MicroStrategy (MSTR) Competitors

$1,297.63
+51.67 (+4.15%)
(As of 05/14/2024 ET)

MSTR vs. TYL, ANSS, SSNC, MANH, GWRE, INFA, CVLT, INST, PRGS, and SPNS

Should you be buying MicroStrategy stock or one of its competitors? The main competitors of MicroStrategy include Tyler Technologies (TYL), ANSYS (ANSS), SS&C Technologies (SSNC), Manhattan Associates (MANH), Guidewire Software (GWRE), Informatica (INFA), Commvault Systems (CVLT), Instructure (INST), Progress Software (PRGS), and Sapiens International (SPNS). These companies are all part of the "prepackaged software" industry.

MicroStrategy vs.

MicroStrategy (NASDAQ:MSTR) and Tyler Technologies (NYSE:TYL) are both large-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, profitability, valuation, institutional ownership, earnings, media sentiment, risk, community ranking and dividends.

In the previous week, MicroStrategy had 3 more articles in the media than Tyler Technologies. MarketBeat recorded 17 mentions for MicroStrategy and 14 mentions for Tyler Technologies. MicroStrategy's average media sentiment score of 0.74 beat Tyler Technologies' score of 0.68 indicating that MicroStrategy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MicroStrategy
9 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Tyler Technologies
7 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MicroStrategy currently has a consensus target price of $1,678.75, indicating a potential upside of 29.37%. Tyler Technologies has a consensus target price of $492.22, indicating a potential upside of 1.59%. Given MicroStrategy's stronger consensus rating and higher possible upside, equities analysts clearly believe MicroStrategy is more favorable than Tyler Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MicroStrategy
0 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00
Tyler Technologies
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

Tyler Technologies received 229 more outperform votes than MicroStrategy when rated by MarketBeat users. Likewise, 74.67% of users gave Tyler Technologies an outperform vote while only 62.15% of users gave MicroStrategy an outperform vote.

CompanyUnderperformOutperform
MicroStrategyOutperform Votes
399
62.15%
Underperform Votes
243
37.85%
Tyler TechnologiesOutperform Votes
628
74.67%
Underperform Votes
213
25.33%

MicroStrategy has higher earnings, but lower revenue than Tyler Technologies. MicroStrategy is trading at a lower price-to-earnings ratio than Tyler Technologies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MicroStrategy$496.26M46.39$429.12M-$6.70-193.68
Tyler Technologies$1.95B10.54$165.92M$4.42109.62

72.0% of MicroStrategy shares are held by institutional investors. Comparatively, 93.3% of Tyler Technologies shares are held by institutional investors. 13.2% of MicroStrategy shares are held by insiders. Comparatively, 1.5% of Tyler Technologies shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Tyler Technologies has a net margin of 9.50% compared to MicroStrategy's net margin of -17.40%. Tyler Technologies' return on equity of 9.35% beat MicroStrategy's return on equity.

Company Net Margins Return on Equity Return on Assets
MicroStrategy-17.40% -8.37% -2.92%
Tyler Technologies 9.50%9.35%5.83%

MicroStrategy has a beta of 3, indicating that its share price is 200% more volatile than the S&P 500. Comparatively, Tyler Technologies has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500.

Summary

Tyler Technologies beats MicroStrategy on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MSTR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MSTR vs. The Competition

MetricMicroStrategyPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$23.02B$21.37B$19.98B$7.86B
Dividend YieldN/A2.06%2.74%3.93%
P/E Ratio-193.6877.46263.9618.36
Price / Sales46.3911.64543.7481.99
Price / Cash41.4865.8428.5128.46
Price / Book10.119.897.084.48
Net Income$429.12M$366.69M$627.48M$216.67M
7 Day Performance5.23%0.85%1.12%1.64%
1 Month Performance-2.86%4.94%3.56%3.94%
1 Year Performance359.34%19.25%30.89%9.96%

MicroStrategy Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TYL
Tyler Technologies
4.1206 of 5 stars
$484.51
+0.7%
$492.22
+1.6%
+24.0%$20.57B$1.95B109.627,300
ANSS
ANSYS
3.683 of 5 stars
$325.86
-0.7%
$320.00
-1.8%
+9.5%$28.45B$2.27B65.436,200Short Interest ↑
Positive News
SSNC
SS&C Technologies
4.8143 of 5 stars
$63.20
+0.2%
$70.20
+11.1%
+15.0%$15.63B$5.50B25.1826,000Insider Selling
MANH
Manhattan Associates
4.619 of 5 stars
$216.64
+1.4%
$234.86
+8.4%
+25.4%$13.34B$928.72M70.804,580Analyst Forecast
GWRE
Guidewire Software
2.1262 of 5 stars
$119.09
+2.4%
$115.11
-3.3%
+51.6%$9.80B$905.34M-192.083,415Positive News
INFA
Informatica
3.9782 of 5 stars
$29.64
+0.7%
$35.45
+19.6%
+101.5%$8.75B$1.60B-1,482.005,000Short Interest ↓
CVLT
Commvault Systems
2.595 of 5 stars
$108.83
+0.4%
$114.25
+5.0%
+72.9%$4.75B$839.25M28.942,779Positive News
INST
Instructure
2.8837 of 5 stars
$19.78
+0.2%
$29.67
+50.0%
-15.8%$2.89B$530.21M-63.801,496
PRGS
Progress Software
4.4883 of 5 stars
$51.20
+0.7%
$64.60
+26.2%
-8.1%$2.21B$694.44M33.252,284
SPNS
Sapiens International
2.3758 of 5 stars
$34.79
+4.7%
$35.33
+1.6%
+50.0%$1.92B$514.58M29.745,000

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This page (NASDAQ:MSTR) was last updated on 5/15/2024 by MarketBeat.com Staff

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