Last Price$250.9(1.8%)
Market Cap$58.3B
LTM Rule of 40 (EBIT margin)
(326.2%)
5Y avg
(45.6%)
Software - Application industry
median
3.8%
Stock quality & Intrinsic value
6/10
(0.9%) overvalued
MicroStrategy Incorporated Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 51.1% | 48.6% | 36.9% | 21.6% | 27.7% | 31.5% | 26.3% | 10.8% | 0.2% | 1.6% | 16.7% | 17.7% | 13.2% | (0.6%) | (2.5%) | 25.4% | 177.9% | (1.0%) | (23.8%) | (406.4%) |
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MicroStrategy Incorporated (MSTR) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
MicroStrategy IncorporatedMSTR
(326.2%)
(6.6%)
N/A
(251.7%)
Median Peer Set
35.4%
16.7%
46.2%
19.3%
Coinbase Global, Inc.COIN
137.5%
111.2%
2,507.5%
39.3%
AppLovin CorporationAPP
83.3%
16.5%
N/A
10.9%
Cadence Design Systems, Inc.CDNS
42.7%
13.5%
0.8%
22.7%
Shopify Inc.SHOP
37.9%
25.8%
1,470.0%
22.7%
Intuit Inc.INTU
36.0%
13.3%
24.8%
18.2%
ServiceNow, Inc.NOW
34.9%
22.4%
(18.4%)
13.0%
Salesforce, Inc.CRM
27.7%
11.2%
1,923.8%
11.9%
SAP SESAP
26.7%
3.7%
67.5%
19.7%
Uber Technologies, Inc.UBER
24.7%
18.0%
423.3%
22.4%
Workday, Inc.WDAY
21.3%
16.8%
N/A
19.0%
MSTR key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 268.7 16.2% | 313.8 16.8% | 350.7 11.7% | 360.4 2.8% | 377.8 4.8% | 454.6 20.3% | 562.2 23.7% | 594.6 5.8% | 575.9 (3.1%) | 579.8 0.7% | 529.9 (8.6%) | 512.2 (3.3%) | 504.5 (1.5%) | 497.6 (1.4%) | 486.3 (2.3%) | 480.7 (1.1%) | 510.8 6.2% | 499.3 (2.3%) | 496.3 (0.6%) | 463.5 (6.6%) |
| Cost of Goods Sold (COGS) | 36.5 | 44.4 | 60.5 | 63.4 | 66.6 | 106.1 | 142.0 | 152.8 | 138.6 | 135.2 | 101.1 | 93.1 | 96.6 | 99.5 | 100.0 | 91.1 | 91.9 | 103.0 | 109.9 | 129.5 |
% margin | 232.2 86.4% | 269.4 85.9% | 290.2 82.7% | 297.0 82.4% | 311.2 82.4% | 348.5 76.7% | 420.1 74.7% | 441.8 74.3% | 437.3 75.9% | 444.6 76.7% | 428.8 80.9% | 419.0 81.8% | 407.9 80.8% | 398.1 80.0% | 386.4 79.4% | 389.7 81.1% | 418.9 82.0% | 396.3 79.4% | 386.3 77.8% | 334.0 72.1% |
| Operating Expenses | 138.3 | 169.6 | 202.0 | 229.2 | 224.9 | 297.9 | 405.1 | 411.7 | 417.9 | 424.8 | 294.5 | 311.3 | 333.5 | 394.2 | 387.4 | 332.6 | 372.8 | 385.7 | 501.4 | 2,187.0 |
| Research & Development Expenses (R&D) | 31.5 | 34.1 | 36.7 | 30.6 | 41.8 | 50.6 | 72.6 | 94.6 | 98.1 | 103.4 | 65.2 | 73.1 | 78.8 | 102.5 | 109.4 | 103.6 | 117.1 | 127.4 | 120.5 | 118.5 |
| Selling, General & Administrative Expenses (SG&A) | 106.8 | 135.4 | 165.2 | 198.6 | 183.1 | 247.3 | 332.5 | 317.1 | 319.8 | 321.4 | 229.3 | 238.2 | 254.8 | 291.7 | 277.9 | 229.0 | 255.6 | 258.3 | 265.0 | 278.6 |
% margin | 93.9 34.9% | 99.8 31.8% | 88.2 25.2% | 67.8 18.8% | 86.3 22.8% | 50.6 11.1% | 15.0 2.7% | 30.2 5.1% | 19.4 3.4% | 5.1 0.9% | 134.0 25.3% | 107.6 21.0% | 74.4 14.7% | 4.0 0.8% | (1.0) (0.2%) | 127.8 26.6% | 876.7 171.6% | 6.1 1.2% | (115.0) (23.2%) | (1,853.0) (399.8%) |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.2 | 0.1 | 0.5 | 0.2 | 0.3 | 2.2 | 5.2 | 11.9 | 10.9 | 0.7 | 29.1 | 53.1 | 0.0 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 29.1 | 53.1 | 49.0 | 61.9 |
| Pre-tax Income | 98.2 | 101.4 | 91.2 | 70.8 | 85.8 | 55.0 | 19.3 | 29.2 | 16.8 | 11.1 | 137.9 | 113.0 | 72.6 | 20.5 | 38.3 | (20.0) | (811.4) | (1,322.5) | (124.5) | (1,934.3) |
% effective tax rate | 33.4 34.1% | 30.5 30.1% | 32.7 35.9% | 29.0 41.0% | 25.3 29.5% | 11.2 20.3% | 1.4 7.0% | 8.7 29.7% | (9.8) (58.5%) | 6.0 54.4% | 31.9 23.2% | 22.1 19.6% | 55.0 75.7% | (2.0) (9.9%) | 3.9 10.2% | (12.4) 62.3% | (275.9) 34.0% | 147.3 (11.1%) | (553.6) 444.6% | (767.7) 39.7% |
% margin | 64.7 24.1% | 70.9 22.6% | 58.5 16.7% | 41.8 11.6% | 74.8 19.8% | 43.8 9.6% | 17.9 3.2% | 20.5 3.5% | 83.3 14.5% | 5.0 0.9% | 105.9 20.0% | 90.9 17.7% | 17.6 3.5% | 22.5 4.5% | 34.4 7.1% | (7.5) (1.6%) | (535.5) (104.8%) | (1,469.8) (294.4%) | 429.1 86.5% | (1,166.7) (251.7%) |
| EPS | 0.44 | 0.55 | 0.47 | 0.35 | 0.63 | 0.39 | 0.17 | 0.19 | 0.74 | 0.05 | 0.93 | 0.81 | 0.16 | 0.20 | 0.34 | (0.08) | (5.34) | (12.98) | 3.20 | (6.06) |
| Diluted EPS | 0.42 | 0.52 | 0.46 | 0.34 | 0.61 | 0.37 | 0.16 | 0.18 | 0.74 | 0.04 | 0.92 | 0.80 | 0.16 | 0.20 | 0.33 | (0.08) | (5.34) | (12.98) | 2.64 | (6.06) |
% margin | 102.4 38.1% | 107.4 34.2% | 95.8 27.3% | 74.2 20.6% | 96.9 25.7% | 63.4 13.9% | 37.8 6.7% | 54.7 9.2% | 43.3 7.5% | 39.9 6.9% | 148.3 28.0% | 122.1 23.8% | 88.9 17.6% | 4.0 0.8% | 7.6 1.6% | 6.5 1.4% | (770.9) (150.9%) | (1,258.5) (252.1%) | (44.3) (8.9%) | (1,854.6) (400.2%) |
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FAQ
1) What is MicroStrategy Incorporated's Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is (326.2%), based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for MicroStrategy Incorporated have been (61.0%) over the past three years, and (47.9%) over the past five years.
2) Is MicroStrategy Incorporated's Rule of 40 (EBIT margin) Good?
As of today, MicroStrategy Incorporated's Rule of 40 (EBIT margin) is (326.2%), which is lower than industry median of 3.8%. It indicates that MicroStrategy Incorporated's Rule of 40 (EBIT margin) is Bad.