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Consumer Portfolio Services vs Strategy: CPSS and MSTR compared
Consumer Portfolio Services is the larger company: $132M of revenue in its latest quarter (Q3 2026) against $125M for Strategy (Q3 2026). Consumer Portfolio Services is growing faster (+22% against -2% a year earlier).
Where the money goes: CPSS and MSTR
Consumer Portfolio Services (CPSS) · Q3 2026
Consumer Portfolio Services, Q3 2026: revenue $132M (+22% year over year), operating margin 7.6%, net earnings $7.0M, operating cash flow $94.6M. The chart follows the revenue to costs, profit and cash.
Strategy (MSTR) · Q3 2026
Strategy, Q3 2026: revenue $125M (-2% year over year), net earnings $19.5B, operating cash flow $4.4M. The chart follows the revenue to costs, profit and cash.
| Consumer Portfolio Services (CPSS) | Strategy (MSTR) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $132M | $125M |
| Revenue growth, Y/Y | +22% | -2% |
| Gross margin | — | 71.5% |
| Operating margin | 7.6% | n/m |
| Net earnings | $7.0M | $19.5B |
| Net margin | 5.3% | — |
| Operating cash flow | $94.6M | $4.4M |
| Free cash flow | $94.2M | $4.0M |
| Market value | $219M | $64.7B |
| P/E | 9.2× | — |
| Analysts’ mean target | — | $233.27 |
Where the revenue comes from
Strategy
- Total product licenses and subscription services: $72.4M (58%)
- Product support: $37.7M (30%)
- Other services: $15.3M (12%)
Questions
Which is bigger, Consumer Portfolio Services or Strategy?
Consumer Portfolio Services is the larger company: $132M of revenue in its latest quarter (Q3 2026) against $125M for Strategy (Q3 2026).
Is Consumer Portfolio Services or Strategy growing faster?
Consumer Portfolio Services is growing faster (+22% against -2% a year earlier).
More: Consumer Portfolio Services earnings · how Consumer Portfolio Services makes money · Strategy earnings · how Strategy makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 30, 2026; 10-Q filed Nov 2, 2026). Fiscal quarters can end on different dates. Not investment advice.