Company / Return on Equity (ROE)
Strategy Inc Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
-8.7%
FY2025
5-year range
-54.7% / 19.8%
FY2021-FY2025
Trend
-36.3%
vs FY2024
Sector context
#371 of 388
Financials
What the data says
Strategy Inc reports negative total equity of -8.7% in FY2025. Negative equity can occur when accumulated losses exceed contributed capital, as reported in the balance sheet from the SEC filing.
Based on SEC 10-K filings.
-8.7% in FY2025 with a 5-year CAGR of -7.0%.
Declined from 19.8% to -8.7% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -
- 5-Year Change
- -7.0pp
- 10-Year Change
- -
Sector benchmark
Bottom 4% in FinancialsTop 96% of 388This company -8.7% Sector average 16.4%
▼
-153.3% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 36.3% year-over-year.
- Currently 25.1pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) in the period was in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.96 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | -8.7% | -36.3% |
| FY2024 | -6.4% | -132.3% |
| FY2023 | 19.8% | - |
| FY2022 | - | - |
| FY2021 | -54.7% | -3136.7% |
| FY2020 | -1.7% | -125.0% |
| FY2019 | 6.8% | +59.1% |
| FY2018 | 4.3% | +41.7% |
| FY2017 | 3.0% | -81.6% |
| FY2016 | 16.3% | -30.0% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026