NASDAQ: MSTR - MicroStrategy Incorporated

Yield per half year: +266.36%
Sector: Technology

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1. Summary

Advantages

  • Positive review The stock's return over the last year (468.4%) is higher than the sector average (-89.56%).
  • Positive review The company's current efficiency (ROE=48.17%) is higher than the sector average (ROE=14.52%)

Disadvantages

  • Negative review Price (1648.37 $) is higher than fair price (495.65 $)
  • Negative review Dividends (0%) are below the sector average (1.7975%).
  • Negative review Current debt level 47.27% has increased over 5 years from 0%.

2. Share price and performance

2.1. Share price

2.2. News

2.3. Market efficiency

MicroStrategy Incorporated Technology Index
7 days 30.4% -100% -1%
90 days 129.6% -100% 6.9%
1 year 468.4% -89.6% 30.5%

Positive review MSTR vs Sector: MicroStrategy Incorporated has outperformed the "Technology" sector by 557.97% over the past year.

Positive review MSTR vs Market: MicroStrategy Incorporated has outperformed the market by 437.86% over the past year.

Neutral review Slightly volatile price: MSTR is more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical deviations of about +/- 5-15% per week.

Long period: MSTR with weekly volatility of 9.01% over the past year.

3. Summary of the report

3.1. General

P/E: 23.31
P/S: 20.16

3.2. Revenue

EPS 25.9
ROE 48.17%
ROA 11.97%
ROIC -20.57%
Ebitda margin -23.18%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Negative review company.analysis.fundamental.minus11_title: The current price (1648.37 $) is higher than the fair price (495.65 $).

Negative review Price is higher than fair: The current price (1648.37 $) is 69.9% higher than the fair price.

4.2. P/E

Positive review P/E vs Sector: The company's P/E (23.31) is lower than that of the sector as a whole (92.01).

Positive review P/E vs Market: The company's P/E (23.31) is lower than that of the market as a whole (54.92).

4.2.1 P/E Similar companies

4.3. P/BV

Positive review P/BV vs Sector: The company's P/BV (4.62) is lower than that of the sector as a whole (40.43).

Negative review P/BV vs Market: The company's P/BV (4.62) is higher than that of the market as a whole (2.35).

4.3.1 P/BV Similar companies

4.4. P/S

Positive review P/S vs Sector: The company's P/S indicator (20.16) is lower than that of the sector as a whole (39.01).

Negative review P/S vs Market: The company's P/S indicator (20.16) is higher than that of the market as a whole (p_s_market}).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

Positive review EV/Ebitda vs Sector: The company's EV/Ebitda (-106.13) is lower than that of the sector as a whole (63.31).

Positive review EV/Ebitda vs Market: The company's EV/Ebitda (-106.13) is lower than that of the market as a whole (22.79).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Ebitda

Positive review Yield Trend: Rising and has grown by 229.48% over the last 5 years.

Negative review Earnings Slowdown: The last year's return (-148.88%) is below the 5-year average return (229.48%).

Negative review Profitability vs Sector: The return for the last year (-148.88%) is lower than the return for the sector (90.85%).

5.4. ROE

Positive review ROE vs Sector: The company's ROE (48.17%) is higher than that of the sector as a whole (14.52%).

Positive review ROE vs Market: The company's ROE (48.17%) is higher than that of the market as a whole (31.82%).

5.5. ROA

Positive review ROA vs Sector: The company's ROA (11.97%) is higher than that of the sector as a whole (8%).

Positive review ROA vs Market: The company's ROA (11.97%) is higher than that of the market as a whole (6.37%).

5.6. ROIC

Negative review ROIC vs Sector: The company's ROIC (-20.57%) is lower than that of the sector as a whole (19.69%).

Negative review ROIC vs Market: The company's ROIC (-20.57%) is lower than that of the market as a whole (10.68%).

6. Finance

6.1. Assets and debt

Positive review Debt level: (47.27%) is quite low in relation to assets.

Negative review Increasing debt: over 5 years, the debt has increased from 0% to 47.27%.

Negative review Excess of debt: The debt is not covered by net income, percentage 524.35%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Negative review Low yield: The dividend yield of the company 0% is below the average for the sector '1.7975%.

7.2. Stability and increase in payments

Negative review Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.

Negative review Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.

7.3. Payout percentage

Negative review Dividend Coverage: Current payments from income (0.9587%) are at an uncomfortable level.

8. Insider trades

8.1. Insider trading

Positive review Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

Transaction date Insider Type Price Volume Quantity
02.11.2021 Shao Wei-Ming
SEVP & General Counsel
Sale 776.55 3 106 200 4000
02.11.2021 Shao Wei-Ming
SEVP & General Counsel
Buy 132.78 531 120 4000
01.11.2021 Shao Wei-Ming
SEVP & General Counsel
Sale 740.75 1 481 500 2000
01.11.2021 Shao Wei-Ming
SEVP & General Counsel
Buy 131.53 263 060 2000