MicroStrategy (MSTR) Competitors

MicroStrategy logo
$329.96 -7.77 (-2.30%)
As of 02:32 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

MSTR vs. CRM, ADBE, INTU, CDNS, SNPS, WDAY, ADSK, FICO, ANSS, and TYL

Should you be buying MicroStrategy stock or one of its competitors? The main competitors of MicroStrategy include Salesforce (CRM), Adobe (ADBE), Intuit (INTU), 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.

MicroStrategy vs.

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

MicroStrategy has a beta of 3.25, suggesting that its stock price is 225% more volatile than the S&P 500. Comparatively, Salesforce has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.

Salesforce has higher revenue and earnings than MicroStrategy. MicroStrategy 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
MicroStrategy$463.46M174.64$429.12M-$5.63-59.96
Salesforce$34.86B8.94$4.14B$6.0853.53

MicroStrategy currently has a consensus target price of $536.90, suggesting a potential upside of 58.97%. Salesforce has a consensus target price of $377.63, suggesting a potential upside of 16.02%. Given MicroStrategy's stronger consensus rating and higher probable upside, equities research analysts plainly believe MicroStrategy is more favorable than Salesforce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MicroStrategy
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
3.10
Salesforce
1 Sell rating(s)
6 Hold rating(s)
30 Buy rating(s)
4 Strong Buy rating(s)
2.90

In the previous week, Salesforce had 48 more articles in the media than MicroStrategy. MarketBeat recorded 98 mentions for Salesforce and 50 mentions for MicroStrategy. Salesforce's average media sentiment score of 1.35 beat MicroStrategy's score of 1.11 indicating that Salesforce is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MicroStrategy
32 Very Positive mention(s)
8 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Salesforce
77 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Salesforce received 2804 more outperform votes than MicroStrategy when rated by MarketBeat users. Likewise, 82.48% of users gave Salesforce an outperform vote while only 64.28% of users gave MicroStrategy an outperform vote.

CompanyUnderperformOutperform
MicroStrategyOutperform Votes
439
64.28%
Underperform Votes
244
35.72%
SalesforceOutperform Votes
3243
82.48%
Underperform Votes
689
17.52%

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

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

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

Summary

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

Get MicroStrategy News Delivered to You Automatically

Sign up to receive the latest news and ratings for MSTR and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

MSTR vs. The Competition

MetricMicroStrategyPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$79.52B$26.11B$26.94B$9.21B
Dividend YieldN/A1.93%2.78%3.99%
P/E Ratio-58.90102.9941.7919.49
Price / Sales171.3513.062,666.3477.86
Price / Cash114.3594.7436.8638.90
Price / Book4.3612.818.035.08
Net Income$429.12M$425.87M$671.19M$222.54M
7 Day Performance3.73%1.40%1.49%2.66%
1 Month Performance-16.43%7.66%3.44%2.01%
1 Year Performance373.68%28.50%20.03%17.24%

MicroStrategy Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSTR
MicroStrategy
4.6719 of 5 stars
$329.45
-2.5%
$536.90
+63.0%
+382.8%$78.68B$463.46M-58.291,934Positive News
CRM
Salesforce
4.8443 of 5 stars
$325.49
-1.3%
$377.63
+16.0%
+12.3%$311.49B$34.86B53.5372,682Short Interest ↓
Positive News
ADBE
Adobe
4.8022 of 5 stars
$460.16
+0.2%
$573.00
+24.5%
-15.8%$200.31B$21.51B37.1130,709Short Interest ↓
Positive News
INTU
Intuit
4.9832 of 5 stars
$587.38
+0.6%
$726.53
+23.7%
-10.4%$164.42B$16.29B57.0318,800Upcoming Earnings
Short Interest ↓
Positive News
CDNS
Cadence Design Systems
4.1236 of 5 stars
$295.19
-0.3%
$326.08
+10.5%
+1.7%$80.96B$4.09B77.4811,200Short Interest ↓
Positive News
SNPS
Synopsys
4.7482 of 5 stars
$522.53
-1.1%
$641.82
+22.8%
-5.5%$80.77B$6.13B35.9920,000Short Interest ↑
Positive News
WDAY
Workday
4.7596 of 5 stars
$258.05
-0.8%
$292.43
+13.3%
-14.7%$68.64B$7.26B42.7918,800Upcoming Earnings
ADSK
Autodesk
4.6638 of 5 stars
$302.72
-0.3%
$333.77
+10.3%
+17.2%$65.08B$5.50B60.0614,100Short Interest ↓
Positive News
FICO
Fair Isaac
4.6255 of 5 stars
$1,795.33
-0.4%
$2,078.15
+15.8%
+40.0%$43.84B$1.72B82.393,586Short Interest ↑
Positive News
ANSS
ANSYS
3.3573 of 5 stars
$338.93
-0.1%
$346.67
+2.3%
+2.8%$29.64B$2.27B52.306,200Positive News
TYL
Tyler Technologies
4.3472 of 5 stars
$642.39
-0.7%
$667.83
+4.0%
+45.7%$27.49B$1.95B117.227,300Earnings Report
Analyst Revision
Positive News

Related Companies and Tools


This page (NASDAQ:MSTR) was last updated on 2/18/2025 by MarketBeat.com Staff
From Our Partners