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Upturn AI SWOT - About
MSTR 
MicroStrategy Incorporated (MSTR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: MSTR (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
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
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 Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 81.40B USD | Price to earnings Ratio - | 1Y Target Price 514.09 |
Price to earnings Ratio - | 1Y Target Price 514.09 | ||
Volume (30-day avg) 20138783 | Beta 3.37 | 52 Weeks Range 101.00 - 543.00 | Updated Date 04/3/2025 |
52 Weeks Range 101.00 - 543.00 | Updated Date 04/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -6.06 |
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 3.37 | Enterprise Value 88613088954 | Price to Sales(TTM) 175.64 |
Enterprise Value 88613088954 | Price to Sales(TTM) 175.64 | ||
Enterprise Value to Revenue 191.2 | 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 - |
Upturn AI SWOT
MicroStrategy Incorporated
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.
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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.
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 | Industry Software - Application | Full time employees 1534 | Website https://www.strategy.com |
Full time employees 1534 | Website https://www.strategy.com | ||
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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