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Strategy vs Via Transportation

Strategy and Via Transportation are similar in size: $477m and $434m of revenue in their latest fiscal years. Via Transportation grew faster (28.6% against 3.0%). Via Transportation kept more of each dollar of sales as profit: a net margin of -22.2% against -806.3%. Via Transportation carries less debt relative to equity (0.0% against 18.6%).

Latest fiscal yearStrategyMSTR, 2025Via TransportationVIA, 2025
Revenue $477m $434m
Revenue growth 3.0% 28.6%
Net income −$3.85bn −$96.4m
Operating margin -1140.8% -17.6%
Net margin -806.3% -22.2%
Return on equity -10.2% —
Free cash flow −$75.5m −$32.5m
Cash $2.30bn $371m
Total debt $8.19bn $0
Debt to equity 18.6% 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees 1,539 —
Market value $57.90bn $1.20bn
Price vs our value range — —
Moat score 43 (Weak) —
Insider trades, 12 months 10 buys, 150 sales 8 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.