For questions about this article or underlying research, email [email protected]. Over the five years to October 20, 2026, one stock outperformed 117 of the 125 other companies in its industry.
For questions about this article or underlying research, email [email protected].
Over the five years to October 20, 2026, one stock outperformed 117 of the 125 other companies in its industry.
Over the five years to October 20, 2026, one stock outperformed 117 of the 125 other companies in its industry. That stock is Strategy (MSTR), the bitcoin treasury company formerly known as MicroStrategy, and its industry is Application Software. Before sizing a position on that record, an investor should understand where the gain originated. So was it the industry Strategy sits in, or Strategy itself?
How Far Strategy Is Ahead Of Its Industry
Shares of Strategy rose 88.2% over those five years, while the typical Application Software company fell 46.1%. The table below displays figures for the median company across the industry, sector and all-stock groups, alongside the S&P 500 index.
Stock price change to 2026-10-20, excluding dividends. Industry, sector and all-stock rows are the median company of each group.
While a position in the typical software stock lost close to half its value, an investment in Strategy nearly doubled. The resulting performance gap places Strategy ahead of all but a handful of its industry peers.
Was It Strategy’s Industry?
No, though the S&P 500 index provided a lift. The S&P 500, dominated by the largest companies, rose 70.0% over the same five years. Strategy stock still finished ahead of the index.
The company’s own industry operated as a drag. Among the 12 industries within the Information Technology sector, Application Software ranked 11th based on the typical company’s five-year return. The typical technology stock also fell. Strategy rose against the tide of its own group.
Averytin News Financial update.