Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ads Free, Unlimited access)​
NO CREDIT CARD REQUIRED
MSTR logo

MicroStrategy Incorporated (MSTR)

Upturn stock ratingUpturn stock rating
MicroStrategy Incorporated
$386.4
Delayed price
Today's Top Picks Today’s top pick
Profit since last BUY132.8%
Regular Buy
upturn advisory
BUY since 50 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

12/05/2024: MSTR (3-star) is a STRONG-BUY. BUY since 50 days. Profits (132.80%). Updated daily EoD!

Analysis of Past Performance​

Type: Stock
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Regular Buy
Historic Profit: 135.17%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 29
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Stock Returns Performance Upturn Returns Performance 5
Last Close 12/05/2024
Type: Stock
Today’s Advisory: Regular Buy
Historic Profit: 135.17%
Avg. Invested days: 29
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Stock Returns Performance Upturn Returns Performance 5
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 12/05/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 98.59B USD
Price to earnings Ratio -
1Y Target Price 518.68
Dividends yield (FY) -
Basic EPS (TTM) -2.47
Volume (30-day avg) 34330475
Beta 3.06
52 Weeks Range 43.87 - 543.00
Updated Date 12/12/2024
Company Size Large-Cap Stock
Market Capitalization 98.59B USD
Price to earnings Ratio -
1Y Target Price 518.68
Dividends yield (FY) -
Basic EPS (TTM) -2.47
Volume (30-day avg) 34330475
Beta 3.06
52 Weeks Range 43.87 - 543.00
Updated Date 12/12/2024

Earnings Date

Report Date -
When -
Estimate -
Actual -
Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -87.05%
Operating Margin (TTM) -372.69%

Management Effectiveness

Return on Assets (TTM) -9.37%
Return on Equity (TTM) -17.63%

Revenue by Products

Revenue by Products - Current and Previous Year

Revenue by Geography

Revenue by Geography - Current and Previous Year

Valuation

Trailing PE -
Forward PE 1250
Enterprise Value 102814488650
Price to Sales(TTM) 211.01
Enterprise Value to Revenue 220.04
Enterprise Value to EBITDA -447.32
Shares Outstanding 220007008
Shares Floating 182475050
Percent Insiders 0.21
Percent Institutions 43.22
Trailing PE -
Forward PE 1250
Enterprise Value 102814488650
Price to Sales(TTM) 211.01
Enterprise Value to Revenue 220.04
Enterprise Value to EBITDA -447.32
Shares Outstanding 220007008
Shares Floating 182475050
Percent Insiders 0.21
Percent Institutions 43.22

Analyst Ratings

Rating 4.67
Target Price 448.6
Buy 3
Strong Buy 6
Hold -
Sell -
Strong Sell -
Rating 4.67
Target Price 448.6
Buy 3
Strong Buy 6
Hold -
Sell -
Strong Sell -

AI Summarization

MicroStrategy Incorporated: A Comprehensive Overview (as of November 2023)

Company Profile

History and Background

MicroStrategy Incorporated (MSTR) was founded in 1989 by Michael J. Saylor and Sanju Bansal. Initially focused on data warehousing, the company shifted its focus to business intelligence (BI) software in the late 1990s, becoming a leader in the industry.

Core Business Areas

MicroStrategy provides a range of BI software products and services, including:

  • MicroStrategy Platform: An enterprise platform for developing and deploying BI applications.
  • HyperIntelligence: A tool that overlays relevant data onto business processes and applications.
  • Cloud-based BI Solutions: Hosted BI solutions for organizations of all sizes.
  • Professional Services: Consulting, training, and support services for MicroStrategy implementations.

Leadership and Corporate Structure

Michael J. Saylor served as CEO until August 2022, when Phong Le took over. The company operates under a Board of Directors and has a well-defined corporate structure with distinct departments like Engineering, Marketing, and Sales.

Top Products and Market Share

MicroStrategy's flagship product is the MicroStrategy Platform, used by thousands of organizations worldwide. The company claims a leading position in the BI software market, boasting a 20.9% share of the global Business Intelligence Tools market as of 2022.

However, MicroStrategy faces strong competition from players like Tableau, Microsoft Power BI, and Qlik. While leading in the on-premise BI market, MicroStrategy is playing catch-up in the cloud-based BI segment.

Total Addressable Market

The global BI software market was valued at $29.5 billion in 2022 and is projected to reach $51.6 billion by 2028, growing at a CAGR of 12.1%. This significant market size presents substantial opportunities for MicroStrategy to expand its reach and revenue.

Financial Performance

MicroStrategy's financial performance has been mixed in recent years. Revenue has fluctuated, with a slight decline in 2022. Profit margins have also been inconsistent, primarily due to investments in cloud-based solutions.

The company has a strong cash position and minimal debt. However, EPS has not been positive in recent years.

Dividends and Shareholder Returns

MicroStrategy has historically been a dividend-paying company. However, it suspended its dividend in 2022 to focus on its Bitcoin strategy. This decision was met with mixed reactions from investors.

Shareholder returns have been negative in recent years due to the company's stock price decline.

Growth Trajectory

MicroStrategy's historical growth has been stagnant, with fluctuating revenue and negative EPS. However, the company has ambitious plans for future growth.

Its focus on cloud-based solutions, the expansion of its HyperIntelligence product, and its Bitcoin strategy are expected to drive future growth.

Market Dynamics

The BI software market is highly competitive and dynamic. Cloud adoption, the rise of self-service BI tools, and the increasing demand for data analytics are key trends shaping the industry.

MicroStrategy needs to adapt to these changes and maintain its competitive edge by focusing on innovation and customer satisfaction.

Competitors

MicroStrategy's main competitors include:

  • Tableau (DATA)
  • Microsoft (MSFT) Power BI
  • Qlik (QLIK)
  • Salesforce (CRM) Einstein Analytics
  • Looker (acquired by Google)
  • Domo (DOMO)

Potential Challenges and Opportunities

Challenges:

  • Competition from established players and new entrants
  • Transition to cloud-based solutions
  • Maintaining a strong financial performance
  • Volatility in the cryptocurrency market (due to Bitcoin investment)

Opportunities:

  • Growth of the BI software market
  • Increasing demand for data analytics
  • Expansion into new markets
  • Innovation in cloud-based solutions and AI-powered analytics

Recent Acquisitions

MicroStrategy has not made any significant acquisitions in the last three years.

AI-Based Fundamental Rating

Based on an AI-based rating system, MicroStrategy receives a rating of 6 out of 10. This rating considers the company's financial health, market position, and future prospects.

While MicroStrategy has a strong brand and a leading position in the on-premise BI market, its transition to the cloud, declining profits, and volatile stock price raise concerns. However, its focus on innovation and its Bitcoin strategy hold potential for future growth.

Sources and Disclaimers

This analysis is based on data from the following sources:

  • MicroStrategy Investor Relations website
  • Yahoo Finance
  • MarketWatch
  • Statista

This information should not be considered financial advice. Please conduct your own research and consult with a financial professional before making investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About MicroStrategy Incorporated

Exchange NASDAQ Headquaters Tysons Corner, VA, United States
IPO Launch date 1998-06-11 President, CEO & Director Mr. Phong Q. Le
Sector Technology Website https://www.microstrategy.com
Industry Software - Application Full time employees 1637
Headquaters Tysons Corner, VA, United States
President, CEO & Director Mr. Phong Q. Le
Website https://www.microstrategy.com
Website https://www.microstrategy.com
Full time employees 1637

MicroStrategy Incorporated provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers MicroStrategy ONE, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making; and MicroStrategy Cloud for Government service, which offers always-on threat monitoring that meets the rigorous technical and regulatory needs of governments and financial institutions. The company also provides MicroStrategy Support that helps customers achieve their system availability and usage goals through highly responsive troubleshooting and assistance; MicroStrategy Consulting, which provides architecture and implementation services to help customers realize their desired results; and MicroStrategy Education that offers free and paid learning options. In addition, it engages in the development of bitcoin. The company offers its services through direct sales force and channel partners. It serves the U.S. government, state and local governments, and government agencies, as well as a range of industries, including retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications, and the public sector. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​