Strategy annual return on assets (roa)
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Strategy Return on Assets (ROA) Growth & History (MSTR)
Strategy's return on assets (roa) was −8.80% for fiscal 2025.
View full Strategy company overviewStrategy annual return on assets (roa) history
| Fiscal year | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | −8.80% | −1.17 pp |
| 2024 | 2024-12-31 | −7.62% | −19.59 pp |
| 2023 | 2023-12-31 | 11.97% | +61.23 pp |
| 2022 | 2022-12-31 | −49.26% | −27.94 pp |
| 2021 | 2021-12-31 | −21.32% | −20.69 pp |
| 2020 | 2020-12-31 | −0.63% | −4.51 pp |
| 2019 | 2019-12-31 | 3.88% | +1.36 pp |
| 2018 | 2018-12-31 | 2.52% | +0.38 pp |
| 2017 | 2017-12-31 | 2.14% | −10.81 pp |
| 2016 | 2016-12-31 | 12.94% | −4.48 pp |
| 2015 | 2015-12-31 | 17.43% | +16.55 pp |
| 2014 | 2014-12-31 | 0.88% | −14.79 pp |
| 2013 | 2013-12-31 | 15.67% | +11.26 pp |
| 2012 | 2012-12-31 | 4.41% | +0.12 pp |
| 2011 | 2011-12-31 | 4.29% | — |
Strategy quarterly return on assets (roa)
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| Fiscal quarter | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | −51.84% | −65.19 pp |
| Q1 2026 | 2026-03-31 | −24.80% | −3.59 pp |
| Q4 2025 | 2025-12-31 | −8.80% | −1.17 pp |
| Q3 2025 | 2025-09-30 | 19.32% | +26.26 pp |
| Q2 2025 | 2025-06-30 | 13.34% | +17.38 pp |
| Q1 2025 | 2025-03-31 | −21.21% | −19.39 pp |
| Q4 2024 | 2024-12-31 | −7.62% | −19.59 pp |
| Q3 2024 | 2024-09-30 | −6.94% | −9.99 pp |
| Q2 2024 | 2024-06-30 | −4.03% | −11.00 pp |
| Q1 2024 | 2024-03-31 | −1.82% | +24.53 pp |
| Q4 2023 | 2023-12-31 | 11.97% | +61.23 pp |
| Q3 2023 | 2023-09-30 | 3.05% | +50.42 pp |
| Q2 2023 | 2023-06-30 | 6.97% | +57.78 pp |
| Q1 2023 | 2023-03-31 | −26.34% | −8.05 pp |
| Q4 2022 | 2022-12-31 | −49.26% | −27.94 pp |
| Q3 2022 | 2022-09-30 | −47.37% | −23.81 pp |
| Q2 2022 | 2022-06-30 | −50.81% | −26.46 pp |
| Q1 2022 | 2022-03-31 | −18.29% | −11.11 pp |
| Q4 2021 | 2021-12-31 | −21.32% | −20.69 pp |
| Q3 2021 | 2021-09-30 | −23.56% | −23.80 pp |
| Q2 2021 | 2021-06-30 | −24.35% | −27.34 pp |
| Q1 2021 | 2021-03-31 | −7.18% | −12.12 pp |
| Q4 2020 | 2020-12-31 | −0.63% | −4.51 pp |
| Q3 2020 | 2020-09-30 | 0.24% | −2.59 pp |
| Q2 2020 | 2020-06-30 | 2.99% | −0.13 pp |
| Q1 2020 | 2020-03-31 | 4.94% | +3.53 pp |
| Q4 2019 | 2019-12-31 | 3.88% | +1.36 pp |
| Q3 2019 | 2019-09-30 | 2.83% | +3.56 pp |
| Q2 2019 | 2019-06-30 | 3.12% | +3.21 pp |
| Q1 2019 | 2019-03-31 | 1.41% | +0.91 pp |
| Q4 2018 | 2018-12-31 | 2.52% | +0.38 pp |
| Q3 2018 | 2018-09-30 | −0.73% | −10.39 pp |
| Q2 2018 | 2018-06-30 | −0.09% | −11.15 pp |
| Q1 2018 | 2018-03-31 | 0.50% | −11.96 pp |
| Q4 2017 | 2017-12-31 | 2.14% | −10.62 pp |
| Q3 2017 | 2017-09-30 | 9.66% | −4.85 pp |
| Q2 2017 | 2017-06-30 | 11.05% | −3.51 pp |
| Q1 2017 | 2017-03-31 | 12.46% | −3.18 pp |
| Q4 2016 | 2016-12-31 | 12.76% | −4.67 pp |
| Q3 2016 | 2016-09-30 | 14.51% | −0.57 pp |
| Q2 2016 | 2016-06-30 | 14.56% | +3.58 pp |
| Q1 2016 | 2016-03-31 | 15.65% | +10.09 pp |
| Q4 2015 | 2015-12-31 | 17.43% | +16.55 pp |
| Q3 2015 | 2015-09-30 | 15.07% | +15.35 pp |
| Q2 2015 | 2015-06-30 | 10.98% | +8.00 pp |
| Q1 2015 | 2015-03-31 | 5.56% | +1.03 pp |
| Q4 2014 | 2014-12-31 | 0.88% | −14.79 pp |
| Q3 2014 | 2014-09-30 | −0.27% | −15.23 pp |
| Q2 2014 | 2014-06-30 | 2.98% | −10.01 pp |
| Q1 2014 | 2014-03-31 | 4.53% | −9.92 pp |
| Q4 2013 | 2013-12-31 | 15.67% | +11.26 pp |
| Q3 2013 | 2013-09-30 | 14.96% | +10.06 pp |
| Q2 2013 | 2013-06-30 | 12.99% | +7.87 pp |
| Q1 2013 | 2013-03-31 | 14.45% | +10.34 pp |
| Q4 2012 | 2012-12-31 | 4.41% | — |
| Q3 2012 | 2012-09-30 | 4.89% | — |
| Q2 2012 | 2012-06-30 | 5.13% | — |
| Q1 2012 | 2012-03-31 | 4.12% | — |
Strategy return on assets (roa) trends
Over the last five fiscal years, Strategy's return on assets (roa) decreased from −0.63% to −8.80%, a change of −8.17 percentage points. The latest reported quarter, Q2 2026, shows −51.84%.
About the metric
What return on assets means
Return on assets measures profit relative to the assets used to generate it. It can help compare operating efficiency over time, although normal ROA differs substantially between asset-light and asset-intensive industries.
Calculation and source
How return on assets is calculated
TickerStat calculates annual ROA as reported net income divided by average total assets. Quarterly observations use trailing-12-month net income and average assets over the corresponding one-year period. Fiscal periods can differ from calendar years, so exact period-end dates are included.
Review Strategy source filings ↗Community posts
Strategy doubles preferred-securities buyback authorisation to $2 billion
Strategy’s ($MSTR) board increased its digital credit securities repurchase authorisation from $1 billion to $2 billion, including purchases already made. The programme covers preferred securities, not MSTR common shares. The accompanying w ...