vs

Side-by-side financial comparison of CENTRUS ENERGY CORP (LEU) and Strategy Inc (MSTR). Click either name above to swap in a different company.

CENTRUS ENERGY CORP is the larger business by last-quarter revenue ($146.2M vs $123.0M, roughly 1.2× Strategy Inc). On growth, Strategy Inc posted the faster year-over-year revenue change (1.9% vs -3.6%). Over the past eight quarters, CENTRUS ENERGY CORP's revenue compounded faster (82.9% CAGR vs 3.3%).

Centrus Energy Corp. is an American company that supplies nuclear fuel for use in nuclear power plants and works to develop and deploy centrifuge technology to produce enriched uranium for commercial and government uses, including for national security.

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...

LEU vs MSTR — Head-to-Head

Bigger by revenue
LEU
LEU
1.2× larger
LEU
$146.2M
$123.0M
MSTR
Growing faster (revenue YoY)
MSTR
MSTR
+5.5% gap
MSTR
1.9%
-3.6%
LEU
Faster 2-yr revenue CAGR
LEU
LEU
Annualised
LEU
82.9%
3.3%
MSTR

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
LEU
LEU
MSTR
MSTR
Revenue
$146.2M
$123.0M
Net Profit
Gross Margin
23.9%
66.1%
Operating Margin
8.8%
Net Margin
Revenue YoY
-3.6%
1.9%
Net Profit YoY
EPS (diluted)
$0.52

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
LEU
LEU
MSTR
MSTR
Q4 25
$146.2M
$123.0M
Q3 25
$74.9M
$128.7M
Q2 25
$154.5M
$114.5M
Q1 25
$73.1M
$111.1M
Q4 24
$151.6M
$120.7M
Q3 24
$57.7M
$116.1M
Q2 24
$189.0M
$111.4M
Q1 24
$43.7M
$115.2M
Net Profit
LEU
LEU
MSTR
MSTR
Q4 25
Q3 25
$3.9M
$2.8B
Q2 25
$28.9M
$10.0B
Q1 25
$27.2M
$-4.2B
Q4 24
$-670.8M
Q3 24
$-5.0M
$-340.2M
Q2 24
$30.6M
$-102.6M
Q1 24
$-6.1M
$-53.1M
Gross Margin
LEU
LEU
MSTR
MSTR
Q4 25
23.9%
66.1%
Q3 25
-5.7%
70.5%
Q2 25
34.9%
68.8%
Q1 25
45.0%
69.4%
Q4 24
40.8%
71.7%
Q3 24
15.4%
70.4%
Q2 24
19.3%
72.2%
Q1 24
9.8%
74.0%
Operating Margin
LEU
LEU
MSTR
MSTR
Q4 25
8.8%
Q3 25
-22.2%
Q2 25
21.7%
Q1 25
28.0%
-5331.4%
Q4 24
29.7%
-842.1%
Q3 24
-13.2%
-372.7%
Q2 24
11.2%
-179.7%
Q1 24
-24.3%
-176.8%
Net Margin
LEU
LEU
MSTR
MSTR
Q4 25
Q3 25
5.2%
2164.1%
Q2 25
18.7%
8752.7%
Q1 25
37.2%
-3797.2%
Q4 24
-555.8%
Q3 24
-8.7%
-293.1%
Q2 24
16.2%
-92.0%
Q1 24
-14.0%
-46.1%
EPS (diluted)
LEU
LEU
MSTR
MSTR
Q4 25
$0.52
Q3 25
$0.19
$8.42
Q2 25
$1.59
$32.60
Q1 25
$1.60
$-16.49
Q4 24
$3.26
$4.49
Q3 24
$-0.30
$-1.72
Q2 24
$1.89
$-0.57
Q1 24
$-0.38
$-0.31

Balance Sheet & Financial Strength

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

Metric
LEU
LEU
MSTR
MSTR
Cash + ST InvestmentsLiquidity on hand
$2.0B
$2.3B
Total DebtLower is stronger
$1.2B
$8.2B
Stockholders' EquityBook value
$765.1M
$44.1B
Total Assets
$2.4B
$61.6B
Debt / EquityLower = less leverage
1.54×
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LEU
LEU
MSTR
MSTR
Q4 25
$2.0B
$2.3B
Q3 25
$1.6B
$54.3M
Q2 25
$833.0M
$50.1M
Q1 25
$653.0M
$60.3M
Q4 24
$671.4M
$38.1M
Q3 24
$194.3M
$46.3M
Q2 24
$227.0M
$66.9M
Q1 24
$209.3M
$81.3M
Total Debt
LEU
LEU
MSTR
MSTR
Q4 25
$1.2B
$8.2B
Q3 25
$1.2B
$8.2B
Q2 25
$390.0M
$8.2B
Q1 25
$389.5M
$8.1B
Q4 24
$472.5M
$7.2B
Q3 24
$83.5M
$4.2B
Q2 24
$86.5M
$3.8B
Q1 24
$86.5M
$3.6B
Stockholders' Equity
LEU
LEU
MSTR
MSTR
Q4 25
$765.1M
$44.1B
Q3 25
$363.1M
$52.3B
Q2 25
$359.1M
$47.5B
Q1 25
$213.9M
$32.2B
Q4 24
$161.4M
$18.2B
Q3 24
$76.4M
$3.8B
Q2 24
$76.6M
$2.8B
Q1 24
$33.8M
$2.4B
Total Assets
LEU
LEU
MSTR
MSTR
Q4 25
$2.4B
$61.6B
Q3 25
$2.2B
$73.6B
Q2 25
$1.3B
$64.8B
Q1 25
$1.3B
$43.9B
Q4 24
$1.1B
$25.8B
Q3 24
$591.0M
$8.3B
Q2 24
$668.2M
$7.1B
Q1 24
$750.0M
$6.4B
Debt / Equity
LEU
LEU
MSTR
MSTR
Q4 25
1.54×
0.19×
Q3 25
3.23×
0.16×
Q2 25
1.09×
0.17×
Q1 25
1.82×
0.25×
Q4 24
2.93×
0.39×
Q3 24
1.09×
1.12×
Q2 24
1.13×
1.36×
Q1 24
2.56×
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
LEU
LEU
MSTR
MSTR
Operating Cash FlowLast quarter
$-48.4M
Free Cash FlowOCF − Capex
$-58.0M
FCF MarginFCF / Revenue
-39.7%
Capex IntensityCapex / Revenue
6.6%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$31.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LEU
LEU
MSTR
MSTR
Q4 25
$-48.4M
Q3 25
$10.1M
$-8.3M
Q2 25
$52.8M
$-34.9M
Q1 25
$36.5M
$-2.4M
Q4 24
$57.9M
$-17.3M
Q3 24
$-33.2M
$-41.0M
Q2 24
$7.0M
$-23.3M
Q1 24
$5.3M
$28.6M
Free Cash Flow
LEU
LEU
MSTR
MSTR
Q4 25
$-58.0M
Q3 25
$5.7M
$-11.1M
Q2 25
$49.2M
$-37.0M
Q1 25
$34.4M
$-5.1M
Q4 24
$57.2M
$-17.6M
Q3 24
$-34.2M
$-41.4M
Q2 24
$6.1M
$-24.1M
Q1 24
$3.8M
$27.0M
FCF Margin
LEU
LEU
MSTR
MSTR
Q4 25
-39.7%
Q3 25
7.6%
-8.6%
Q2 25
31.8%
-32.3%
Q1 25
47.1%
-4.6%
Q4 24
37.7%
-14.6%
Q3 24
-59.3%
-35.7%
Q2 24
3.2%
-21.6%
Q1 24
8.7%
23.5%
Capex Intensity
LEU
LEU
MSTR
MSTR
Q4 25
6.6%
Q3 25
5.9%
2.2%
Q2 25
2.3%
1.8%
Q1 25
2.9%
2.5%
Q4 24
0.5%
0.2%
Q3 24
1.7%
0.4%
Q2 24
0.5%
0.6%
Q1 24
3.4%
1.3%
Cash Conversion
LEU
LEU
MSTR
MSTR
Q4 25
Q3 25
2.59×
-0.00×
Q2 25
1.83×
-0.00×
Q1 25
1.34×
Q4 24
Q3 24
Q2 24
0.23×
Q1 24

Financial Flow Comparison

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

Revenue Breakdown by Segment

LEU
LEU

Separative Work Units$111.0M76%
Services$21.8M15%
Other$13.4M9%

MSTR
MSTR

Segment breakdown not available.

Related Comparisons