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MicroStrategy Incorporated (MSTR)
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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 | Today’s Advisory: Regular Buy |
Historic Profit: 135.17% | Upturn Advisory Performance 3 | Avg. Invested days: 29 |
Profits based on simulation | Stock 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 | Stock Returns Performance 5 |
Profits based on simulation Last Close 12/05/2024 | Upturn Advisory Performance 3 |
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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