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QQQ   444.02 (-0.36%)
AAPL   175.10 (-2.54%)
MSFT   414.92 (-0.14%)
META   498.19 (-0.82%)
GOOGL   133.35 (-2.76%)
AMZN   177.58 (-0.36%)
TSLA   188.14 (-7.16%)
NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)
QQQ   444.02 (-0.36%)
AAPL   175.10 (-2.54%)
MSFT   414.92 (-0.14%)
META   498.19 (-0.82%)
GOOGL   133.35 (-2.76%)
AMZN   177.58 (-0.36%)
TSLA   188.14 (-7.16%)
NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)
QQQ   444.02 (-0.36%)
AAPL   175.10 (-2.54%)
MSFT   414.92 (-0.14%)
META   498.19 (-0.82%)
GOOGL   133.35 (-2.76%)
AMZN   177.58 (-0.36%)
TSLA   188.14 (-7.16%)
NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)

MicroStrategy (MSTR) Competitors

$1,334.01
+254.62 (+23.59%)
(As of 03/4/2024 ET)

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

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

MicroStrategy vs.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MicroStrategy$496.26M45.84$429.12M$28.1847.57
Manhattan Associates$928.72M16.92$176.57M$2.8290.51

MicroStrategy currently has a consensus target price of $684.20, suggesting a potential downside of 47.81%. Manhattan Associates has a consensus target price of $226.50, suggesting a potential downside of 11.21%. Given Manhattan Associates' higher probable upside, analysts clearly believe Manhattan Associates is more favorable than MicroStrategy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MicroStrategy
0 Sell rating(s)
0 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
3.00
Manhattan Associates
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75

In the previous week, MicroStrategy had 55 more articles in the media than Manhattan Associates. MarketBeat recorded 66 mentions for MicroStrategy and 11 mentions for Manhattan Associates. Manhattan Associates' average media sentiment score of 1.15 beat MicroStrategy's score of 0.29 indicating that Manhattan Associates is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MicroStrategy
20 Very Positive mention(s)
10 Positive mention(s)
28 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Manhattan Associates
7 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Manhattan Associates received 112 more outperform votes than MicroStrategy when rated by MarketBeat users. Likewise, 63.28% of users gave Manhattan Associates an outperform vote while only 61.89% of users gave MicroStrategy an outperform vote.

CompanyUnderperformOutperform
MicroStrategyOutperform Votes
393
61.89%
Underperform Votes
242
38.11%
Manhattan AssociatesOutperform Votes
505
63.28%
Underperform Votes
293
36.72%

MicroStrategy has a beta of 2.82, suggesting that its share price is 182% more volatile than the S&P 500. Comparatively, Manhattan Associates has a beta of 1.44, suggesting that its share price is 44% more volatile than the S&P 500.

MicroStrategy has a net margin of 86.47% compared to Manhattan Associates' net margin of 19.01%. Manhattan Associates' return on equity of 84.08% beat MicroStrategy's return on equity.

Company Net Margins Return on Equity Return on Assets
MicroStrategy86.47% 42.81% 12.58%
Manhattan Associates 19.01%84.08%30.65%

49.4% of MicroStrategy shares are owned by institutional investors. Comparatively, 97.9% of Manhattan Associates shares are owned by institutional investors. 22.6% of MicroStrategy shares are owned by insiders. Comparatively, 0.9% of Manhattan Associates 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.

Summary

MicroStrategy and Manhattan Associates tied by winning 9 of the 18 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 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$22.75B$22.97B$19.43B$7.57B
Dividend YieldN/A1.88%2.72%3.87%
P/E Ratio47.57111.02238.2816.35
Price / Sales45.848.53539.7379.94
Price / Cash37.9271.5528.5528.74
Price / Book10.4411.397.234.51
Net Income$429.12M$354.66M$633.69M$212.03M
7 Day Performance68.30%2.08%1.26%2.37%
1 Month Performance168.04%8.27%4.39%6.60%
1 Year Performance442.89%10.25%14.72%8.22%

MicroStrategy Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MANH
Manhattan Associates
4.2286 of 5 stars
$250.47
+0.2%
$226.50
-9.6%
+74.5%$15.42B$928.72M88.824,580Positive News
SSNC
SS&C Technologies
4.7804 of 5 stars
$64.00
-0.3%
$69.30
+8.3%
+7.8%$15.84B$5.50B26.8927,600Positive News
TYL
Tyler Technologies
4.6201 of 5 stars
$436.39
-1.1%
$457.86
+4.9%
+33.5%$18.45B$1.95B112.187,300
GWRE
Guidewire Software
2.9399 of 5 stars
$120.69
-0.3%
$104.73
-13.2%
+59.5%$9.89B$905.34M-141.993,415Upcoming Earnings
Short Interest ↑
INFA
Informatica
3.3242 of 5 stars
$32.78
+1.6%
$31.63
-3.5%
+90.9%$9.54B$1.60B-71.265,000Short Interest ↓
Positive News
SPLK
Splunk
4.2283 of 5 stars
$155.60
+0.0%
$135.31
-13.0%
+55.0%$26.22B$3.65B370.488,000Analyst Report
INST
Instructure
3.0209 of 5 stars
$22.85
-0.3%
$30.86
+35.0%
-9.8%$3.32B$530.21M-95.211,496
PRGS
Progress Software
4.37 of 5 stars
$53.13
-5.2%
$64.80
+22.0%
-9.4%$2.33B$694.44M34.062,284Gap Down
High Trading Volume
SPNS
Sapiens International
3.161 of 5 stars
$30.18
-2.6%
$34.33
+13.8%
+49.9%$1.66B$514.58M26.954,754Positive News
ANSS
ANSYS
3.6046 of 5 stars
$335.77
-0.2%
$322.75
-3.9%
+9.4%$29.22B$2.27B58.606,200Short Interest ↑
Positive News

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This page (NASDAQ:MSTR) was last updated on 3/4/2024 by MarketBeat.com Staff