From Nasdaq

June 20, 2025 09:58:00 AM:

MicroStrategy (MSTR) holds 592,100 Bitcoins, while MARA Holdings (MARA) focuses on Bitcoin mining. Bitcoin’s value hit $111,695 in May due to increased acceptance. President Trump’s executive order benefits cryptocurrencies. Conflict in Israel and Iran affects Bitcoin’s volatility. MSTR shares rose 27.4%, while MARA fell 13.6% year to date.

MSTR benefits from Bitcoin yield and disciplined capital raising. The company plans to raise $42 billion through equity issuance and $42 billion through fixed-income securities by 2027. MARA holds 47,531 bitcoins and focuses on scaling operations. Rising hashrate affects Bitcoin miners, with production expenses expected to increase.

MSTR’s 2025 loss estimate is $15.73 per share, while MARA’s estimate is $1.77 per share. Both companies are overvalued, with MARA trading at a lower Price/Book ratio. Strategy has a more diversified business model than MARA. Strategy is a Zacks Rank #3 (Hold) company, while MARA is ranked #4 (Sell).

Both Strategy and MARA benefit from holding Bitcoin. Strategy has a more diversified business model, while MARA is more dependent on Bitcoin. Strategy is a safer investment choice compared to MARA. Global semiconductor manufacturing is projected to grow significantly, presenting investment opportunities in the sector.

Read more at Nasdaq: Strategy vs. MARA Holdings: Which Bitcoin-Focused Stock Has an Edge?