MicroStrategy, Inc. (NASDAQ:MSTR)

CAPS Rating: 2 out of 5

The Company is a provider of business intelligence software that enables companies to report, analyze and monitor the data stored across their enterprise to reveal the trends and insights needed to make better business decisions.

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Member Avatar thebraining (< 20) Submitted: 11/8/2011 10:10:53 AM : Outperform Start Price: $118.08 MSTR Score: -27.25

BI is growing up.
Microst. is near to Facebook

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Member Avatar 82882 (62.08) Submitted: 3/12/2010 5:49:39 PM : Outperform Start Price: $87.12 MSTR Score: +2.68

A needed rescource in these tough economic times.

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Member Avatar JFrazer1 (44.32) Submitted: 8/12/2008 4:48:31 AM : Outperform Start Price: $64.99 MSTR Score: +76.49

We are moving in to the data age. This is will corporations will go to take advantage.

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Member Avatar ongkaili (49.40) Submitted: 7/23/2008 1:18:15 PM : Underperform Start Price: $63.41 MSTR Score: -79.61

corporate budget shrinking

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Member Avatar muffins2go (< 20) Submitted: 6/27/2008 11:58:04 AM : Outperform Start Price: $69.13 MSTR Score: +60.01

This is a good company. It's no longer a growth stock and won't soar up at exponential rates, but it does have a stable customer base. In the US, it has a good market share in the BI business. It's main competitors Cognos was bought by IBM last year. Any bets MSTR will be bought out soon? The CEO Mike Saylor, is a weird guy and has insisted on staying independent.

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Member Avatar jroack (33.24) Submitted: 6/23/2008 3:59:55 AM : Outperform Start Price: $73.66 MSTR Score: +51.27

Close enough to its August low. Jumping back in.

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Member Avatar BrentAlmighty (52.20) Submitted: 6/1/2008 12:06:47 PM : Outperform Start Price: $79.20 MSTR Score: +44.72

Things look good for a long term growth

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Member Avatar pastorbobbyd (87.63) Submitted: 5/19/2008 5:41:49 PM : Outperform Start Price: $76.97 MSTR Score: +53.01

This stock has been a strong gainer for years now. It is a well run company and an asset to any portfolio.

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Member Avatar Jomareg (< 20) Submitted: 4/29/2008 10:36:35 AM : Outperform Start Price: $89.30 MSTR Score: +22.22

terrific product cheap valuation, contuinues to win contracts.

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Member Avatar IMakeItRain (92.11) Submitted: 3/13/2008 10:52:05 PM : Outperform Start Price: $70.35 MSTR Score: +60.17

BUSINESS SOFTWARE AND SERVICES

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Member Avatar AtlzBest26 (78.57) Submitted: 1/10/2008 3:15:30 PM : Outperform Start Price: $76.95 MSTR Score: +52.25

Last of the Mohicans, stable top management

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Member Avatar bazilyb (89.59) Submitted: 1/8/2008 12:12:23 PM : Outperform Start Price: $80.99 MSTR Score: +41.36

This is the only major BI (business intelligence) player that's still independent. IBM bought Cognos, Oracle bought Hyperion, SAP bought Business Objects - it's only a matter of time before Microsoft, Accenture, Experian, or even Google get in the game. Stock is also at a 2 year low.

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Member Avatar lareineivre (89.73) Submitted: 12/30/2007 2:48:23 AM : Outperform Start Price: $94.54 MSTR Score: +20.34

Favorable risk / reward profile. Comparative analysis:
http://f1.grp.yahoofs.com/v1/8EF3R8IApDlbI1SUEwj9ACPoO-N506V3BymU7tTVdt21_4PxNLCn-oJ6KY_K8iQ5Z-yn652fM-b9S1MpHcVrFg/VOps/VOps%2007.11.30.xls

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Member Avatar vaast (< 20) Submitted: 11/5/2007 2:16:47 PM : Outperform Start Price: $99.51 MSTR Score: +13.61

With a gross margin of 80% and an operating margin of 25% for the first nine months in 2007, microstrategy is one healthy company. The great results of the latest quarter offset the lesser previous two and keep the company on track of its profitable growth path. The extra manpower in the sales department will have its full effect in the traditional best 4th quarter.

What sets this company apart from its peers is its comparably low p/e ratio of 20. This might be due to the attitude of the company towards the "analysts", not providing any forecasts and its overall low-key profile.

The thing i like most about this company (ironic in view of its history) is its wysiwyg book keeping. Without "employee" option plans since 2004Q4 this company is NOT eating away investor's future revenues off balance like in most tech companies. The share buyback programs DO eliminate stock outstanding and are not intended for covering up dilution. This is what makes it truly a value investment from the investor's point of view.

Downside is the inherent risk of a company with one man calling the shots. But I think Mr. Saylor wants to prove some people judged too quickly. And let's face it, he's halfway there.

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Member Avatar Ludraman1 (< 20) Submitted: 10/16/2007 3:11:45 PM : Outperform Start Price: $84.65 MSTR Score: +44.13

BI is hot post SAP acquisition of Bus Objects; MSTR has some nice cusomters - a lot in retail space and web based businesses.

The other BI vendors will be distracted for the next year with acquisition issues (e.g. Hyperion acquired by Oracle and Business Objects acquired by SAP).

It has a good return on equity; just upgraded by S&P to Strong Buy.

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Member Avatar ITLT8KAMRCLE (36.34) Submitted: 9/20/2007 3:21:50 PM : Outperform Start Price: $71.57 MSTR Score: +75.11

Takeover candidate in the $70 range with the best platform according to many technical reviews. At 14 times earnings this stockis cheap!

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Member Avatar CTrading (< 20) Submitted: 8/16/2007 2:35:29 PM : Outperform Start Price: $68.86 MSTR Score: +70.94

MFI CAP 88 TOP 50

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Member Avatar murleygraves (34.90) Submitted: 4/12/2007 8:52:10 AM : Outperform Start Price: $119.33 MSTR Score: -18.09

Impressive ROE, operating margins, FCF, share repurchases. It may not be cheap at the moment, but it looks it is still growing at a reasonable price. I wish I had a better understanding of this business. With their outstanding growth and returns, it all comes to knowing whether or not they have a "moat".

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Member Avatar BLUSTATER (< 20) Submitted: 3/19/2007 5:39:33 PM : Outperform Start Price: $123.49 MSTR Score: -26.12

Oracle and Microsoft's purchases of competitors clearly show the untapped potential of this industry segment. Oracle will, as always, fail in the application space, which will be a boon to MicroStrategy no longer having to compete against Hyperion. Business Objects doesn't seem to be picking up momentum on the high end of the BI space -- only at the low end with their Crystal Reports products. That will be a problem for BO, since all of the database vendors will offer something similar to Crystal -- and OTHER THAN Crystal -- as a standard component of the database itself.

As the BI tool of choice at almost every big data company, including Google, Yahoo, and eBay, MicroStrategy will have strong growth for the next two years, during which time they will sell themselves to the newly independent Teradata.

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Member Avatar obiwankenobe1250 (93.93) Submitted: 2/27/2007 9:08:11 PM : Outperform Start Price: $126.14 MSTR Score: -28.94

If it's good enough for Roth Capital ... There is a fair number of institutionals that like MicroStrategy, too.

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