Salesforce | 175.46 Bn | 131.33 Bn | 8.70 Bn | 26.65% |
| 5 | Automatic Data Processing | 122.07 Bn | 108.86 Bn | 2.53 Bn | 81.37% |
| 6 | ServiceNow | 105.47 Bn | 84.73 Bn | 2.90 Bn | 11.28% |
| 7 | Intuit | 94.25 Bn | 73.60 Bn | 3.44 Bn | 23.05% |
| 8 | Relx | 73.66 Bn | 72.75 Bn | - | - |
| 9 | Strategy | 51.78 Bn | 38.91 Bn | 89.63 Mn | -31.66% |
| 10 | Thomson Reuters | 50.52 Bn | 46.49 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -31.66% |
| Jun 30, 2026 | -90.07% |
| Mar 31, 2026 | -30.14% |
| Dec 31, 2025 | -7.96% |
| Sep 30, 2025 | 15.88% |
| Jun 30, 2025 | 12.04% |
| Mar 31, 2025 | -16.86% |
| Dec 31, 2024 | -6.71% |
| Sep 30, 2024 | -12.31% |
| Jun 30, 2024 | -8.02% |
| Mar 31, 2024 | -3.73% |
| Dec 31, 2023 | 28.56% |
| Sep 30, 2023 | 10.89% |
| Jun 30, 2023 | 32.75% |
| Mar 31, 2023 | -2,921.70% |
| Jun 30, 2022 | -390.33% |
| Mar 31, 2022 | -60.40% |
| Dec 31, 2021 | -74.36% |
| Sep 30, 2021 | -164.39% |
| Jun 30, 2021 | -190.26% |
API Access
Strategy Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=MSTR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "MSTR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=MSTR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();