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Side-by-side financial comparison of Strategy Inc (MSTR) and RCM TECHNOLOGIES, INC. (RCMT). Click either name above to swap in a different company.

Strategy Inc is the larger business by last-quarter revenue ($123.0M vs $86.5M, roughly 1.4× RCM TECHNOLOGIES, INC.). On growth, RCM TECHNOLOGIES, INC. posted the faster year-over-year revenue change (12.4% vs 1.9%). Over the past eight quarters, RCM TECHNOLOGIES, INC.'s revenue compounded faster (9.6% CAGR vs 3.3%).

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...

Exela Technologies, Inc. is an American business process automation ("BPA") company. It was created with the merger of SourceHOV LCC, Novitex Holdings, Inc. and Quinpario Acquisition Corp. 2.

MSTR vs RCMT — Head-to-Head

Bigger by revenue
MSTR
MSTR
1.4× larger
MSTR
$123.0M
$86.5M
RCMT
Growing faster (revenue YoY)
RCMT
RCMT
+10.5% gap
RCMT
12.4%
1.9%
MSTR
Faster 2-yr revenue CAGR
RCMT
RCMT
Annualised
RCMT
9.6%
3.3%
MSTR

Income Statement — Q2 FY2026 vs Q1 FY2026

Metric
MSTR
MSTR
RCMT
RCMT
Revenue
$123.0M
$86.5M
Net Profit
$6.1M
Gross Margin
66.1%
28.1%
Operating Margin
9.2%
Net Margin
7.1%
Revenue YoY
1.9%
12.4%
Net Profit YoY
112.9%
EPS (diluted)
$0.80

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
MSTR
MSTR
RCMT
RCMT
Q1 26
$86.5M
Q4 25
$123.0M
Q3 25
$128.7M
$70.3M
Q2 25
$114.5M
$78.2M
Q1 25
$111.1M
$84.5M
Q4 24
$120.7M
$76.9M
Q3 24
$116.1M
$60.4M
Q2 24
$111.4M
$69.2M
Net Profit
MSTR
MSTR
RCMT
RCMT
Q1 26
$6.1M
Q4 25
Q3 25
$2.8B
$2.3M
Q2 25
$10.0B
$3.8M
Q1 25
$-4.2B
$4.2M
Q4 24
$-670.8M
$2.9M
Q3 24
$-340.2M
$2.7M
Q2 24
$-102.6M
$3.8M
Gross Margin
MSTR
MSTR
RCMT
RCMT
Q1 26
28.1%
Q4 25
66.1%
Q3 25
70.5%
27.6%
Q2 25
68.8%
28.5%
Q1 25
69.4%
26.0%
Q4 24
71.7%
28.0%
Q3 24
70.4%
29.6%
Q2 24
72.2%
28.9%
Operating Margin
MSTR
MSTR
RCMT
RCMT
Q1 26
9.2%
Q4 25
Q3 25
5.6%
Q2 25
8.4%
Q1 25
-5331.4%
7.8%
Q4 24
-842.1%
8.2%
Q3 24
-372.7%
7.3%
Q2 24
-179.7%
8.4%
Net Margin
MSTR
MSTR
RCMT
RCMT
Q1 26
7.1%
Q4 25
Q3 25
2164.1%
3.2%
Q2 25
8752.7%
4.8%
Q1 25
-3797.2%
5.0%
Q4 24
-555.8%
3.7%
Q3 24
-293.1%
4.5%
Q2 24
-92.0%
5.4%
EPS (diluted)
MSTR
MSTR
RCMT
RCMT
Q1 26
$0.80
Q4 25
Q3 25
$8.42
$0.30
Q2 25
$32.60
$0.50
Q1 25
$-16.49
$0.54
Q4 24
$4.49
$0.38
Q3 24
$-1.72
$0.35
Q2 24
$-0.57
$0.47

Balance Sheet & Financial Strength

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

Metric
MSTR
MSTR
RCMT
RCMT
Cash + ST InvestmentsLiquidity on hand
$2.3B
$2.9M
Total DebtLower is stronger
$8.2B
Stockholders' EquityBook value
$44.1B
$46.0M
Total Assets
$61.6B
$134.4M
Debt / EquityLower = less leverage
0.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MSTR
MSTR
RCMT
RCMT
Q1 26
$2.9M
Q4 25
$2.3B
Q3 25
$54.3M
$1.3M
Q2 25
$50.1M
$5.5M
Q1 25
$60.3M
$5.2M
Q4 24
$38.1M
$4.7M
Q3 24
$46.3M
$3.2M
Q2 24
$66.9M
$3.5M
Total Debt
MSTR
MSTR
RCMT
RCMT
Q1 26
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
Stockholders' Equity
MSTR
MSTR
RCMT
RCMT
Q1 26
$46.0M
Q4 25
$44.1B
Q3 25
$52.3B
$41.4M
Q2 25
$47.5B
$37.8M
Q1 25
$32.2B
$34.6M
Q4 24
$18.2B
$33.5M
Q3 24
$3.8B
$30.0M
Q2 24
$2.8B
$28.5M
Total Assets
MSTR
MSTR
RCMT
RCMT
Q1 26
$134.4M
Q4 25
$61.6B
Q3 25
$73.6B
$129.8M
Q2 25
$64.8B
$135.6M
Q1 25
$43.9B
$121.0M
Q4 24
$25.8B
$132.1M
Q3 24
$8.3B
$125.5M
Q2 24
$7.1B
$118.3M
Debt / Equity
MSTR
MSTR
RCMT
RCMT
Q1 26
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×

Cash Flow & Capital Efficiency

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

Metric
MSTR
MSTR
RCMT
RCMT
Operating Cash FlowLast quarter
$19.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
3.11×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MSTR
MSTR
RCMT
RCMT
Q1 26
$19.0M
Q4 25
Q3 25
$-8.3M
$-1.3M
Q2 25
$-34.9M
$-7.9M
Q1 25
$-2.4M
$16.7M
Q4 24
$-17.3M
$-1.6M
Q3 24
$-41.0M
$-4.3M
Q2 24
$-23.3M
$5.7M
Free Cash Flow
MSTR
MSTR
RCMT
RCMT
Q1 26
Q4 25
Q3 25
$-11.1M
$-1.8M
Q2 25
$-37.0M
$-8.4M
Q1 25
$-5.1M
$16.2M
Q4 24
$-17.6M
$-2.6M
Q3 24
$-41.4M
$-4.9M
Q2 24
$-24.1M
$5.3M
FCF Margin
MSTR
MSTR
RCMT
RCMT
Q1 26
Q4 25
Q3 25
-8.6%
-2.5%
Q2 25
-32.3%
-10.7%
Q1 25
-4.6%
19.2%
Q4 24
-14.6%
-3.4%
Q3 24
-35.7%
-8.1%
Q2 24
-21.6%
7.7%
Capex Intensity
MSTR
MSTR
RCMT
RCMT
Q1 26
Q4 25
Q3 25
2.2%
0.7%
Q2 25
1.8%
0.6%
Q1 25
2.5%
0.5%
Q4 24
0.2%
1.3%
Q3 24
0.4%
0.9%
Q2 24
0.6%
0.6%
Cash Conversion
MSTR
MSTR
RCMT
RCMT
Q1 26
3.11×
Q4 25
Q3 25
-0.00×
-0.56×
Q2 25
-0.00×
-2.08×
Q1 25
3.98×
Q4 24
-0.57×
Q3 24
-1.58×
Q2 24
1.52×

Financial Flow Comparison

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

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