Strategy (MSTR) Competitors

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

Which has more volatility & risk, CRM or MSTR?

Salesforce has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500. Comparatively, Strategy has a beta of 3.73, indicating that its share price is 273% more volatile than the S&P 500.

Does the media refer more to CRM or MSTR?

In the previous week, Strategy had 100 more articles in the media than Salesforce. MarketBeat recorded 182 mentions for Strategy and 82 mentions for Salesforce. Salesforce's average media sentiment score of 0.99 beat Strategy's score of 0.57 indicating that Salesforce is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Salesforce	57 Very Positive mention(s)	4 Positive mention(s)	15 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive
Strategy	64 Very Positive mention(s)	41 Positive mention(s)	49 Neutral mention(s)	12 Negative mention(s)	5 Very Negative mention(s)	Positive

Does the MarketBeat Community favor CRM or MSTR?

Salesforce received 2834 more outperform votes than Strategy when rated by MarketBeat users. Likewise, 82.10% of users gave Salesforce an outperform vote while only 64.27% of users gave Strategy an outperform vote.

Company	Underperform	Outperform
Salesforce	Outperform Votes 3280 82.10%	Underperform Votes 715 17.90%
Strategy	Outperform Votes 446 64.27%	Underperform Votes 248 35.73%

Do insiders & institutionals have more ownership in CRM or MSTR?

80.4% of Salesforce shares are owned by institutional investors. Comparatively, 59.8% of Strategy shares are owned by institutional investors. 3.2% of Salesforce shares are owned by insiders. Comparatively, 8.5% of Strategy shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Is CRM or MSTR more profitable?

Salesforce has a net margin of 15.96% compared to Strategy's net margin of -251.73%. Salesforce's return on equity of 12.34% beat Strategy's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Salesforce	15.96%	12.34%	7.65%
Strategy	-251.73%	-19.01%	-10.88%

Do analysts recommend CRM or MSTR?

Salesforce presently has a consensus price target of $346.34, suggesting a potential upside of 29.06%. Strategy has a consensus price target of $514.42, suggesting a potential upside of 31.49%. Given Strategy's higher possible upside, analysts clearly believe Strategy is more favorable than Salesforce.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Salesforce	2 Sell rating(s)	9 Hold rating(s)	27 Buy rating(s)	4 Strong Buy rating(s)	2.79
Strategy	1 Sell rating(s)	2 Hold rating(s)	9 Buy rating(s)	1 Strong Buy rating(s)	2.77

Which has better valuation and earnings, CRM or MSTR?

Salesforce has higher revenue and earnings than Strategy. Strategy is trading at a lower price-to-earnings ratio than Salesforce, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Salesforce	$38.59B	6.65	$4.14B	$6.39	42.00
Strategy	$459.28M	232.89	-$1.17B	-$21.81	-17.94

Summary

Salesforce beats Strategy on 14 of the 19 factors compared between the two stocks.