(MSTR) MicroStrategy - Performance 271.1% in 12m
Compare MSTR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.21%
#2 in Group
Rel. Strength
99.21%
#64 in Universe
Total Return 12m
271.11%
#7 in Group
Total Return 5y
3118.89%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward 3.98
3th Percentile in Group
PEG 3.09
84th Percentile in Group
FCF Yield -0.05%
20th Percentile in Group
12m Total Return: MSTR (271.1%) vs XLK (10.4%)
5y Drawdown (Underwater) Chart
Top Performers in Application Software
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CSU TO Constellation Software |
8.32% | 38% | 271% | 97.1 | 35 | 1.21 | 54.1% | 19.5% |
| FICO NYSE Fair Isaac |
7.13% | 75.5% | 479% | 88.9 | 66.7 | 1.88 | 93.4% | 22.7% |
| SAP XETRA SAP SE |
2.06% | 53.4% | 161% | 92.3 | 38.8 | 1.78 | 20.4% | 3.89% |
| SAP NYSE SAP SE |
6.88% | 62.5% | 169% | 90.9 | 38.8 | 1.78 | 20.9% | 3.89% |
| PTC NASDAQ PTC |
0.09% | -10.6% | 133% | 47.1 | 27.6 | 1.7 | 40.7% | 3209% |
| INTU NASDAQ Intuit |
1.71% | 1.96% | 140% | 57.9 | 28.9 | 1.88 | 52.5% | 24.8% |
| DBX NASDAQ Dropbox |
6.11% | 22.8% | 45.1% | 19.4 | 10.7 | 0.91 | 55.9% | 18.1% |
| CRM NYSE Salesforce.com |
-0.17% | 0.82% | 68% | 42.2 | 24 | 1.2 | 95.6% | 25.1% |
Performance Comparison: MSTR vs XLK vs S&P 500
XLK (Technology Sector SPDR ETF) is the Sector Benchmark for MSTR
| Total Return (including Dividends) | MSTR | XLK | S&P 500 |
|---|---|---|---|
| 1 Month | 24.70% | 2.43% | -0.45% |
| 3 Months | 9.94% | -6.27% | -6.29% |
| 12 Months | 271.11% | 10.44% | 13.04% |
| 5 Years | 3118.89% | 146.62% | 111.82% |
| Trend Score (consistency of price movement) | MSTR | XLK | S&P 500 |
| 1 Month | 90.1% | 52.7% | 47.5% |
| 3 Months | 11.3% | -84.8% | -87.3% |
| 12 Months | 75.8% | 13.3% | 54.3% |
| 5 Years | 60.7% | 86.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLK | vs. S&P 500 |
| 1 Month | #17 | 21.7% | 25.3% |
| 3 Month | #21 | 17.3% | 17.3% |
| 12 Month | #6 | 236% | 228% |
| 5 Years | #3 | 1,205% | 1,420% |
FAQs
Does MSTR MicroStrategy outperforms the market?
Yes,
over the last 12 months MSTR made 271.11%, while its related Sector, the Technology Sector SPDR (XLK) made 10.44%.
Over the last 3 months MSTR made 9.94%, while XLK made -6.27%.
Over the last 3 months MSTR made 9.94%, while XLK made -6.27%.
Performance Comparison MSTR vs Indeces and Sectors
MSTR vs. Indices MSTR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.77% | 25.2% | 67.7% | 258% |
| US NASDAQ 100 | QQQ | 5.85% | 22.8% | 67.0% | 256% |
| US Dow Jones Industrial 30 | DIA | 7.31% | 27.6% | 68.5% | 262% |
| German DAX 40 | DAX | 7.13% | 24.9% | 49.6% | 246% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 10.4% | 27.9% | 71.4% | 266% |
| Hongkong Hang Seng | HSI | 7.17% | 26.2% | 67.2% | 258% |
| India NIFTY 50 | INDA | 9.29% | 19.8% | 67.8% | 268% |
| Brasil Bovespa | EWZ | 8.40% | 21.9% | 62.0% | 278% |
MSTR vs. Sectors MSTR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.62% | 25.3% | 61.7% | 248% |
| Consumer Discretionary | XLY | 6.74% | 25.3% | 66.5% | 256% |
| Consumer Staples | XLP | 8.83% | 25.5% | 63.6% | 260% |
| Energy | XLE | 11.0% | 38.7% | 72.8% | 280% |
| Financial | XLF | 7.88% | 26.7% | 60.8% | 248% |
| Health Care | XLV | 9.47% | 29.4% | 72.9% | 272% |
| Industrial | XLI | 6.45% | 24.4% | 66.7% | 260% |
| Materials | XLB | 8.58% | 27.9% | 75.5% | 276% |
| Real Estate | XLRE | 6.88% | 25.8% | 67.5% | 253% |
| Technology | XLK | 5.21% | 22.3% | 70.7% | 261% |
| Utilities | XLU | 8.05% | 24.6% | 63.3% | 250% |
| Aerospace & Defense | XAR | 5.74% | 17.7% | 53.8% | 244% |
| Biotech | XBI | 6.93% | 19.2% | 83.0% | 277% |
| Homebuilder | XHB | 8.04% | 26.8% | 82.7% | 277% |
| Retail | XRT | 8.01% | 25.9% | 73.7% | 273% |