MSTR:NGS-MicroStrategy Incorporated (USD)

EQUITY | Software - Application | Nasdaq Global Select

Last Closing

USD 1447.99

Change

-63.82 (-4.22)%

Market Cap

USD 2.27B

Volume

1.41M

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: 2024-08-02 )

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PAYX Paychex Inc

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TEAM Atlassian Corp Plc

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APP Applovin Corp

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ANSS ANSYS Inc

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ETFs Containing MSTR

IRBO 1,000.00 % 0.47 %

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VBB 12.82 % 0.00 %

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CRYP:AU BetaShares Crypto Innovat.. 9.23 % 0.00 %

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3112:HK Pando Blockchain ETF 8.33 % 0.00 %

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ULTY Tidal Trust II 8.29 % 0.00 %

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USD 0.04B
STCE Schwab Strategic Trust - .. 7.70 % 0.00 %

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USD 0.04B
BKCN:LSE WisdomTree Blockchain UCI.. 7.15 % 0.00 %

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USD 7.35M
DAVV:XETRA VanEck Digital Assets Equ.. 6.91 % 0.00 %

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USD 0.15B
WBKN:XETRA WisdomTree Blockchain UCI.. 6.69 % 0.00 %

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KOIN:LSE 6.46 % 0.00 %

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KOIP:LSE 6.46 % 0.00 %

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DAPP:SW VanEck Crypto& Blockchain.. 6.04 % 0.00 %

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KO1N:XETRA 5.18 % 0.00 %

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KOIN:PA 5.18 % 0.00 %

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BCHE:SW Invesco CoinShares Global.. 5.00 % 0.00 %

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CBCX:CA CI Galaxy Blockchain Inde.. 4.99 % 0.00 %

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CAD 3.15M
BLCN Siren Nasdaq NexGen Econo.. 4.51 % 0.68 %

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USD 0.06B
MVPA Advisor Managed Portfolio.. 4.45 % 0.00 %

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USD 0.05B
LMBO Direxion Shares ETF Trust 4.25 % 0.00 %

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LEAD-B:CA Evolve Future Leadership .. 4.12 % 0.00 %

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CAD 0.02B
BCHS:LSE Invesco CoinShares Global.. 3.83 % 0.00 %

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USD 0.56B
BLOK Amplify Transformational .. 3.55 % 0.70 %

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USD 0.61B
STXM EA Series Trust 0.60 % 0.00 %

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SCHA Schwab U.S. Small-Cap ETF 0.53 % 0.05 %

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USD 17.78B
BBMC JPMorgan BetaBuilders U.S.. 0.51 % 0.00 %

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USD 1.70B
JPSC:XETRA JPMorgan BetaBuilders US .. 0.45 % 0.00 %

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BACK:LSE 0.00 % 0.00 %

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BCHN:LSE Invesco Markets II PLC - .. 0.00 % 0.00 %

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CEM2:F 0.00 % 0.00 %

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CEM2:XETRA 0.00 % 0.00 %

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

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USD 0.54B
BNXG:XETRA Invesco CoinShares Global.. 0.00 % 0.00 %

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USD 0.71B
DAPP VanEck Digital Transforma.. 0.00 % 0.00 %

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USD 0.11B
DAGB:LSE VanEck Digital Assets Equ.. 0.00 % 0.00 %

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USD 0.16B
DAPP:LSE VanEck Crypto& Blockchain.. 0.00 % 0.00 %

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USD 0.16B
DAVV:F Vaneck Vectors Ucits Etfs.. 0.00 % 0.00 %

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

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USD 0.12B
BNXG:F Invesco Markets II PLC - .. 0.00 % 0.00 %

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USD 0.71B
BTCR 0.00 % 0.00 %

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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 129.25% 95% A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 129.25% 95% A 97% N/A
Trailing 12 Months  
Capital Gain 284.11% 97% N/A 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 284.11% 97% N/A 99% N/A
Trailing 5 Years  
Capital Gain 978.18% 100% F 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 978.18% 100% F 99% N/A
Average Annual (5 Year Horizon)  
Capital Gain 140.96% 97% N/A 96% N/A
Dividend Return 140.96% 97% N/A 96% N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 209.33% 7% C- 7% C-
Risk Adjusted Return 67.34% 94% A 87% B+
Market Capitalization 2.27B 96% N/A 97% 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 35% 21%
Price/Book Ratio 11.60 20% 10%
Price / Cash Flow Ratio 2,238.20 1% 0%
Price/Free Cash Flow Ratio -447.32 99% 100%
Management Effectiveness  
Return on Equity -5.99% 56% 53%
Return on Invested Capital 13.83% 81% 83%
Return on Assets -3.98% 47% 42%
Debt to Equity Ratio 100.79% 31% 23%

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