Microstrategy Incorporated Stock Performance
| MSTR Stock | USD 164.82 6.58 4.16% |
The company secures a Beta (Market Risk) of 1.98, 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. At this point, MicroStrategy Incorporated has a negative expected return of -1.02%. Please make sure to verify MicroStrategy Incorporated's mean deviation, treynor ratio, as well as the relationship between the Treynor Ratio and daily balance of power , to decide if MicroStrategy Incorporated performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days MicroStrategy Incorporated has generated negative risk-adjusted returns adding no value to investors with long positions. Even with conflicting performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in January 2026. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return 4.16 | Five Day Return (9.92) | Year To Date Return (45.06) | Ten Year Return 829.09 | All Time Return 3 K |
Last Split Factor 10:1 | Dividend Date 2025-05-22 | Last Split Date 2024-08-08 |
1 | Acquisition by Chow Thomas C. of 9843 shares of MicroStrategy Incorporated at 178.99 subject to Rule 16b-3 | 12/05/2025 |
2 | Strategy Formally Urges MSCI to Keep Digital Asset Treasury Companies on Global Indexes | 12/10/2025 |
3 | Binances CZ Names the Best Bitcoin Investment Strategy | 12/12/2025 |
4 | Why Strategy Stock Is Falling Today | 12/15/2025 |
5 | Its Quiet Out There | 12/16/2025 |
6 | YieldMax MSTR Option Income Strategy ETF Hits New 12-Month Low Whats Next | 12/18/2025 |
| Begin Period Cash Flow | 48.7 M | |
| Total Cashflows From Investing Activities | -22.1 B |
MicroStrategy | Build AI portfolio with MicroStrategy Stock |
MicroStrategy Incorporated Relative Risk vs. Return Landscape
If you would invest 33,593 in MicroStrategy Incorporated on September 21, 2025 and sell it today you would lose (17,111) from holding MicroStrategy Incorporated or give up 50.94% of portfolio value over 90 days. MicroStrategy Incorporated is currently does not generate positive expected returns and assumes 4.1282% risk (volatility on return distribution) over the 90 days horizon. In different words, 37% of stocks are less volatile than MicroStrategy, and 99% 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 = -0.2474
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| Negative Returns | MSTR |
Based on monthly moving average MicroStrategy Incorporated is not performing at its full potential. However, 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 MicroStrategy Incorporated 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 | 0.26 | ||||
| Return On Asset | 0.17 | ||||
| Profit Margin | 16.67 % | ||||
| Operating Margin | 30.23 % | ||||
| Current Valuation | 60.04 B | ||||
| Shares Outstanding | 267.71 M | ||||
| Price To Book | 0.88 X | ||||
| Price To Sales | 95.74 X | ||||
| Revenue | 463.46 M | ||||
| Gross Profit | 333.04 M | ||||
| EBITDA | (1.85 B) | ||||
| Net Income | (1.17 B) | ||||
| Cash And Equivalents | 60.39 M | ||||
| Cash Per Share | 5.34 X | ||||
| Total Debt | 7.26 B | ||||
| Debt To Equity | 2.82 % | ||||
| Current Ratio | 0.78 X | ||||
| Book Value Per Share | 182.27 X | ||||
| Cash Flow From Operations | (53.03 M) | ||||
| Earnings Per Share | 24.35 X | ||||
| Market Capitalization | 45.47 B | ||||
| Total Asset | 25.84 B | ||||
| Retained Earnings | (2.17 B) | ||||
| Working Capital | (103.06 M) | ||||
| Current Asset | 565.31 M | ||||
| Current Liabilities | 172.66 M | ||||
About MicroStrategy Incorporated Performance
Assessing MicroStrategy Incorporated's fundamental ratios provides investors with valuable insights into MicroStrategy Incorporated's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the MicroStrategy Incorporated is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 191.07 | 169.84 | |
| Return On Tangible Assets | (0.60) | (0.57) | |
| Return On Capital Employed | (0.07) | (0.08) | |
| Return On Assets | (0.05) | (0.04) | |
| Return On Equity | (0.06) | (0.07) |
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 generated a negative expected return over the last 90 days | |
| MicroStrategy Incorporated has high historical volatility and very poor performance | |
| MicroStrategy Incorporated currently holds 7.26 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. Note, when we think about MicroStrategy Incorporated's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 463.46 M. Net Loss for the year was (1.17 B) with profit before overhead, payroll, taxes, and interest of 333.04 M. | |
| MicroStrategy Incorporated currently holds about 60.39 M in cash with (53.03 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.34. | |
| MicroStrategy Incorporated has a poor financial position based on the latest SEC disclosures | |
| Roughly 59.0% of MicroStrategy Incorporated shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: YieldMax MSTR Option Income Strategy ETF Hits New 12-Month Low Whats Next |
- 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.
Additional Tools for MicroStrategy Stock Analysis
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.