Strategy (MSTR) Competitors

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

Which has better earnings and valuation, 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	$37.90B	6.76	$4.14B	$6.36	41.91
Strategy	$463.46M	211.67	-$1.17B	-$5.63	-67.71

Which has more risk and volatility, 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 3.46, indicating that its share price is 246% more volatile than the S&P 500.

Do insiders & institutionals believe in CRM or MSTR?

80.4% of Salesforce shares are held by institutional investors. Comparatively, 59.8% of Strategy shares are held by institutional investors. 3.2% of Salesforce shares are held by company insiders. Comparatively, 9.2% of Strategy shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Does the media refer more to CRM or MSTR?

In the previous week, Strategy had 83 more articles in the media than Salesforce. MarketBeat recorded 162 mentions for Strategy and 79 mentions for Salesforce. Salesforce's average media sentiment score of 0.97 beat Strategy's score of 0.67 indicating that Salesforce is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Salesforce	51 Very Positive mention(s)	11 Positive mention(s)	8 Neutral mention(s)	3 Negative mention(s)	1 Very Negative mention(s)	Positive
Strategy	64 Very Positive mention(s)	44 Positive mention(s)	34 Neutral mention(s)	11 Negative mention(s)	4 Very Negative mention(s)	Positive

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 rate CRM or MSTR?

Salesforce currently has a consensus price target of $350.56, indicating a potential upside of 31.52%. Strategy has a consensus price target of $505.75, indicating a potential upside of 32.68%. Given Strategy's higher probable upside, analysts plainly believe Strategy is more favorable than Salesforce.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Salesforce	1 Sell rating(s)	5 Hold rating(s)	32 Buy rating(s)	5 Strong Buy rating(s)	2.95
Strategy	1 Sell rating(s)	0 Hold rating(s)	10 Buy rating(s)	1 Strong Buy rating(s)	2.92

Does the MarketBeat Community prefer CRM or MSTR?

Salesforce received 2825 more outperform votes than Strategy when rated by MarketBeat users. Likewise, 82.26% of users gave Salesforce an outperform vote while only 64.14% of users gave Strategy an outperform vote.

Company	Underperform	Outperform
Salesforce	Outperform Votes 3265 82.26%	Underperform Votes 704 17.74%
Strategy	Outperform Votes 440 64.14%	Underperform Votes 246 35.86%

Summary

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