vs

Side-by-side financial comparison of KURA SUSHI USA, INC. (KRUS) and Strategy Inc (MSTR). Click either name above to swap in a different company.

Strategy Inc is the larger business by last-quarter revenue ($123.0M vs $73.5M, roughly 1.7× KURA SUSHI USA, INC.). On growth, KURA SUSHI USA, INC. posted the faster year-over-year revenue change (14.0% vs 1.9%). Over the past eight quarters, KURA SUSHI USA, INC.'s revenue compounded faster (13.2% CAGR vs 3.3%).

Kura Sushi, Inc. is a Japanese conveyor belt sushi restaurant chain. It is the second largest sushi restaurant chain in Japan, behind Sushiro and ahead of Hama Sushi. Its headquarters are in Sakai, Osaka Prefecture. It has 543 locations in Japan, 56 in Taiwan, and 69 in the United States.

Strategy Inc., formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spahr, the firm develops software to analyze internal and external data in order to make business decisions and to develop mobile apps. It is a public company headquartered in Tysons Corner, Virginia, in the Washington metropolitan area. Its primary business analytics competitors include SAP SE Busin...

KRUS vs MSTR — Head-to-Head

Bigger by revenue
MSTR
MSTR
1.7× larger
MSTR
$123.0M
$73.5M
KRUS
Growing faster (revenue YoY)
KRUS
KRUS
+12.1% gap
KRUS
14.0%
1.9%
MSTR
Faster 2-yr revenue CAGR
KRUS
KRUS
Annualised
KRUS
13.2%
3.3%
MSTR

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
KRUS
KRUS
MSTR
MSTR
Revenue
$73.5M
$123.0M
Net Profit
$-3.1M
Gross Margin
66.1%
Operating Margin
-5.0%
Net Margin
-4.2%
Revenue YoY
14.0%
1.9%
Net Profit YoY
-218.4%
EPS (diluted)
$-0.25

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
KRUS
KRUS
MSTR
MSTR
Q4 25
$73.5M
$123.0M
Q3 25
$79.4M
$128.7M
Q2 25
$74.0M
$114.5M
Q1 25
$64.9M
$111.1M
Q4 24
$64.5M
$120.7M
Q3 24
$66.0M
$116.1M
Q2 24
$63.1M
$111.4M
Q1 24
$57.3M
$115.2M
Net Profit
KRUS
KRUS
MSTR
MSTR
Q4 25
$-3.1M
Q3 25
$2.3M
$2.8B
Q2 25
$565.0K
$10.0B
Q1 25
$-3.8M
$-4.2B
Q4 24
$-961.0K
$-670.8M
Q3 24
$-5.2M
$-340.2M
Q2 24
$-558.0K
$-102.6M
Q1 24
$-998.0K
$-53.1M
Gross Margin
KRUS
KRUS
MSTR
MSTR
Q4 25
66.1%
Q3 25
70.5%
Q2 25
68.8%
Q1 25
69.4%
Q4 24
71.7%
Q3 24
70.4%
Q2 24
72.2%
Q1 24
74.0%
Operating Margin
KRUS
KRUS
MSTR
MSTR
Q4 25
-5.0%
Q3 25
1.8%
Q2 25
-0.2%
Q1 25
-7.1%
-5331.4%
Q4 24
-2.3%
-842.1%
Q3 24
-8.8%
-372.7%
Q2 24
-1.9%
-179.7%
Q1 24
-2.9%
-176.8%
Net Margin
KRUS
KRUS
MSTR
MSTR
Q4 25
-4.2%
Q3 25
2.9%
2164.1%
Q2 25
0.8%
8752.7%
Q1 25
-5.8%
-3797.2%
Q4 24
-1.5%
-555.8%
Q3 24
-7.9%
-293.1%
Q2 24
-0.9%
-92.0%
Q1 24
-1.7%
-46.1%
EPS (diluted)
KRUS
KRUS
MSTR
MSTR
Q4 25
$-0.25
Q3 25
$0.18
$8.42
Q2 25
$0.05
$32.60
Q1 25
$-0.31
$-16.49
Q4 24
$-0.08
$4.49
Q3 24
$-0.47
$-1.72
Q2 24
$-0.05
$-0.57
Q1 24
$-0.09
$-0.31

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
KRUS
KRUS
MSTR
MSTR
Cash + ST InvestmentsLiquidity on hand
$50.7M
$2.3B
Total DebtLower is stronger
$8.2B
Stockholders' EquityBook value
$229.2M
$44.1B
Total Assets
$443.5M
$61.6B
Debt / EquityLower = less leverage
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KRUS
KRUS
MSTR
MSTR
Q4 25
$50.7M
$2.3B
Q3 25
$62.5M
$54.3M
Q2 25
$60.5M
$50.1M
Q1 25
$85.2M
$60.3M
Q4 24
$107.7M
$38.1M
Q3 24
$51.0M
$46.3M
Q2 24
$60.7M
$66.9M
Q1 24
$62.8M
$81.3M
Total Debt
KRUS
KRUS
MSTR
MSTR
Q4 25
$8.2B
Q3 25
$8.2B
Q2 25
$8.2B
Q1 25
$8.1B
Q4 24
$7.2B
Q3 24
$4.2B
Q2 24
$3.8B
Q1 24
$3.6B
Stockholders' Equity
KRUS
KRUS
MSTR
MSTR
Q4 25
$229.2M
$44.1B
Q3 25
$231.1M
$52.3B
Q2 25
$227.0M
$47.5B
Q1 25
$225.0M
$32.2B
Q4 24
$227.6M
$18.2B
Q3 24
$162.5M
$3.8B
Q2 24
$166.4M
$2.8B
Q1 24
$165.3M
$2.4B
Total Assets
KRUS
KRUS
MSTR
MSTR
Q4 25
$443.5M
$61.6B
Q3 25
$430.9M
$73.6B
Q2 25
$419.4M
$64.8B
Q1 25
$410.4M
$43.9B
Q4 24
$403.8M
$25.8B
Q3 24
$328.5M
$8.3B
Q2 24
$324.7M
$7.1B
Q1 24
$315.5M
$6.4B
Debt / Equity
KRUS
KRUS
MSTR
MSTR
Q4 25
0.19×
Q3 25
0.16×
Q2 25
0.17×
Q1 25
0.25×
Q4 24
0.39×
Q3 24
1.12×
Q2 24
1.36×
Q1 24
1.48×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
KRUS
KRUS
MSTR
MSTR
Operating Cash FlowLast quarter
$529.0K
Free Cash FlowOCF − Capex
$-13.3M
FCF MarginFCF / Revenue
-18.1%
Capex IntensityCapex / Revenue
18.8%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-27.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KRUS
KRUS
MSTR
MSTR
Q4 25
$529.0K
Q3 25
$9.4M
$-8.3M
Q2 25
$6.7M
$-34.9M
Q1 25
$4.3M
$-2.4M
Q4 24
$4.4M
$-17.3M
Q3 24
$669.0K
$-41.0M
Q2 24
$8.7M
$-23.3M
Q1 24
$3.8M
$28.6M
Free Cash Flow
KRUS
KRUS
MSTR
MSTR
Q4 25
$-13.3M
Q3 25
$-79.0K
$-11.1M
Q2 25
$-6.9M
$-37.0M
Q1 25
$-7.3M
$-5.1M
Q4 24
$-7.2M
$-17.6M
Q3 24
$-9.6M
$-41.4M
Q2 24
$-2.4M
$-24.1M
Q1 24
$-9.7M
$27.0M
FCF Margin
KRUS
KRUS
MSTR
MSTR
Q4 25
-18.1%
Q3 25
-0.1%
-8.6%
Q2 25
-9.3%
-32.3%
Q1 25
-11.2%
-4.6%
Q4 24
-11.2%
-14.6%
Q3 24
-14.6%
-35.7%
Q2 24
-3.8%
-21.6%
Q1 24
-16.9%
23.5%
Capex Intensity
KRUS
KRUS
MSTR
MSTR
Q4 25
18.8%
Q3 25
11.9%
2.2%
Q2 25
18.4%
1.8%
Q1 25
17.8%
2.5%
Q4 24
17.9%
0.2%
Q3 24
15.6%
0.4%
Q2 24
17.6%
0.6%
Q1 24
23.5%
1.3%
Cash Conversion
KRUS
KRUS
MSTR
MSTR
Q4 25
Q3 25
4.12×
-0.00×
Q2 25
11.88×
-0.00×
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Related Comparisons