Strive, based in Ohio, emerged from an asset manager for index funds and today mainly holds Bitcoin as a reserve on its balance sheet. The development of the stock therefore depends heavily on Bitcoin. Strive also continues to manage funds for investors. As of Oct 16, 2026
Strive is a structured finance company and institutional asset manager that uses Bitcoin as the benchmark for its investments. The company acquires Bitcoin on the open market and through acquisitions and finances this, among other things, by issuing equity and debt. For this, Strive issues the perpetual preferred stock SATA, which according to the company is designed for steady payments to investors. As an asset manager, the company earns recurring fees that rise with the assets under management. Since January 2026 Semler Scientific has belonged to Strive; the subsidiary offers the QuantaFlo blood flow test mainly under license. Strive holds its Bitcoin with institutional custodians based in the United States.
Automatically summarized from SEC annual report (10-K, filed Mar 19, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 17, 2026
Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.
Growth, margin and debt compared with the sector – in detail in the fundamental analysis further down. The chart shows the candles without a buy zone.
Growth: redMargin: redDebt: gray
Strive · Sector Financials · amounts in USD
Information only – does not affect the other analysis methods, not investment advice. Source: SEC filings, As of Mar 31, 2025.
Four angles on the annual figures. Each check counts how many disclosed criteria are met – criteria without data do not count. The bars show where the company ranks on each figure among the stocks we cover and within its sector.
Fiscal year to Dec 31, 2024 · latest available annual figures: fiscal year 2024
−1,010.9% Fiscal year 2024
Rank 3 of 100: higher than 3% of 192 peers (All). weak.
Rank 4 of 100: higher than 4% of 13 peers (Sector). weak.
Median Financials: 39.0%
Operating income divided by revenue: what the core business earns before interest and taxes.
−1,009.3% Fiscal year 2024
Rank 2 of 100: higher than 2% of 237 peers (All). weak.
Rank 2 of 100: higher than 2% of 33 peers (Sector). weak.
Median Financials: 26.2%
Profit after all costs, interest and taxes divided by revenue.
−229.5% Fiscal year 2024
Rank 0 of 100: higher than 0% of 218 peers (All). weak.
Rank 2 of 100: higher than 2% of 32 peers (Sector). weak.
Median Financials: 13.9%
Net income divided by equity at fiscal year end.
−198.7% Fiscal year 2024 (total assets at year end)
Rank 0 of 100: higher than 0% of 238 peers (All). weak.
Rank 2 of 100: higher than 2% of 33 peers (Sector). weak.
Median Financials: 2.4%
Net income divided by total assets at fiscal year end.
86.6% Fiscal year 2024
Rank 96 of 100: higher than 96% of 239 peers (All). strong.
Rank 95 of 100: higher than 95% of 33 peers (Sector). strong.
Median Financials: 18.2%
Equity as a share of total assets. Usually low for banks.
−777.3% Fiscal year 2024
Rank 3 of 100: higher than 3% of 213 peers (All). weak.
Rank 2 of 100: higher than 2% of 23 peers (Sector). weak.
Median Financials: 25.8%
Free cash flow divided by revenue.
−4.9M USD Fiscal year 2024
Operating cash flow minus capital expenditure on property and equipment.
−8.6% per year
Rank 6 of 100: higher than 6% of 230 peers (All). weak.
Rank 2 of 100: higher than 2% of 32 peers (Sector). weak.
Median Financials: +9.7%
Average growth per year over 3 fiscal years.
6.26 at fiscal year end
Rank 93 of 100: higher than 93% of 215 peers (All). strong.
Rank 88 of 100: higher than 88% of 13 peers (Sector). strong.
Median Financials: 1.10
Current assets divided by current liabilities.
+93.9% in 3 years
No rank: too few peers or not computed yet.
Change in diluted share count. Negative = share buybacks, positive = new shares.
Banks and insurers usually do not report gross margin, current assets or capital expenditure – those criteria then do not count. Debt is part of their business.
Price-based criteria (P/E, dividend yield) are shown to signed-in users.
Computed automatically from SEC annual reports – not investment advice. Describes the reported figures; points are not a rating of the stock. Rank 0–100 against the 239 stocks we cover and against the sector (from 5 peers); the stronger side is always on the right.
Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.
No reported values for “Dividend per share” in this interval.
No reported values for “Dividend per share” in this interval.
Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 633.5K USD · Net income −6.4M USD · Net margin −1,009.3%
Where the money of a fiscal year goes and how margins, returns, balance sheet, cash flow and share count developed over up to 10 years. Each chart has one sentence saying what the trend shows.
Of 100 USD of revenue, no profit was left.
Operating loss: −1,010.9% of revenue
| Item | Amount | of revenue |
|---|---|---|
| Revenue | 633.5K USD | 100.0% |
| Cost of revenue and operating expenses | 7.0M USD | 1,110.9% |
Taxes, interest and other items are not available separately in the SEC data; they are combined as the difference.
The operating margin fell within one year from 1.8% to −188.1%.
Operating marginNet margin Margins above ±200% hidden (revenue very small relative to the result).Return on equity fell in 3 years from 34.5% to −229.5%.
Return on equityReturn on assetsThe equity ratio rose in 3 years from 73.4% to 86.6%.
Equity in USD Long-term debt, depending on the filing, includes the current portion or leases.The current ratio rose in 3 years from 3.77 to 6.26.
Current ratioThe share count rose in 3 years by 93.9% – more new shares were issued than repurchased (dilution).
Diluted share countBanks and insurers: gross margin, current assets and capital expenditure are usually not reported and cash flow is not meaningful there – those lines and charts are omitted.
From annual reports filed with the SEC (10-K, 20-F, 40-F) as first reported, share count adjusted for splits; obvious filing errors (e.g. wrong unit, outliers against both neighbouring years) are hidden. Describes the reported figures – not investment advice.
How much the company returns to its shareholders – as dividends or by repurchasing its own shares – and whether free cash flow supports it.
For banks and insurers free cash flow is not meaningful; ratios to free cash flow are usually omitted.
Dividends paid, repurchases and new shares issued from the cash flow statement of annual reports filed with the SEC (as first reported). Describes the reported figures – not investment advice.
Price-based valuation (P/E, P/S, price/free cash flow and dividend yield per fiscal year, compared with its own average) for signed-in users. Log in
Strive next to 8 stocks of the sector Financials we cover that are closest in revenue. Click a column header to sort the table.
| Symbol | Revenue (FY) | Growth 5 yrs | Gross margin | Op. margin | Net margin | ROE | Equity ratio | FCF margin | Piotroski |
|---|---|---|---|---|---|---|---|---|---|
| ICE Intercontinental Exchange | 12.6B USD | +8.9% | – | 39.0% | 26.2% | 11.5% | 21.1% | – | – |
| MCO Moody's Corporation | 7.7B USD | +7.5% | – | 43.4% | 31.9% | 60.7% | 25.6% | – | – |
| COIN Coinbase | 7.2B USD | +41.2% | – | 20.0% | 17.6% | 8.5% | 49.9% | – | – |
| CME CME Group | 6.5B USD | +6.0% | – | 64.9% | 62.5% | 14.2% | 14.5% | – | – |
| HOOD Robinhood Markets | 4.5B USD | +36.1% | – | – | 42.1% | 20.6% | 24.0% | – | – |
| CRCL Circle Internet Group | 2.7B USD | – | – | −3.5% | −2.5% | – | 4.2% | – | – |
| SOFI SoFi Technologies | 619.4M USD | +43.1% | – | – | 77.7% | 4.6% | 20.7% | – | – |
| BMNR BitMine Immersion Technologies | 6.1M USD | – | – | 7,288.1% | 5,719.1% | 4.0% | 98.8% | – | – |
| ASST Strive this stock | 633.5K USD | – | – | −1,010.9% | −1,009.3% | −229.5% | 86.6% | – | – |
| Median of the sector 33 symbols | 27.0B USD | +9.1% | – | 39.0% | 26.2% | 13.9% | 18.2% | – | – |
Growth 5 yrs = revenue growth per year over 5 fiscal years · Op. margin = operating margin · ROE = return on equity · FCF = free cash flow · Piotroski = F-Score (only with all 9 criteria).
Banks and insurers: gross margin (only if reported), free cash flow margin and Piotroski are not meaningful there (“–”).
Figures of the last fiscal year from SEC annual reports (peers as of Oct 28, 2026). Median across all companies of the sector we cover (from 5 stocks; several share classes of one company count once). Signed-in users also see P/E, P/S and dividend yield in the comparison. Describes the reported figures – not investment advice.
Each light follows a simple, disclosed rule. The comparison is with the sector median Sector medianThe middle value of all companies in a sector: half are above it, half below. Unlike the average, single outliers hardly distort it.Example: Margins 4%, 8%, 10%, 12%, 60% → median 10%, average 18.8%.More in the Academy: Lesson putting the P/E in context of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).
−8.6% per year, last 3 years
Sector Financials: median +9.3% (76 symbols)
What does this mean? Revenue: over 3 years it fell by 8.6% per year on average. The median company in the sector reached +9.3% per year.
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
– per year, last 3 years
Sector Financials: median +12.0% (64 symbols)
per share: not computable (loss in the first or last year)
What does this mean? There was a loss in the first or last year. An annual growth rate cannot be calculated meaningfully then.
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
−1,009.3% last fiscal year
Sector Financials: median 19.4% (75 symbols)
What does this mean? Of every 100 USD in revenue there was no profit but a loss of 1,009.32 USD.
Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.
– latest balance sheet
Sector Financials: median 0.63 (60 symbols)
What does this mean? No usable figure: reported financial debt or positive equity for the same balance sheet date is missing.
Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.
– Dividend / earnings per share
Sector Financials: median 34% (58 symbols)
What does this mean? The loaded SEC filings of the last two fiscal years contain no dividend per share. Either the company pays none, or it reports it under a different tag.
Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.
1 of 4 fiscal years with a profit
What does this mean? In 1 of the last 4 fiscal years the bottom line showed a profit. 3 years ended with a loss.
Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).
| Year | End | Revenue | Net income | Margin | Earnings per share | Dividend per share | Payout |
|---|---|---|---|---|---|---|---|
| 2024 | Dec 31, 2024 | 633.5K | −6.4M | −1,009.3% | −1.70 | – | – |
| 2023 | Dec 31, 2023 | 277.0K | −4.9M | −1,780.0% | −1.80 | – | – |
| 2022 | Dec 31, 2022 | 343.1K | −645.3K | −188.1% | −0.30 | – | – |
| 2021 | Dec 31, 2021 | 829.6K | 14.9K | 1.8% | 0.00 | – | – |
| Quarter | End | Revenue | Net income | Margin | Earnings per share | Dividend per share | Payout |
|---|---|---|---|---|---|---|---|
| Q2/26 | Jun 30, 2026 | 2.9M | −257.6M | −8,759.0% | −3.77 | – | – |
| Q1/26 | Mar 31, 2026 | 2.8M | −265.9M | −9,634.3% | −4.53 | – | – |
| Q2/25 | Jun 30, 2025 | 173.3K | −2.7M | −1,537.9% | −0.17 | – | – |
| Q1/25 | Mar 31, 2025 | 170.7K | −1.6M | −951.2% | −0.13 | – | – |
| Q4/24* | Dec 31, 2024 | 212.8K | −4.1M | −1,935.5% | – | – | – |
| Q3/24 | Sep 30, 2024 | 202.9K | −1.3M | −648.2% | −0.41 | – | – |
| Q2/24 | Jun 30, 2024 | 93.0K | −1.7M | −1,857.2% | −0.58 | – | – |
| Q1/24 | Mar 31, 2024 | 124.8K | −1.4M | −1,110.9% | −1.80 | – | – |
| Q4/23* | Dec 31, 2023 | 80.9K | −1.3M | −1,667.7% | – | – | – |
| Q3/23 | Sep 30, 2023 | 60.1K | −1.2M | −1,979.7% | −0.45 | – | – |
| Q2/23 | Jun 30, 2023 | 74.9K | −1.3M | −1,763.5% | −0.50 | – | – |
| Q1/23 | Mar 31, 2023 | 61.1K | −1.1M | −1,752.3% | −0.45 | – | – |
* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.
How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year Growth per year (CAGR)The average annual growth rate over several years, as if the value had grown equally strongly every year. Individual good or bad years even out in it.Example: Revenue €100m → €161m in 5 years → (161 ÷ 100) to the power of 1/5 − 1 = 10% per year.More in the Academy: Lesson debt, dividends and growth over 5 years (otherwise 3 years). Per-share values adjusted for stock split Stock splitA company divides each share into several new ones; the value of the company stays the same. We convert per-share values from before the split to today’s scale.Example: Split 4 : 1, earnings per share before $11.89 → comparable today $2.97.More in the Academy: Lesson revenue, profit and margin 1:5 (between May 15, 2024 and Aug 14, 2024). Quarters are labeled by the calendar quarter in which they end.
| Period | Purchases | Sales | Net |
|---|---|---|---|
| 3 months | $199.4K1 person | $3.2M6 people | −$3.0M |
| 6 months | $199.4K1 person | $3.2M6 people | −$3.0M |
| 12 months | $2.5M5 people | $3.2M6 people | −$627.1K |
Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.
ATR ATR (Average True Range)The average range per trading day over the last 14 days. It makes distances comparable, whether a stock costs 10 or 1,000.Example: ATR 2.50 at a price of 100: 0.4 ATR is 1.00, i.e. 1%.More in the Academy: Lesson ATR and moving averages as price values only when logged in.
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