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Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA)
USD97.15
+0.29 (+0.30%)
US NASDAQ Financial Services Asset Management
Address
200 Crescent Ct, Suite 1400, Dallas, TX 75201, USA 75201
Dallas, TX, US
Dallas, TX, US
CEO
Matthew Ryan Cole
Website
strive.com
IPO
2025-11-10
CIK 1920406 ISIN US8629452017
Description
This Series A perpetual preferred stock, issued by Strive, Inc., has a face value of US $100 per share. It also grants an initial claim of US $100 per share in the event of the company's liquidation. Dividends are cumulative and accrue at a variable annual rate, initially set at 12.00%, and are disbursed monthly upon declaration. The proceeds from this offering are intended to fund the purchase of Bitcoin and to cover general corporate expenditures.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD97.15
+0.29 (+0.30%)
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Volume Profile
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Liquidity & share structure
Average Volume
440.5K
Beta
-0.25
Float Shares
678.05M
Free Float %
97.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.08% | +0.40% | +0.42% | +6.70% | +9.54% | +5.16% | +13.64% | +13.64% | +13.64% | +13.64% | +13.64% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
97.15
Quality scores
Altman Z-Score
1,591.82
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+57.1% ★ Q1'26: +1,516.4% (vs Q1'25)
-
EPS growth Asset Management: +22.7%— Q1'26: -3,384.6% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-758.0% Q1'26: -1,122.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-763.1% Q1'26: -647.1% (vs Q1'25)
-
ROIC Asset Management: +6.5%-6.6% Q1'26: -7.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%— Q1'26: +368.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×-0.08× Q1'26: -0.18× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|
| Revenue |
5.73M
est: 4.62M (+24.2%)
|
15.08M
14.45M – 15.71M
+226.8% YoY
|
13.13M
7.00M – 24.90M
-12.9% YoY
|
| EBITDA |
-43.54M
est: -4.62M (-843.4%)
|
-15.08M
-15.71M – -14.45M
-226.8% YoY
|
-13.13M
-24.90M – -7.00M
+12.9% YoY
|
| EBIT |
-43.76M
est: -4.62M (-848.1%)
|
-15.08M
-15.71M – -14.45M
-226.8% YoY
|
-13.13M
-24.90M – -7.00M
+12.9% YoY
|
| Net Income |
-21.58M
est: -1.08M (-1,889.7%)
|
-11.34M
-18.67M – -7.39M
-945.9% YoY
|
-2.81M
-4.63M – -1.83M
+75.2% YoY
|
| SGA |
12.11M
est: 13.16M (-8.0%)
|
42.99M
41.20M – 44.78M
+226.8% YoY
|
37.44M
19.96M – 70.99M
-12.9% YoY
|
| EPS |
-9.75
est: -0.49 (-1,889.8%)
|
-5.13
-8.43 – -3.34
-945.9% YoY
|
-1.27
-2.09 – -0.83
+75.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-14 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-13 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-67.70M
OE per share TTM
-0.75
Owner's Yield
-1.10%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
95.7%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Preferred and Income Securities ETF PFF | 0.15% | 20.29M | 0.45% |
| 2 | iShares Morningstar Multi-Asset Income ETF IYLD | 0.02% | 27.9K | 0.50% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
-8.6K
Shares Outstanding
698.73M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew Ryan Cole | Chairman & CEO | 3M | male |
| Brian Logan Beirne | Chief Legal Officer & Director | 926.0K | male |
| Benjamin Bartley Pham | Chief Financial Officer & Director | 907.7K | male |
| Avik Roy | Chief Strategy Officer & Board Observer | 46.7K | male |
| Benjamin Werkman | Chief Investment Officer & Board Observer | 5.7K | male |
| Chris Nicholson | Portfolio Manager | — | male |
| Arshia Sarkhani | Chief Marketing Officer & Director | — | male |
| Don Lee McArdle | Chief Compliance Officer | — | — |
| Jeff Walton | Chief Risk Officer & CEO of True North | — | male |
| Jeffrey Sherman | Portfolio Manager | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SATA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
