MSTR:NGS-MicroStrategy Incorporated (USD)

EQUITY | Software - Application | Nasdaq Global Select

Last Closing

USD 1282.38

Change

0.00 (0.00)%

Market Cap

USD 2.27B

Volume

0.88M

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)

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Relative Returns (From:    To: 2024-04-27 )

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ETFs Containing MSTR

STCE Schwab Strategic Trust - .. 15.56 % 0.00 %

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USD 0.04B
CRYP:AU BetaShares Crypto Innovat.. 14.63 % 0.00 %

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USD 0.16B
VBB 12.82 % 0.00 %

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BNXG:F Invesco Markets II PLC - .. 12.19 % 0.00 %

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USD 0.71B
BCHE:SW Invesco CoinShares Global.. 12.19 % 0.00 %

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USD 0.65M
DAT ProShares Big Data Refine.. 10.37 % 0.00 %

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USD 4.95M
MVPA MVPA 9.89 % 0.00 %

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USD 0.05B
BNXG:XETRA Invesco CoinShares Global.. 9.18 % 0.00 %

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USD 0.71B
DAVV:F Vaneck Vectors Ucits Etfs.. 8.49 % 0.00 %

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USD 0.15B
DAVV:XETRA VanEck Digital Assets Equ.. 8.49 % 0.00 %

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USD 0.15B
DAPP:SW VanEck Crypto& Blockchain.. 8.49 % 0.00 %

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USD 0.65M
DAGB:LSE VanEck Digital Assets Equ.. 7.32 % 0.00 %

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USD 0.12B
DAPP:LSE VanEck Digital Assets Equ.. 7.32 % 0.00 %

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USD 0.12B
KOIN:LSE 6.46 % 0.00 %

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KOIP:LSE 6.46 % 0.00 %

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CBCX:CA CI Galaxy Blockchain ETF .. 5.83 % 0.00 %

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CAD 2.67M
KO1N:XETRA 5.18 % 0.00 %

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KOIN:PA 5.18 % 0.00 %

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BCHN:LSE Invesco Markets II PLC - .. 4.33 % 0.00 %

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USD 0.59B
BCHS:LSE Invesco CoinShares Global.. 4.33 % 0.00 %

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USD 0.62B
FLRA:XETRA Franklin Metaverse UCITS .. 4.05 % 0.00 %

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USD 3.50M
RBOT:SW iShares Automation & Robo.. 2.32 % 0.00 %

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USD 0.40M
QSML:AU VanEck MSCI International.. 2.21 % 0.00 %

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USD 0.57B
2B7F:F iShares Automation & Robo.. 1.82 % 0.00 %

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USD 3.83B
2B76:XETRA iShares Automation & Robo.. 1.82 % 0.00 %

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USD 3.83B
2B7F:XETRA iShares Automation & Robo.. 1.82 % 0.00 %

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USD 3.83B
2B76:F iShares Automation & Robo.. 1.78 % 0.00 %

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RBOD:LSE iShares Automation & Robo.. 1.77 % 0.00 %

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USD 0.17B
RBTX:LSE iShares Automation & Robo.. 1.77 % 0.00 %

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USD 3.42B
XRSG:LSE Xtrackers Russell 2000 UC.. 0.94 % 0.00 %

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USD 1.04B
XRSU:LSE Xtrackers Russell 2000 UC.. 0.94 % 0.00 %

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USD 1.04B
XRS2:F Xtrackers (IE) Public Lim.. 0.94 % 0.00 %

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USD 1.19B
XRS2:XETRA Xtrackers Russell 2000 UC.. 0.94 % 0.00 %

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USD 1.19B
XRS2:SW Xtrackers Russell 2000 UC.. 0.94 % 0.00 %

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USD 0.30M
R2SC:LSE SPDR® Russell 2000 US Sm.. 0.94 % 0.00 %

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USD 2.83B
R2US:LSE SPDR® Russell 2000 US Sm.. 0.94 % 0.00 %

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USD 2.83B
R2US:PA SSgA SPDR ETFs Europe II .. 0.94 % 0.00 %

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USD 2.82B
ZPRR:F SSgA SPDR ETFs Europe II .. 0.94 % 0.00 %

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USD 2.91B
ZPRR:XETRA SPDR® Russell 2000 US Sm.. 0.94 % 0.00 %

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USD 2.91B
R2US:SW SPDR® Russell 2000 US Sm.. 0.94 % 0.00 %

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USD 2.83B
FESM Fidelity Enhanced Small C.. 0.93 % 0.00 %

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USD 0.52B
QBTL:CA AGFiQ US Market Neutral A.. 0.75 % 0.00 %

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CAD 0.26B
CSUSS:SW iShares VII PLC - iShares.. 0.50 % 0.00 %

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USD 1.63B
JPSC:XETRA JPMorgan BetaBuilders US .. 0.48 % 0.00 %

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WDSC:LSE SPDR MSCI World Small Cap.. 0.32 % 0.00 %

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USD 0.81B
WOSC:LSE SPDR MSCI World Small Cap.. 0.32 % 0.00 %

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USD 0.81B
ZPRS:F SSgA SPDR ETFs Europe II .. 0.32 % 0.00 %

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USD 0.83B
ZPRS:XETRA SPDR MSCI World Small Cap.. 0.32 % 0.00 %

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USD 0.83B
WOSC:SW SPDR® MSCI World Small C.. 0.32 % 0.00 %

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USD 0.83B
IUSN:F iShares MSCI World Small .. 0.25 % 0.00 %

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USD 3.82B
IUSN:XETRA iShares MSCI World Small .. 0.25 % 0.00 %

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USD 3.82B
WSML:LSE iShares MSCI World Small .. 0.22 % 0.00 %

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USD 3.76B
WLDS:LSE iShares MSCI World Small .. 0.22 % 0.00 %

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USD 3.80B
VISM:AU Vanguard MSCI Internation.. 0.21 % 0.00 %

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USD 0.29B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

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

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USD 58.43B
IWO iShares Russell 2000 Grow.. 0.00 % 0.24 %

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USD 10.44B
JKK iShares Morningstar Small.. 0.00 % 0.30 %

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USD 0.52B
BLOK Amplify Transformational .. 0.00 % 0.70 %

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USD 0.66B
BLCN Siren Nasdaq NexGen Econo.. 0.00 % 0.68 %

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USD 0.07B
IRBO iShares Robotics and Arti.. 0.00 % 0.47 %

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USD 0.65B
BACK:LSE 0.00 % 0.00 %

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URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

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USD 0.36B
UWM ProShares Ultra Russell20.. 0.00 % 0.95 %

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USD 0.19B
VB Vanguard Small-Cap Index .. 0.00 % 0.05 %

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USD 52.45B
VTWG Vanguard Russell 2000 Gro.. 0.00 % 0.20 %

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USD 0.88B
VTWO Vanguard Russell 2000 Ind.. 0.00 % 0.15 %

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USD 8.89B
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
BBMC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

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USD 1.58B
BKMC BNY Mellon US Mid Cap Cor.. 0.00 % 0.00 %

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USD 0.45B
IVES Wedbush ETFMG Global Clou.. 0.00 % 0.00 %

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USD 0.02B
BUZZ VanEck Social Sentiment E.. 0.00 % 0.00 %

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USD 0.07B
ISCG iShares Morningstar Small.. 0.00 % 0.00 %

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USD 0.52B
DAPP VanEck Digital Transforma.. 0.00 % 0.00 %

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USD 0.09B
BITQ Bitwise Crypto Industry I.. 0.00 % 0.00 %

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USD 0.11B
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 103.03% 94% A 96% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 103.03% 94% A 96% N/A
Trailing 12 Months  
Capital Gain 290.52% 96% N/A 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 290.52% 96% N/A 99% N/A
Trailing 5 Years  
Capital Gain 759.33% 99% N/A 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 759.33% 99% N/A 98% N/A
Average Annual (5 Year Horizon)  
Capital Gain 117.15% 96% N/A 96% N/A
Dividend Return 117.15% 96% N/A 96% N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 203.69% 6% D- 7% C-
Risk Adjusted Return 57.51% 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 37% 20%
Price/Book Ratio 11.60 21% 10%
Price / Cash Flow Ratio 1,779.23 1% 0%
Price/Free Cash Flow Ratio -447.32 99% 100%
Management Effectiveness  
Return on Equity 48.17% 96% 97%
Return on Invested Capital 13.83% 85% 84%
Return on Assets -2.01% 56% 48%
Debt to Equity Ratio 100.79% 27% 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.

Superior return on equity

The company management has delivered better return on equity 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