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Side-by-side financial comparison of Strategy Inc (MSTR) and RISKIFIED LTD. (RSKD). Click either name above to swap in a different company.
RISKIFIED LTD. is the larger business by last-quarter revenue ($234.0M vs $123.0M, roughly 1.9× Strategy Inc).
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...
Riskified is a publicly traded software company headquartered in Tel Aviv, Israel, with additional offices in New York City. The company provides software-as-a-service (SaaS) solutions focused on fraud prevention, chargeback management, and risk intelligence for e-commerce merchants.
MSTR vs RSKD — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $123.0M | $234.0M |
| Net Profit | — | $-30.8M |
| Gross Margin | 66.1% | 52.2% |
| Operating Margin | — | -19.0% |
| Net Margin | — | -13.2% |
| Revenue YoY | 1.9% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | — | — |
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.
| Q4 25 | $123.0M | — | ||
| Q3 25 | $128.7M | $234.0M | ||
| Q2 25 | $114.5M | $155.1M | ||
| Q1 25 | $111.1M | $76.4M | ||
| Q4 24 | $120.7M | — | ||
| Q3 24 | $116.1M | $213.5M | ||
| Q2 24 | $111.4M | $141.7M | ||
| Q1 24 | $115.2M | $68.9M |
| Q4 25 | — | — | ||
| Q3 25 | $2.8B | $-30.8M | ||
| Q2 25 | $10.0B | $-21.1M | ||
| Q1 25 | $-4.2B | $-11.6M | ||
| Q4 24 | $-670.8M | — | ||
| Q3 24 | $-340.2M | $-55.8M | ||
| Q2 24 | $-102.6M | $-34.8M | ||
| Q1 24 | $-53.1M | $-18.0M |
| Q4 25 | 66.1% | — | ||
| Q3 25 | 70.5% | 52.2% | ||
| Q2 25 | 68.8% | 53.6% | ||
| Q1 25 | 69.4% | 55.1% | ||
| Q4 24 | 71.7% | — | ||
| Q3 24 | 70.4% | 48.7% | ||
| Q2 24 | 72.2% | 51.4% | ||
| Q1 24 | 74.0% | 52.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -19.0% | ||
| Q2 25 | — | -19.4% | ||
| Q1 25 | -5331.4% | -20.8% | ||
| Q4 24 | -842.1% | — | ||
| Q3 24 | -372.7% | -32.9% | ||
| Q2 24 | -179.7% | -31.8% | ||
| Q1 24 | -176.8% | -33.4% |
| Q4 25 | — | — | ||
| Q3 25 | 2164.1% | -13.2% | ||
| Q2 25 | 8752.7% | -13.6% | ||
| Q1 25 | -3797.2% | -15.2% | ||
| Q4 24 | -555.8% | — | ||
| Q3 24 | -293.1% | -26.1% | ||
| Q2 24 | -92.0% | -24.6% | ||
| Q1 24 | -46.1% | -26.1% |
| Q4 25 | — | — | ||
| Q3 25 | $8.42 | — | ||
| Q2 25 | $32.60 | — | ||
| Q1 25 | $-16.49 | — | ||
| Q4 24 | $4.49 | — | ||
| Q3 24 | $-1.72 | — | ||
| Q2 24 | $-0.57 | — | ||
| Q1 24 | $-0.31 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.3B | $371.1M |
| Total DebtLower is stronger | $8.2B | — |
| Stockholders' EquityBook value | $44.1B | $382.3M |
| Total Assets | $61.6B | $495.9M |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.3B | — | ||
| Q3 25 | $54.3M | $371.1M | ||
| Q2 25 | $50.1M | $371.1M | ||
| Q1 25 | $60.3M | $371.1M | ||
| Q4 24 | $38.1M | — | ||
| Q3 24 | $46.3M | $440.8M | ||
| Q2 24 | $66.9M | $440.8M | ||
| Q1 24 | $81.3M | $440.8M |
| 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 | — |
| Q4 25 | $44.1B | — | ||
| Q3 25 | $52.3B | $382.3M | ||
| Q2 25 | $47.5B | $382.3M | ||
| Q1 25 | $32.2B | $382.3M | ||
| Q4 24 | $18.2B | — | ||
| Q3 24 | $3.8B | $491.7M | ||
| Q2 24 | $2.8B | $491.7M | ||
| Q1 24 | $2.4B | $491.7M |
| Q4 25 | $61.6B | — | ||
| Q3 25 | $73.6B | $495.9M | ||
| Q2 25 | $64.8B | $495.9M | ||
| Q1 25 | $43.9B | $495.9M | ||
| Q4 24 | $25.8B | — | ||
| Q3 24 | $8.3B | $601.9M | ||
| Q2 24 | $7.1B | $601.9M | ||
| Q1 24 | $6.4B | $601.9M |
| 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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
