Microstrategy Incorporated Stock Performance
MSTR Stock | USD 1,919 42.17 2.25% |
MicroStrategy Incorporated holds a performance score of 20 on a scale of zero to a hundred. The company secures a Beta (Market Risk) of 3.05, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, MicroStrategy Incorporated will likely underperform. Use MicroStrategy Incorporated downside variance, and the relationship between the total risk alpha and daily balance of power , to analyze future returns on MicroStrategy Incorporated.
Risk-Adjusted Performance
20 of 100
Low | High |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in MicroStrategy Incorporated are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady basic indicators, MicroStrategy Incorporated reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.25 | Five Day Return 26.26 | Year To Date Return 180.11 | Ten Year Return 1.6 K | All Time Return 1.7 K |
Last Split Factor 1:10 | Last Split Date 2002-07-31 |
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6 | MicroStrategy Inc Executive Chairman, 10 percent Owner Michael Saylor Sells 5,000 Shares | 03/25/2024 |
7 | MicroStrategy chairman sells 5,000 shares worth 8.8M - filings | 03/26/2024 |
Begin Period Cash Flow | 50.9 M |
MicroStrategy |
MicroStrategy Incorporated Relative Risk vs. Return Landscape
If you would invest 63,162 in MicroStrategy Incorporated on December 29, 2023 and sell it today you would earn a total of 128,754 from holding MicroStrategy Incorporated or generate 203.85% return on investment over 90 days. MicroStrategy Incorporated is currently generating 2.1646% in daily expected returns and assumes 8.2283% risk (volatility on return distribution) over the 90 days horizon. In different words, 72% of stocks are less volatile than MicroStrategy, and 58% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
Risk |
MicroStrategy Incorporated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MicroStrategy Incorporated's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as MicroStrategy Incorporated, and traders can use it to determine the average amount a MicroStrategy Incorporated's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2631
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Estimated Market Risk
8.23 actual daily | 72 72% of assets are less volatile |
Expected Return
2.16 actual daily | 42 58% of assets have higher returns |
Risk-Adjusted Return
0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average MicroStrategy Incorporated is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of MicroStrategy Incorporated by adding it to a well-diversified portfolio.
MicroStrategy Incorporated Fundamentals Growth
MicroStrategy Stock prices reflect investors' perceptions of the future prospects and financial health of MicroStrategy Incorporated, and MicroStrategy Incorporated fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on MicroStrategy Stock performance.
Return On Equity | 0.48 | ||||
Return On Asset | -0.0201 | ||||
Current Valuation | 34.04 B | ||||
Shares Outstanding | 15 M | ||||
Price To Book | 14.71 X | ||||
Price To Sales | 64.18 X | ||||
Revenue | 496.26 M | ||||
Gross Profit | 396.27 M | ||||
EBITDA | (115.05 M) | ||||
Net Income | 429.12 M | ||||
Cash Per Share | 5.34 X | ||||
Debt To Equity | 2.82 % | ||||
Current Ratio | 0.78 X | ||||
Cash Flow From Operations | 12.71 M | ||||
Earnings Per Share | 26.46 X | ||||
Total Asset | 4.76 B | ||||
Retained Earnings | (999.23 M) | ||||
Current Asset | 565.31 M | ||||
About MicroStrategy Incorporated Performance
To evaluate MicroStrategy Incorporated Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when MicroStrategy Incorporated generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare MicroStrategy Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand MicroStrategy Incorporated market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents MicroStrategy's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for 2024 | ||
Return On Capital Employed | 0.0002 | 0.0002 | |
Return On Assets | 0.09 | 0.09 | |
Return On Equity | 0.20 | 0.21 |
Things to note about MicroStrategy Incorporated performance evaluation
Checking the ongoing alerts about MicroStrategy Incorporated for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for MicroStrategy Incorporated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.MicroStrategy Incorporated is way too risky over 90 days horizon | |
MicroStrategy Incorporated appears to be risky and price may revert if volatility continues | |
The company currently holds 2.25 B in liabilities with Debt to Equity (D/E) ratio of 2.82, implying the company greatly relies on financing operations through barrowing. MicroStrategy Incorporated has a current ratio of 0.76, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist MicroStrategy Incorporated until it has trouble settling it off, either with new capital or with free cash flow. So, MicroStrategy Incorporated's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like MicroStrategy Incorporated sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for MicroStrategy to invest in growth at high rates of return. When we think about MicroStrategy Incorporated's use of debt, we should always consider it together with cash and equity. | |
About 61.0% of MicroStrategy Incorporated shares are owned by institutional investors | |
Latest headline from seekingalpha.com: MicroStrategy chairman sells 5,000 shares worth 8.8M - filings |
- Analyzing MicroStrategy Incorporated's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether MicroStrategy Incorporated's stock is overvalued or undervalued compared to its peers.
- Examining MicroStrategy Incorporated's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating MicroStrategy Incorporated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of MicroStrategy Incorporated's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of MicroStrategy Incorporated's stock. These opinions can provide insight into MicroStrategy Incorporated's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in MicroStrategy Incorporated. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. To learn how to invest in MicroStrategy Stock, please use our How to Invest in MicroStrategy Incorporated guide.You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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When running MicroStrategy Incorporated's price analysis, check to measure MicroStrategy Incorporated's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MicroStrategy Incorporated is operating at the current time. Most of MicroStrategy Incorporated's value examination focuses on studying past and present price action to predict the probability of MicroStrategy Incorporated's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MicroStrategy Incorporated's price. Additionally, you may evaluate how the addition of MicroStrategy Incorporated to your portfolios can decrease your overall portfolio volatility.
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Is MicroStrategy Incorporated's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MicroStrategy Incorporated. If investors know MicroStrategy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MicroStrategy Incorporated listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.78) | Earnings Share 26.46 | Revenue Per Share 36.3 | Quarterly Revenue Growth (0.06) | Return On Assets (0.02) |
The market value of MicroStrategy Incorporated is measured differently than its book value, which is the value of MicroStrategy that is recorded on the company's balance sheet. Investors also form their own opinion of MicroStrategy Incorporated's value that differs from its market value or its book value, called intrinsic value, which is MicroStrategy Incorporated's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MicroStrategy Incorporated's market value can be influenced by many factors that don't directly affect MicroStrategy Incorporated's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MicroStrategy Incorporated's value and its price as these two are different measures arrived at by different means. Investors typically determine if MicroStrategy Incorporated is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MicroStrategy Incorporated's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.