MicroStrategy Incorporated (MSTR)
Company Info
| ISIN | US5949724083 |
|---|---|
| CUSIP | 594972408 |
| Sector | Technology |
| Industry | Software - Application |
| IPO Date | Jun 11, 1998 |
Highlights
| Market Cap | $72.26B |
|---|---|
| EPS (TTM) | -$2.48 |
| PEG Ratio | 3.09 |
| Total Revenue (TTM) | $467.24M |
| Gross Profit (TTM) | $343.72M |
| EBITDA (TTM) | -$442.13M |
| Year Range | $43.87 - $360.89 |
| Target Price | $267.73 |
| Short % | 16.20% |
| Short Ratio | 1.82 |
Share Price Chart
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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.
Returns By Period
MicroStrategy Incorporated had a return of 439.33% year-to-date (YTD) and 596.51% in the last 12 months. Over the past 10 years, MicroStrategy Incorporated had an annualized return of 35.13%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 439.33% | 23.08% |
| 1 month | 75.51% | 0.48% |
| 6 months | 114.99% | 10.70% |
| 1 year | 596.51% | 30.22% |
| 5 years (annualized) | 85.37% | 13.50% |
| 10 years (annualized) | 35.13% | 11.11% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -20.65% | 104.07% | 66.65% | -37.52% | 43.14% | -9.64% | 17.20% | -17.98% | 27.32% | 45.02% | 439.33% | ||
| 2023 | 77.81% | 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% |
| 2021 | 58.88% | 21.56% | -9.54% | -3.19% | -28.48% | 41.38% | -5.79% | 10.91% | -16.69% | 23.63% | 0.89% | -24.53% | 40.13% |
| 2020 | 6.59% | -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% |
| 2018 | 4.90% | -7.08% | 0.79% | -1.19% | 1.66% | -1.40% | 1.88% | 14.48% | -5.62% | -10.42% | 2.91% | -1.46% | -2.70% |
| 2017 | 1.98% | -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% |
| 2014 | 1.18% | 2.73% | -10.64% | 5.23% | 16.22% | -0.35% | 1.78% | -2.93% | -5.82% | 22.96% | 6.75% | -5.44% | 30.71% |
| 2013 | 7.38% | 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.
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.
Dividends
Dividend History
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.
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 4.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.86% | Mar 13, 2000 | 595 | Jul 26, 2002 | 5612 | Nov 11, 2024 | 6207 |
| -65.17% | Aug 26, 1998 | 162 | Apr 19, 1999 | 110 | Sep 23, 1999 | 272 |
| -29.1% | Dec 13, 1999 | 10 | Dec 27, 1999 | 10 | Jan 10, 2000 | 20 |
| -20.42% | Feb 17, 2000 | 8 | Feb 29, 2000 | 1 | Mar 1, 2000 | 9 |
| -17.27% | Nov 4, 1999 | 7 | Nov 12, 1999 | 6 | Nov 22, 1999 | 13 |
Volatility
Volatility Chart
The current MicroStrategy Incorporated volatility is 32.85%, 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.
Financials
Financial Performance
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
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