MSTR:NGS-MicroStrategy Incorporated (USD)

EQUITY | Software - Application | Nasdaq Global Select

Last Closing

USD 1439.98

Change

-63.49 (-4.22)%

Market Cap

USD 2.27B

Volume

1.37M

Analyst Target

USD 170.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

MicroStrategy Inc is a provider of enterprise-ready analytics, mobile, and security software platforms. The Company provides system-of-record reporting and interactive visualization capabilities offered on any device or in the cloud.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-16 )

Largest Industry Peers for Software - Application

Symbol Name Price(Change) Market Cap
INTU Intuit Inc

+13.47 (+2.39%)

USD 169.68B
CDNS Cadence Design Systems Inc

-1.94 (-0.67%)

USD 80.08B
WDAY Workday Inc

+4.01 (+1.93%)

USD 68.84B
ROP Roper Technologies Inc. Common..

+6.18 (+1.17%)

USD 58.01B
TTD Trade Desk Inc

-0.93 (-0.99%)

USD 46.34B
TEAM Atlassian Corp Plc

-3.53 (-2.20%)

USD 43.95B
ADSK Autodesk Inc

+1.67 (+0.84%)

USD 42.77B
DDOG Datadog Inc

-7.27 (-6.19%)

USD 40.85B
ANSS ANSYS Inc

-2.46 (-0.77%)

USD 27.71B
APP Applovin Corp

-1.02 (-1.24%)

USD 27.14B

ETFs Containing MSTR

STCE Schwab Strategic Trust - .. 13.64 % 0.00 %

-0.36 (-2.04%)

USD 0.04B
DAT ProShares Big Data Refine.. 13.06 % 0.00 %

-0.51 (-2.04%)

USD 7.27M
VBB 12.82 % 0.00 %

N/A

N/A
CRYP:AU BetaShares Crypto Innovat.. 11.62 % 0.00 %

-0.06 (-2.04%)

USD 0.16B
BCHE:SW Invesco CoinShares Global.. 9.18 % 0.00 %

+8.32 (+-2.04%)

USD 0.62B
DAPP:SW VanEck Crypto& Blockchain.. 6.69 % 0.00 %

-0.14 (-2.04%)

USD 0.14B
3112:HK Pando Blockchain ETF 6.61 % 0.00 %

-0.13 (-2.04%)

N/A
KOIN:LSE 6.46 % 0.00 %

N/A

N/A
KOIP:LSE 6.46 % 0.00 %

N/A

N/A
BLCN Siren Nasdaq NexGen Econo.. 5.67 % 0.68 %

-0.50 (-2.04%)

USD 0.07B
BCHS:LSE Invesco CoinShares Global.. 5.37 % 0.00 %

-81.50 (-2.04%)

USD 0.59B
KO1N:XETRA 5.18 % 0.00 %

N/A

N/A
KOIN:PA 5.18 % 0.00 %

N/A

N/A
CBCX:CA CI Galaxy Blockchain ETF .. 4.67 % 0.00 %

N/A

CAD 3.24M
BLOK Amplify Transformational .. 4.51 % 0.70 %

-0.34 (-2.04%)

USD 0.66B
QTUM Defiance Quantum 3.82 % 0.65 %

-0.25 (-2.04%)

USD 0.28B
METU:LSE Franklin Metaverse UCITS .. 3.61 % 0.00 %

-0.58 (-2.04%)

USD 3.56M
FLRA:XETRA Franklin Metaverse UCITS .. 3.35 % 0.00 %

-0.78 (-2.04%)

USD 3.64M
FCLD 2.95 % 0.00 %

N/A

N/A
IRBO iShares Robotics and Arti.. 2.83 % 0.47 %

+0.06 (+-2.04%)

USD 0.67B
QSML:AU VanEck MSCI International.. 1.48 % 0.00 %

+0.23 (+-2.04%)

USD 0.57B
VTWG Vanguard Russell 2000 Gro.. 1.27 % 0.20 %

+0.83 (+-2.04%)

USD 0.92B
JKK iShares Morningstar Small.. 1.04 % 0.30 %

N/A

USD 0.56B
UWM ProShares Ultra Russell20.. 0.71 % 0.95 %

+0.58 (+-2.04%)

USD 0.20B
R2US:SW SPDR® Russell 2000 US Sm.. 0.64 % 0.00 %

-0.09 (-2.04%)

USD 2.87B
XRS2:SW Xtrackers Russell 2000 UC.. 0.64 % 0.00 %

-0.70 (-2.04%)

USD 1.08B
VTWO Vanguard Russell 2000 Ind.. 0.62 % 0.15 %

+0.64 (+-2.04%)

USD 9.26B
JKJ iShares Morningstar Small.. 0.53 % 0.25 %

N/A

USD 0.22B
GSSC Goldman Sachs ActiveBeta.. 0.40 % 0.20 %

+0.45 (+-2.04%)

USD 0.49B
VISM:AU Vanguard MSCI Internation.. 0.23 % 0.00 %

+0.57 (+-2.04%)

USD 0.29B
WOSC:SW SPDR® MSCI World Small C.. 0.21 % 0.00 %

+0.01 (+-2.04%)

USD 0.85B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

N/A

USD 0.03B
IWM iShares Russell 2000 ETF 0.00 % 0.19 %

+1.72 (+-2.04%)

USD 60.40B
IWO iShares Russell 2000 Grow.. 0.00 % 0.24 %

+0.88 (+-2.04%)

USD 11.01B
VRTGX Vanguard Russell 2000 Gro.. 0.00 % 0.00 %

+1.05 (+-2.04%)

USD 1.19B
VRTIX Vanguard Russell 2000 Ind.. 0.00 % 0.00 %

+2.14 (+-2.04%)

USD 10.02B
BACK:LSE 0.00 % 0.00 %

N/A

N/A
BCHN:LSE Invesco Markets II PLC - .. 0.00 % 0.00 %

-1.50 (-2.04%)

USD 0.61B
SCHA Schwab U.S. Small-Cap ETF 0.00 % 0.05 %

+0.43 (+-2.04%)

USD 16.96B
URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

+1.02 (+-2.04%)

USD 0.63B
R2SC:LSE SPDR® Russell 2000 US Sm.. 0.00 % 0.00 %

-0.14 (-2.04%)

USD 2.87B
R2US:LSE SPDR® Russell 2000 US Sm.. 0.00 % 0.00 %

-0.25 (-2.04%)

USD 2.87B
RBOD:LSE iShares Automation & Robo.. 0.00 % 0.00 %

-0.14 (-2.04%)

USD 0.18B
RBTX:LSE iShares Automation & Robo.. 0.00 % 0.00 %

-12.75 (-2.04%)

USD 3.49B
WDSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.39 (+-2.04%)

USD 0.84B
WOSC:LSE SPDR MSCI World Small Cap.. 0.00 % 0.00 %

+0.20 (+-2.04%)

USD 0.84B
XRSG:LSE Xtrackers Russell 2000 UC.. 0.00 % 0.00 %

-65.50 (-2.04%)

USD 1.08B
XRSU:LSE Xtrackers Russell 2000 UC.. 0.00 % 0.00 %

-1.21 (-2.04%)

USD 1.08B
R2US:PA SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.20 (-2.04%)

USD 2.85B
2B7F:F iShares Automation & Robo.. 0.00 % 0.00 %

-0.13 (-2.04%)

USD 3.83B
CEM2:F 0.00 % 0.00 %

N/A

N/A
SXRG:F iShares MSCI USA Small Ca.. 0.00 % 0.00 %

-0.55 (-2.04%)

USD 1.65B
XRS2:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-1.10 (-2.04%)

USD 1.19B
ZPRR:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.28 (+-2.04%)

USD 2.91B
ZPRS:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.06 (-2.04%)

USD 0.83B
2B76:XETRA iShares Automation & Robo.. 0.00 % 0.00 %

-0.20 (-2.04%)

USD 3.83B
2B7F:XETRA iShares Automation & Robo.. 0.00 % 0.00 %

-0.13 (-2.04%)

USD 3.83B
CEM2:XETRA 0.00 % 0.00 %

N/A

N/A
SXRG:XETRA iShares MSCI USA Small Ca.. 0.00 % 0.00 %

-0.90 (-2.04%)

USD 1.70B
XRS2:XETRA Xtrackers Russell 2000 UC.. 0.00 % 0.00 %

-1.25 (-2.04%)

USD 1.19B
ZPRR:XETRA SPDR® Russell 2000 US Sm.. 0.00 % 0.00 %

-0.25 (-2.04%)

USD 2.91B
ZPRS:XETRA SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-0.06 (-2.04%)

USD 0.83B
QBTL:CA AGFiQ US Market Neutral A.. 0.00 % 0.00 %

+0.21 (+-2.04%)

CAD 0.26B
IJR:AU iShares Core S&P SmallCap.. 0.00 % 0.00 %

+1.62 (+-2.04%)

USD 0.54B
BBMC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

+0.68 (+-2.04%)

USD 1.66B
IVES Wedbush ETFMG Global Clou.. 0.00 % 0.00 %

-0.35 (-2.04%)

USD 0.02B
CLDL Direxion Daily Cloud Comp.. 0.00 % 0.00 %

-0.07 (-2.04%)

USD 4.66M
BNXG:XETRA Invesco CoinShares Global.. 0.00 % 0.00 %

-1.17 (-2.04%)

USD 0.71B
ISCG iShares Morningstar Small.. 0.00 % 0.00 %

+0.26 (+-2.04%)

USD 0.56B
DAPP VanEck Digital Transforma.. 0.00 % 0.00 %

-0.21 (-2.04%)

USD 0.12B
DAGB:LSE VanEck Digital Assets Equ.. 0.00 % 0.00 %

-0.07 (-2.04%)

USD 0.13B
DAPP:LSE VanEck Digital Assets Equ.. 0.00 % 0.00 %

-0.08 (-2.04%)

USD 0.13B
DAVV:F Vaneck Vectors Ucits Etfs.. 0.00 % 0.00 %

-0.11 (-2.04%)

USD 0.15B
DAVV:XETRA VanEck Digital Assets Equ.. 0.00 % 0.00 %

-0.08 (-2.04%)

USD 0.15B
BITQ Bitwise Crypto Industry I.. 0.00 % 0.00 %

-0.18 (-2.04%)

USD 0.13B
2B76:F iShares Automation & Robo.. 0.00 % 0.00 %

-0.20 (-2.04%)

N/A
BNXG:F Invesco Markets II PLC - .. 0.00 % 0.00 %

+0.03 (+-2.04%)

USD 0.71B
BTCR 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Software - Application) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 127.98% 93% A 96% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 127.98% 93% A 96% N/A
Trailing 12 Months  
Capital Gain 400.72% 97% N/A 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 400.72% 97% N/A 99% N/A
Trailing 5 Years  
Capital Gain 952.31% 100% F 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 952.31% 100% F 98% N/A
Average Annual (5 Year Horizon)  
Capital Gain 120.04% 96% N/A 96% N/A
Dividend Return 120.04% 96% N/A 96% N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 204.00% 7% C- 7% C-
Risk Adjusted Return 58.84% 95% A 85% B
Market Capitalization 2.27B 94% A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Software - Application) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 23.00 38% 20%
Price/Book Ratio 11.60 21% 10%
Price / Cash Flow Ratio 1,647.16 1% 0%
Price/Free Cash Flow Ratio -447.32 99% 100%
Management Effectiveness  
Return on Equity -5.99% 58% 53%
Return on Invested Capital 13.83% 84% 83%
Return on Assets -3.98% 49% 42%
Debt to Equity Ratio 100.79% 25% 22%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector