Strive, Inc. ASST R2KR3KFINANCIAL
Company Overview
Strive, Inc. is a privately owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm, an investment adviser to an investment company which provides portfolio management for investment companies. The firm invests in exchange traded funds. The firm conducts in-house research to make its investments. Strive, Inc. was founded in 2022 and is based in Dallas, Texas.
Why Investors Should Care
Revenue has grown at a 63.9% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.25.
Recent Developments
- Dec 2024 Revenue of $3.65M (+49.0% YoY); net profit $-21.58M.
- Trailing 12 Months Year-on-year growth — revenue +94.6%.
- 5-Year Trend Long-term compounding — revenue CAGR 63.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 63.86% |
| 1 Year: | 94.60% |
Stock Price Performance
| 1 Year: | -68.13% |
| 6 Months: | +83.35% |
| 3 Months: | +137.65% |
| 1 Month: | -3.24% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)56.03 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 63.9% over 5 years.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading 83.7% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ASST Strive, Inc. R2KR3KFINANCIAL | 28.97 | -0.14 | $2.66B | 0.00% | -3.08% | -137.06% | 63.86% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | 1.04M | 1.42M | 1.51M | 1.29M | 1.51M | 2.76M | 2.94M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | 4.05M | 3.48M | 3.59M | - | 29.51M | 14.48M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | -3.01M | -2.05M | -2.08M | - | -27.99M | -11.72M | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | 1.68M | 2.02M | 1.61M | - | 3.90M | 6.14M | - |
| Operating Income | -84.20K | -245.14K | -83.65K | -1.07M | -1.32M | -1.19M | -1.39M | -1.73M | - | -4.69M | -4.07M | -3.69M | -4.10M | -31.90M | -17.86M | -258.25M |
| EBITDA | - | - | - | - | - | - | - | - | - | -4.64M | -3.70M | -3.96M | - | -31.83M | -265.57M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | 0 | - | - | - | 242.00K | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | -4.12M | -3.75M | -8.87M | - | -393.60M | -265.91M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | 0 | 0 | 0 | - | 0 | 0 | - |
| Net Income | -84.20K | -245.14K | -83.65K | -1.07M | -1.32M | -1.19M | -4.79M | -5.87M | - | -4.12M | -3.75M | -8.87M | -14.37M | -393.60M | -265.91M | -257.60M |
| Diluted EPS | -0.01 | -0.02 | -0.01 | -0.06 | -0.48 | -0.43 | -0.49 | -0.58 | -59.17 | - | -32.61 | - | -6.18 | -180.80 | -4.53 | -3.77 |
| R&D Expense | - | - | - | 0 | - | - | 119.01K | - | - | - | 99.36K | - | - | - | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 |
|---|---|---|---|---|
| Revenue | 829.62K | 343.11K | 2.45M | 3.65M |
| Cost of Revenue | - | - | 12.72M | 14.00M |
| Gross Profit | - | - | -10.27M | -10.35M |
| Operating Expenses | - | - | 7.75M | 12.30M |
| Operating Income | 14.87K | -645.25K | -18.02M | -22.65M |
| EBITDA | - | - | -17.92M | -22.46M |
| Interest Expense | - | - | - | - |
| Pretax Income | - | - | -16.91M | -21.58M |
| Tax Provision | - | - | 0 | 0 |
| Net Income | 14.87K | -645.25K | -16.91M | -21.58M |
| Diluted EPS | 0.00 | -0.06 | -147.10 | -187.71 |
| R&D Expense | - | - | 18.93K | 423.30K |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Total Assets | - | 58.73K | 373.02K | 20.19M | 28.20M | - | 745.53M |
| Current Assets | - | - | - | 16.16M | 23.76M | - | 71.78M |
| Cash & Equivalents | - | 33.73K | 137.18K | 2.09M | 6.16M | - | 67.50M |
| Inventory | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - |
| Total Liabilities | - | 15.59K | 219.24K | 4.14M | 4.86M | - | 14.29M |
| Current Liabilities | - | 15.59K | 219.24K | 1.52M | 3.34M | - | 10.78M |
| Long Term Debt | - | - | - | - | - | - | - |
| Total Debt | - | - | - | 2.88M | 1.52M | - | 3.51M |
| Total Equity | 3.27K | 43.14K | 153.78K | 16.06M | 23.34M | -4.15M | 731.24M |
| Shares Outstanding | - | - | - | 31.77M | 31.77M | - | 44.71M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 |
|---|---|---|---|---|
| Operating Cash Flow | 23.37K | -602.83K | -16.42M | -21.59M |
| Investing Cash Flow | - | - | 527.65K | -3.20M |
| Financing Cash Flow | - | 706.27K | 5.00M | 28.86M |
| Capital Expenditure | - | - | -973.40K | -24.00K |
| Free Cash Flow | - | - | -17.39M | -21.62M |
| Net Change in Cash | - | - | -10.88M | 4.07M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 |
|---|---|---|---|---|
| Gross Margin % | - | - | -419.4% | -283.6% |
| Operating Margin % | 1.8% | -188.1% | -735.7% | -620.7% |
| Net Margin % | 1.8% | -188.1% | -690.3% | -591.2% |
| ROE % | 34.5% | -419.6% | -105.3% | -92.5% |
| ROCE % | 34.5% | -419.6% | -96.5% | -91.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | FMR, LLC | 13.07% | 9.89M | $274.87M |
| 2 | Blackrock Inc. | 6.96% | 5.27M | $146.41M |
| 3 | Capital International Investors | 3.99% | 3.02M | $83.89M |
| 4 | Vanguard Capital Management LLC | 3.63% | 2.75M | $76.37M |
| 5 | Goldman Sachs Group Inc | 2.76% | 2.09M | $58.09M |
| 6 | Geode Capital Management, LLC | 2.43% | 1.84M | $51.09M |
| 7 | State Street Corporation | 1.99% | 1.50M | $41.78M |
| 8 | Morgan Stanley | 1.88% | 1.42M | $39.56M |
| 9 | Susquehanna International Group, LLP | 1.62% | 1.23M | $34.17M |
| 10 | UBS Group AG | 1.38% | 1.05M | $29.11M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ASST
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ASST Stock Jumps 6% as Strive Raises $630M in Preferred Stock IPO to Buy More Bitcoin - Cryptonews.net
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Strive, Inc. (ASST) stock price, news, quote and history - Yahoo Finance UK
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ASST 261023 29.00P (ASST261023P29000) Stock Options Chain | Quotes & News - Moomoo
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ASST — Frequently Asked Questions
What is the current share price of Strive, Inc. (ASST)?
As of 2026-10-23 16:27 PDT, Strive, Inc. (ASST) trades at $28.97 on NasdaqGM. Its 52-week range is $7.16 to $178.20.
What is the market capitalisation of ASST?
Strive, Inc. (ASST) has a market capitalisation of $2.66B on NasdaqGM.
What is the P/E ratio of ASST?
ASST trades at a trailing price-to-earnings (P/E) ratio of -0.14. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 3.53.
What is the return on equity (ROE) of ASST?
ASST has a return on equity (ROE) of -137.06%. Its return on capital employed (ROCE) is -3.08%.
Is ASST a good stock to buy?
This page provides a data-driven analysis of Strive, Inc. (ASST), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.