MSTR
Technology · Software - Application
Performance
MSTR (MSTR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
MSTR (MSTR) operates in the Software - Application space within the Technology sector. With a market cap of $44.5B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Revenue growth of 12% YoY shows solid business momentum
- Current ratio of 6.1× — ample short-term liquidity
- Price is near its 52-week low — potential entry point with asymmetric upside
- Thin profit margin of 0.0% — little buffer against cost increases
- Negative ROE of -30.8% — shareholder equity is being eroded
- High debt-to-equity of 18.09× increases financial risk, especially with elevated interest rates
- No dividend history — total return depends entirely on price appreciation
- High beta of 3.47 — this stock is significantly more volatile than the broader market
Verdict
Avoid
Significant fundamental concerns outweigh positives. High risk at current levels.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
This stock does not pay dividends.
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$-36.99
P/E (TTM)
—
Fwd P/E
28.2
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $125.85
Graham Number
√(22.5 × EPS × Book Value)
N/A
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
N/A
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
4/10
57% score
Pays dividends
No dividend history found
Dividend consistency (5Y+)
Uninterrupted dividend payments for at least 5 years
ROE above 10%
-30.8%Return on equity — measures how efficiently capital is used
Positive profit margin
0.0%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+11.9%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
18.09×Low financial leverage reduces risk of distress
Current ratio above 1
6.05×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$2.3B/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
Stock must distribute income to shareholders
Related Assets
Technology
About MSTR
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
Sector
Technology
Industry
Software - Application
Location
Tysons Corner, United States
Employees
1,511