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

Company Info

ISIN

US5949724083

CUSIP

594972408

IPO Date

Jun 11, 1998

Highlights

Market Cap

$110.60B

EPS (TTM)

-$22.23

PEG Ratio

3.09

Total Revenue (TTM)

$459.28M

Gross Profit (TTM)

$325.85M

EBITDA (TTM)

-$7.57B

Year Range

$102.40 - $543.00

Target Price

$530.29

Short %

10.85%

Short Ratio

1.51

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.


Performance

Performance Chart


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S&P 500

Returns By Period

MicroStrategy Incorporated (MSTR) returned 42.75% year-to-date (YTD) and 160.92% over the past 12 months. Over the past 10 years, MSTR delivered an annualized return of 37.17%, outperforming the S&P 500 benchmark at 10.86%.


MSTR

YTD

42.75%

1M

30.33%

6M

7.44%

1Y

160.92%

3Y*

173.20%

5Y*

102.56%

10Y*

37.17%

^GSPC (Benchmark)

YTD

1.39%

1M

12.89%

6M

1.19%

1Y

12.45%

3Y*

15.19%

5Y*

14.95%

10Y*

10.86%

*Annualized

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
202515.60%-23.70%12.86%31.86%8.76%42.75%
2024-20.65%104.07%66.65%-37.52%43.14%-9.64%17.20%-17.98%27.32%45.02%58.47%-25.25%358.54%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 92, MSTR is among the top 8% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MSTR is 9292
Overall Rank
The Sharpe Ratio Rank of MSTR is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 9292
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 8787
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 9191
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

MicroStrategy Incorporated Sharpe ratios as of May 20, 2025 (values are recalculated daily):

  • 1-Year: 1.65
  • 5-Year: 1.08
  • 10-Year: 0.52
  • All Time: 0.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of MicroStrategy Incorporated compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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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.


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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 12.75%.


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
-49.78%Nov 21, 202493Apr 8, 2025
-29.1%Dec 13, 199910Dec 27, 199910Jan 10, 200020
-20.42%Feb 17, 20008Feb 29, 20001Mar 1, 20009

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of MicroStrategy Incorporated, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -70,844.2%.


-100.00-80.00-60.00-40.00-20.000.0020.0040.0020212022202320242025
-16.53
-0.02
Actual
Estimate

Valuation

The Valuation section provides an overview of how MicroStrategy Incorporated is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MSTR compared to other companies in the Software - Application industry. MSTR currently has a PEG ratio of 3.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MSTR relative to other companies in the Software - Application industry. Currently, MSTR has a P/S ratio of 240.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MSTR in comparison with other companies in the Software - Application industry. Currently, MSTR has a P/B value of 3.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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