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Upturn stock ratingUpturn stock rating
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MicroStrategy Incorporated (MSTR)

Upturn stock ratingUpturn stock rating
$302.07
Delayed price
Today's Top Performer Top performer
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/20/2025: MSTR (5-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

AI Based Fundamental Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type Stock
Historic Profit 112.88%
Avg. Invested days 27
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/20/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 75.38B USD
Price to earnings Ratio -
1Y Target Price 514.09
Price to earnings Ratio -
1Y Target Price 514.09
Volume (30-day avg) 18487995
Beta 3.37
52 Weeks Range 101.00 - 543.00
Updated Date 03/30/2025
52 Weeks Range 101.00 - 543.00
Updated Date 03/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -6.05

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -251.73%
Operating Margin (TTM) -843.12%

Management Effectiveness

Return on Assets (TTM) -7.57%
Return on Equity (TTM) -11.44%

Valuation

Trailing PE -
Forward PE 3.12
Enterprise Value 82588726153
Price to Sales(TTM) 162.65
Enterprise Value 82588726153
Price to Sales(TTM) 162.65
Enterprise Value to Revenue 178.2
Enterprise Value to EBITDA -447.32
Shares Outstanding 240816000
Shares Floating 237401941
Shares Outstanding 240816000
Shares Floating 237401941
Percent Insiders 0.19
Percent Institutions 46.26

Analyst Ratings

Rating 4.67
Target Price 518.68
Buy 3
Strong Buy 6
Buy 3
Strong Buy 6
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

MicroStrategy Incorporated

stock logo

Company Overview

History and Background

MicroStrategy Incorporated was founded in 1989 by Michael J. Saylor and Sanju K. Bansal. Initially focused on data mining, it evolved into a business intelligence (BI) and analytics software provider. The company gained prominence in the late 1990s and early 2000s. In recent years, MicroStrategy has become known for its significant investments in Bitcoin.

Core Business Areas

  • Enterprise Analytics Software: MicroStrategy's core business involves providing a comprehensive analytics platform that allows businesses to analyze data and gain insights. This includes data visualization, reporting, and mobile analytics capabilities.
  • Bitcoin Strategy: Since 2020, MicroStrategy has adopted a strategy of acquiring and holding Bitcoin as its primary treasury reserve asset. This strategy significantly influences the company's financial performance and stock valuation.

Leadership and Structure

Michael J. Saylor is the Founder and Executive Chairman. Phong Le is the CEO. The organizational structure is typical of a technology company, with departments focused on product development, sales, marketing, and finance.

Top Products and Market Share

Key Offerings

  • MicroStrategy Analytics Platform: Provides a comprehensive suite of business intelligence tools for data visualization, reporting, and mobile analytics. Market share is estimated to be in the single-digit percentages among the BI platforms. Competitors include Tableau (Salesforce), Power BI (Microsoft), Qlik, and ThoughtSpot.
  • MicroStrategy Cloud: A managed service offering of the MicroStrategy Analytics Platform, providing cloud-based analytics solutions. Market share is relatively small but growing. Competitors include cloud-based BI solutions from AWS, Google, and Microsoft.

Market Dynamics

Industry Overview

The business intelligence and analytics market is competitive and dynamic, driven by the increasing need for data-driven decision-making. Cloud-based solutions and AI-powered analytics are gaining prominence.

Positioning

MicroStrategy is positioned as a provider of enterprise-grade analytics solutions, particularly for organizations with complex data environments. Its competitive advantage lies in its comprehensive platform and strong data governance capabilities, although this is offset by competition and a niche market focus.

Total Addressable Market (TAM)

The total addressable market for analytics software is estimated to be around $30 billion and is steadily growing. MicroStrategy's positioning and strategy allows it to capture some market share.

Upturn SWOT Analysis

Strengths

  • Comprehensive Analytics Platform
  • Strong Data Governance Capabilities
  • Long-Standing History in BI
  • Early Adopter of Bitcoin Strategy

Weaknesses

  • High Reliance on Bitcoin Value
  • Complex Pricing Structure
  • Relatively Small Market Share Compared to Competitors
  • Perception as Legacy BI Vendor

Opportunities

  • Growing Demand for Cloud-Based Analytics
  • Integration of AI and Machine Learning
  • Expansion into New Vertical Markets
  • Leveraging Bitcoin Holdings

Threats

  • Intense Competition from Larger Vendors
  • Volatility of Bitcoin Prices
  • Changing Technology Landscape
  • Economic Downturn Impacting IT Spending

Competitors and Market Share

Key Competitors

  • CRM
  • MSFT
  • Qlik
  • SPOT

Competitive Landscape

MicroStrategy faces strong competition from larger, more established players like Salesforce (Tableau) and Microsoft (Power BI). Its competitive advantage lies in its comprehensive platform and data governance capabilities, but it struggles with brand recognition and market share.

Major Acquisitions

Alarm.com

  • Year: 2009
  • Acquisition Price (USD millions): 27.7
  • Strategic Rationale: MicroStrategy acquired Alarm.com to apply its technology and expertise in data analysis and data mining techniques to the expanding market for Internet and broadband connected residential and small business services.

Growth Trajectory and Initiatives

Historical Growth: Historically, revenue growth has been moderate. Recent growth is influenced more by Bitcoin holdings than core software sales.

Future Projections: Future growth is heavily dependent on the success of the Bitcoin strategy. Analyst estimates vary widely depending on Bitcoin price forecasts.

Recent Initiatives: Increased Bitcoin acquisitions. Continued development of cloud-based analytics platform.

Summary

MicroStrategy is a company with a long history in the BI space, but it's increasingly defined by its Bitcoin strategy. While its analytics platform remains a valuable asset, the company's financial performance and stock valuation are highly correlated with Bitcoin prices. This creates both significant opportunities and substantial risks for investors. The management needs to carefully balance their Bitcoin investment with their core software business.

Similar Companies

  • CRM
  • MSFT
  • ORCL
  • SNOW
  • PATH

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Analyst Reports
  • Industry Research Reports
  • MicroStrategy Investor Relations
  • Public News Articles

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Financial data and market conditions are subject to change.

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
Industry Software - Application
Full time employees 1534
Full time employees 1534

MicroStrategy Incorporated, together with its subsidiaries, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making; HyperIntelligence, a context-based, click-free insights to the user by hovering over keywords on the screen; and Enterprise Semantic Graph, a metadata layer that helps ensure data insights are regardless of how far-reaching the applications and users of data may reside. The company also provides Strategy Support that helps customers achieve their system availability and usage goals through highly responsive troubleshooting and assistance; Strategy Education that offers free and paid learning options; and Strategy Consulting, which provides architecture and implementation services to help customers realize their desired results. 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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