MSTR:NGS-MicroStrategy Incorporated (USD)

EQUITY | Software - Application | Nasdaq Global Select

Last Closing

USD 1223.01

Change

0.00 (0.00)%

Market Cap

USD 2.27B

Volume

1.56M

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: 2024-05-04 )

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ETFs Containing MSTR

CRYP:AU BetaShares Crypto Innovat.. 14.63 % 0.00 %

-0.08 (-0.27%)

USD 0.16B
STCE Schwab Strategic Trust - .. 13.64 % 0.00 %

+0.36 (+-0.27%)

USD 0.04B
VBB 12.82 % 0.00 %

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BCHE:SW Invesco CoinShares Global.. 12.19 % 0.00 %

+1.11 (+-0.27%)

USD 0.65M
DAT ProShares Big Data Refine.. 10.27 % 0.00 %

+0.40 (+-0.27%)

USD 6.95M
MVPA MVPA 9.89 % 0.00 %

+0.25 (+-0.27%)

USD 0.05B
DAPP:SW VanEck Crypto& Blockchain.. 8.49 % 0.00 %

N/A

USD 0.65M
KOIN:LSE 6.46 % 0.00 %

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KOIP:LSE 6.46 % 0.00 %

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BCHN:LSE Invesco Markets II PLC - .. 5.37 % 0.00 %

+1.20 (+-0.27%)

USD 0.59B
KO1N:XETRA 5.18 % 0.00 %

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KOIN:PA 5.18 % 0.00 %

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CBCX:CA CI Galaxy Blockchain ETF .. 4.67 % 0.00 %

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CAD 2.82M
BCHS:LSE Invesco CoinShares Global.. 4.33 % 0.00 %

+34.50 (+-0.27%)

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

+0.06 (+-0.27%)

USD 3.50M
BLOK Amplify Transformational .. 3.80 % 0.70 %

+0.47 (+-0.27%)

USD 0.66B
RBOT:SW iShares Automation & Robo.. 2.32 % 0.00 %

-0.06 (-0.27%)

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

-0.41 (-0.27%)

USD 0.57B
IRBO iShares Robotics and Arti.. 2.17 % 0.47 %

-0.02 (-0.27%)

USD 0.68B
VTWG Vanguard Russell 2000 Gro.. 1.86 % 0.20 %

-0.18 (-0.27%)

USD 0.91B
XRS2:SW Xtrackers Russell 2000 UC.. 0.94 % 0.00 %

N/A

USD 0.30M
R2US:SW SPDR® Russell 2000 US Sm.. 0.94 % 0.00 %

+0.05 (+-0.27%)

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

-0.08 (-0.27%)

USD 0.52B
VTWO Vanguard Russell 2000 Ind.. 0.92 % 0.15 %

N/A

USD 9.27B
JKK iShares Morningstar Small.. 0.79 % 0.30 %

N/A

USD 0.55B
UWM ProShares Ultra Russell20.. 0.54 % 0.95 %

+0.04 (+-0.27%)

USD 0.20B
CSUSS:SW iShares VII PLC - iShares.. 0.50 % 0.00 %

-2.80 (-0.27%)

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

-0.15 (-0.27%)

N/A
VB Vanguard Small-Cap Index .. 0.44 % 0.05 %

+0.20 (+-0.27%)

USD 55.41B
JKJ iShares Morningstar Small.. 0.40 % 0.25 %

N/A

USD 0.22B
WOSC:SW SPDR® MSCI World Small C.. 0.32 % 0.00 %

+0.11 (+-0.27%)

USD 0.83B
WLDS:LSE iShares MSCI World Small .. 0.30 % 0.00 %

-0.03 (-0.27%)

USD 3.80B
WSML:LSE iShares MSCI World Small .. 0.26 % 0.00 %

-0.03 (-0.27%)

USD 3.76B
VISM:AU Vanguard MSCI Internation.. 0.21 % 0.00 %

-0.43 (-0.27%)

USD 0.29B
WDSC:LSE SPDR MSCI World Small Cap.. 0.21 % 0.00 %

-0.32 (-0.27%)

USD 0.81B
WOSC:LSE SPDR MSCI World Small Cap.. 0.21 % 0.00 %

-0.44 (-0.27%)

USD 0.81B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

-0.02 (-0.27%)

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

+0.15 (+-0.27%)

USD 60.85B
IWO iShares Russell 2000 Grow.. 0.00 % 0.24 %

-0.28 (-0.27%)

USD 10.83B
BACK:LSE 0.00 % 0.00 %

N/A

N/A
URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

+0.05 (+-0.27%)

USD 0.36B
R2SC:LSE SPDR® Russell 2000 US Sm.. 0.00 % 0.00 %

-0.32 (-0.27%)

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

-0.24 (-0.27%)

USD 2.83B
RBOD:LSE iShares Automation & Robo.. 0.00 % 0.00 %

-0.02 (-0.27%)

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

-4.75 (-0.27%)

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

-160.00 (-0.27%)

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

-1.33 (-0.27%)

USD 1.04B
R2US:PA SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.22 (-0.27%)

USD 2.82B
2B7F:F iShares Automation & Robo.. 0.00 % 0.00 %

-0.02 (-0.27%)

USD 3.83B
CEM2:F 0.00 % 0.00 %

N/A

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

-0.65 (-0.27%)

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

-0.07 (-0.27%)

USD 2.91B
2B76:XETRA iShares Automation & Robo.. 0.00 % 0.00 %

-0.03 (-0.27%)

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

-0.02 (-0.27%)

USD 3.83B
CEM2:XETRA 0.00 % 0.00 %

N/A

N/A
XRS2:XETRA Xtrackers Russell 2000 UC.. 0.00 % 0.00 %

-0.95 (-0.27%)

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

-0.17 (-0.27%)

USD 2.91B
QBTL:CA AGFiQ US Market Neutral A.. 0.00 % 0.00 %

+0.14 (+-0.27%)

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

-0.70 (-0.27%)

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

-0.06 (-0.27%)

USD 1.66B
BKMC BNY Mellon US Mid Cap Cor.. 0.00 % 0.00 %

-0.04 (-0.27%)

USD 0.47B
IVES Wedbush ETFMG Global Clou.. 0.00 % 0.00 %

+0.37 (+-0.27%)

USD 0.02B
BNXG:XETRA Invesco CoinShares Global.. 0.00 % 0.00 %

+0.81 (+-0.27%)

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

+0.18 (+-0.27%)

USD 0.55B
DAPP VanEck Digital Transforma.. 0.00 % 0.00 %

+0.14 (+-0.27%)

USD 0.10B
DAGB:LSE VanEck Digital Assets Equ.. 0.00 % 0.00 %

+0.15 (+-0.27%)

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

+0.19 (+-0.27%)

USD 0.12B
DAVV:F Vaneck Vectors Ucits Etfs.. 0.00 % 0.00 %

+0.03 (+-0.27%)

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

+0.17 (+-0.27%)

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

+0.08 (+-0.27%)

USD 0.11B
2B76:F iShares Automation & Robo.. 0.00 % 0.00 %

-0.03 (-0.27%)

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

N/A

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 93.63% 92% A 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 93.63% 92% A 95% A
Trailing 12 Months  
Capital Gain 274.33% 96% N/A 99% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 274.33% 96% N/A 99% N/A
Trailing 5 Years  
Capital Gain 764.62% 100% F 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 764.62% 100% F 98% N/A
Average Annual (5 Year Horizon)  
Capital Gain 118.51% 96% N/A 96% N/A
Dividend Return 118.51% 96% N/A 96% N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 203.77% 6% D- 7% C-
Risk Adjusted Return 58.16% 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 1,779.23 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