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Strategy (MSTR) Competitors

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$416.92 +3.50 (+0.85%)
Closing price 05/20/2025 04:00 PM Eastern
Extended Trading
$416.78 -0.14 (-0.03%)
As of 07:26 AM Eastern
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MSTR vs. CRM, INTU, ADBE, CDNS, SNPS, WDAY, ADSK, FICO, ANSS, and TYL

Should you be buying Strategy stock or one of its competitors? The main competitors of Strategy include Salesforce (CRM), Intuit (INTU), Adobe (ADBE), Cadence Design Systems (CDNS), Synopsys (SNPS), Workday (WDAY), Autodesk (ADSK), Fair Isaac (FICO), ANSYS (ANSS), and Tyler Technologies (TYL). These companies are all part of the "application software" industry.

Strategy vs.

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

In the previous week, Strategy had 95 more articles in the media than Salesforce. MarketBeat recorded 185 mentions for Strategy and 90 mentions for Salesforce. Salesforce's average media sentiment score of 1.24 beat Strategy's score of 0.60 indicating that Salesforce is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Salesforce
61 Very Positive mention(s)
12 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Strategy
78 Very Positive mention(s)
29 Positive mention(s)
56 Neutral mention(s)
15 Negative mention(s)
7 Very Negative mention(s)
Positive

Salesforce has a beta of 1.42, suggesting that its stock price is 42% more volatile than the S&P 500. Comparatively, Strategy has a beta of 3.79, suggesting that its stock price is 279% more volatile than the S&P 500.

Salesforce presently has a consensus price target of $352.62, suggesting a potential upside of 22.59%. Strategy has a consensus price target of $514.42, suggesting a potential upside of 23.38%. Given Strategy's higher probable upside, analysts clearly 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)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.77

Salesforce received 2820 more outperform votes than Strategy when rated by MarketBeat users. Likewise, 82.27% of users gave Salesforce an outperform vote while only 64.27% of users gave Strategy an outperform vote.

CompanyUnderperformOutperform
SalesforceOutperform Votes
3266
82.27%
Underperform Votes
704
17.73%
StrategyOutperform Votes
446
64.27%
Underperform Votes
248
35.73%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Salesforce$37.90B7.30$4.14B$6.3645.23
Strategy$459.28M248.19-$1.17B-$21.81-19.12

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, 9.2% of Strategy shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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
Salesforce15.96% 12.34% 7.65%
Strategy -251.73%-19.01%-10.88%

Summary

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

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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

MetricStrategyPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$113.99B$26.64B$25.22B$8.48B
Dividend YieldN/A1.77%2.89%4.11%
P/E Ratio-74.01121.9745.0920.05
Price / Sales248.1922.092,227.69117.05
Price / CashN/A86.0634.7834.62
Price / Book5.489.386.794.61
Net Income-$1.17B$436.62M$737.99M$248.19M
7 Day Performance0.04%0.65%0.55%2.97%
1 Month Performance31.21%23.47%16.30%16.58%
1 Year Performance151.85%20.00%52,512.20%8.16%

Strategy Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSTR
Strategy
3.9921 of 5 stars
$416.92
+0.8%
$514.42
+23.4%
+141.4%$113.99B$459.28M-74.012,150Trending News
Analyst Forecast
CRM
Salesforce
4.649 of 5 stars
$288.04
-1.1%
$352.62
+22.4%
+0.2%$277.07B$37.90B47.4073,500Trending News
Upcoming Earnings
INTU
Intuit
4.6807 of 5 stars
$672.90
+0.4%
$720.16
+7.0%
+0.2%$187.97B$17.17B65.2817,300Trending News
Upcoming Earnings
Analyst Forecast
ADBE
Adobe
4.7913 of 5 stars
$419.64
+0.6%
$502.88
+19.8%
-13.8%$178.95B$22.04B33.8629,200Trending News
CDNS
Cadence Design Systems
4.3461 of 5 stars
$320.87
-0.2%
$325.23
+1.4%
+9.6%$87.51B$4.87B83.0310,200Positive News
Insider Trade
SNPS
Synopsys
4.671 of 5 stars
$515.21
+0.2%
$613.43
+19.1%
-10.2%$79.59B$6.07B35.4519,000Positive News
Analyst Forecast
Gap Up
WDAY
Workday
4.5703 of 5 stars
$272.81
-0.1%
$293.62
+7.6%
+5.5%$72.59B$8.45B45.2617,700Positive News
Upcoming Earnings
ADSK
Autodesk
3.8674 of 5 stars
$296.19
-0.6%
$321.32
+8.5%
+33.6%$63.34B$6.13B58.7412,600Trending News
Upcoming Earnings
Analyst Forecast
FICO
Fair Isaac
4.8888 of 5 stars
$2,204.64
+0.1%
$2,299.31
+4.3%
+40.0%$53.57B$1.84B100.993,400Positive News
ANSS
ANSYS
3.3096 of 5 stars
$346.23
-0.1%
$352.50
+1.8%
+5.3%$30.43B$2.58B52.845,600Positive News
TYL
Tyler Technologies
4.547 of 5 stars
$576.34
-0.1%
$674.67
+17.1%
+16.4%$24.80B$2.19B94.897,200Insider Trade

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This page (NASDAQ:MSTR) was last updated on 5/21/2025 by MarketBeat.com Staff
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