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MicroStrategy Incorporated (MSTR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5949724083

CUSIP

594972408

Sector

Technology

IPO Date

Jun 11, 1998

Highlights

Market Cap

$90.65B

EPS (TTM)

-$2.46

PEG Ratio

3.09

Total Revenue (TTM)

$467.24M

Gross Profit (TTM)

$343.72M

EBITDA (TTM)

-$880.64M

Year Range

$43.87 - $543.00

Target Price

$492.57

Short %

15.52%

Short Ratio

1.50

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MSTR vs. BTC-USD MSTR vs. GBTC MSTR vs. COIN MSTR vs. MARA MSTR vs. BITO MSTR vs. TSLA MSTR vs. MSTY MSTR vs. BITX MSTR vs. RIOT MSTR vs. CLSK
Popular comparisons:
MSTR vs. BTC-USD MSTR vs. GBTC MSTR vs. COIN MSTR vs. MARA MSTR vs. BITO MSTR vs. TSLA MSTR vs. MSTY MSTR vs. BITX MSTR vs. RIOT MSTR vs. CLSK

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MicroStrategy Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%1,000.00%2,000.00%3,000.00%4,000.00%JuneJulyAugustSeptemberOctoberNovember
3,568.36%
451.11%
MSTR (MicroStrategy Incorporated)
Benchmark (^GSPC)

Returns By Period

MicroStrategy Incorporated had a return of 513.45% year-to-date (YTD) and 634.29% in the last 12 months. Over the past 10 years, MicroStrategy Incorporated had an annualized return of 36.84%, outperforming the S&P 500 benchmark which had an annualized return of 11.29%.


MSTR

YTD

513.45%

1M

58.47%

6M

154.16%

1Y

634.29%

5Y (annualized)

91.89%

10Y (annualized)

36.84%

^GSPC (Benchmark)

YTD

26.47%

1M

5.73%

6M

14.30%

1Y

31.29%

5Y (annualized)

14.18%

10Y (annualized)

11.29%

Monthly Returns

The table below presents the monthly returns of MSTR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-20.65%104.07%66.65%-37.52%43.14%-9.64%17.20%-17.98%27.32%45.02%513.45%
202377.81%4.19%11.46%12.34%-8.15%13.52%27.88%-18.35%-8.18%28.97%17.69%26.75%346.15%
2022-32.41%20.38%9.78%-27.17%-25.26%-37.93%74.11%-19.05%-8.33%26.03%-25.95%-28.53%-74.00%
202158.88%21.56%-9.54%-3.19%-28.48%41.38%-5.79%10.91%-16.69%23.63%0.89%-24.53%40.13%
20206.59%-11.10%-12.62%6.97%-1.46%-4.97%4.76%16.56%4.24%10.97%105.17%13.36%172.42%
2019-0.67%11.51%1.94%3.78%-11.22%7.82%-4.59%4.80%3.55%3.29%-1.91%-5.12%11.65%
20184.90%-7.08%0.79%-1.19%1.66%-1.40%1.88%14.48%-5.62%-10.42%2.91%-1.46%-2.70%
20171.98%-4.68%-2.13%1.26%-4.11%5.11%-29.82%-4.10%-1.00%3.56%3.40%-3.99%-33.49%
2016-3.78%-6.74%11.70%-0.22%4.03%-6.18%-0.07%-4.63%0.39%16.35%-0.40%1.74%10.10%
2015-0.49%10.36%-5.13%7.64%-3.37%-3.35%19.86%-2.53%-1.12%-12.42%0.76%3.41%10.40%
20141.18%2.73%-10.64%5.23%16.22%-0.35%1.78%-2.93%-5.82%22.96%6.75%-5.44%30.71%
20137.38%1.61%-0.79%-10.77%1.43%-4.94%9.26%-3.37%13.02%17.57%6.02%-3.94%33.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MSTR is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of MSTR is 9898
Overall Rank
The Sharpe Ratio Rank of MSTR is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 9797
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 9494
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9999
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MSTR, currently valued at 6.16, compared to the broader market-4.00-2.000.002.004.006.162.66
The chart of Sortino ratio for MSTR, currently valued at 4.26, compared to the broader market-4.00-2.000.002.004.006.004.263.53
The chart of Omega ratio for MSTR, currently valued at 1.51, compared to the broader market0.501.001.502.001.511.49
The chart of Calmar ratio for MSTR, currently valued at 7.76, compared to the broader market0.002.004.006.007.763.84
The chart of Martin ratio for MSTR, currently valued at 31.33, compared to the broader market0.0010.0020.0030.0031.3317.03
MSTR
^GSPC

The current MicroStrategy Incorporated Sharpe ratio is 6.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MicroStrategy Incorporated with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.007.008.00JuneJulyAugustSeptemberOctoberNovember
6.16
2.66
MSTR (MicroStrategy Incorporated)
Benchmark (^GSPC)

Dividends

Dividend History


MicroStrategy Incorporated doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-18.23%
0
MSTR (MicroStrategy Incorporated)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MicroStrategy Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MicroStrategy Incorporated was 99.86%, occurring on Jul 26, 2002. Recovery took 5612 trading sessions.

The current MicroStrategy Incorporated drawdown is 18.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.86%Mar 13, 2000595Jul 26, 20025612Nov 11, 20246207
-65.17%Aug 26, 1998162Apr 19, 1999110Sep 23, 1999272
-29.1%Dec 13, 199910Dec 27, 199910Jan 10, 200020
-25.36%Nov 21, 20244Nov 26, 2024
-20.42%Feb 17, 20008Feb 29, 20001Mar 1, 20009

Volatility

Volatility Chart

The current MicroStrategy Incorporated volatility is 43.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
43.00%
4.02%
MSTR (MicroStrategy Incorporated)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of MicroStrategy Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for MicroStrategy Incorporated.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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