CoverageForm 410-K10-Q8-K13D13G13F

MSTR · Microstrategy Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · MSTR

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$124.30M-$128.69M$114.49M$111.07M-$116.07M$111.44M$115.25M-
Cost of Revenue$40.95M-$38.01M$35.75M$33.97M-$34.35M$30.93M$30.02M-
Gross Profit$83.35M-$90.68M$78.74M$77.09M-$81.72M$80.51M$85.23M-
R&D$24.66M-$22.60M$24.07M$24.42M-$33.30M$30.31M$29.18M-
SG&A$37.36M-$38.17M$36.50M$40.55M-$33.51M$36.13M$34.67M-
Total Operating Expenses$14.55B-($3.80B)($13.95B)$6.00B-$514.30M$280.78M$288.93M-
D&A$8.79M---$6.58M---$3.05M-
Operating Income($14.47B)-$3.89B$14.03B($5.92B)-($432.58M)($200.27M)($203.70M)-
Interest Expense----------
Income Tax($1.92B)-$1.09B$3.98B($1.73B)-($138.50M)($112.49M)($160.77M)-
Net Income($12.54B)-$2.79B$10.02B($670.81M)-($340.17M)($102.56M)$89.13M-
EPS - Basic($38.25)-$9.30$36.23($16.49)-($1.72)($0.57)($0.31)-
EPS - Diluted($38.25)-$8.42$32.60($16.49)-($1.72)($0.57)($0.31)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$2.21B$2.30B$54.28M$50.09M$60.30M$38.12M$46.34M$66.92M$81.33M$46.82M
Accounts Receivable$122.26M$205.75M$113.41M$117.87M$104.58M$181.20M$107.17M$112.23M$115.15M$183.81M
Inventory----------
Accounts Payable----------
Current Assets$2.39B$2.56B$213.95M$213.46M$203.61M$252.32M$186.04M$208.27M$241.59M$267.89M
Total Assets$54.27B$61.64B$73.62B$64.77B$43.92B$25.84B$8.34B$7.05B$6.35B$4.76B
Current Liabilities$395.06M$456.49M$324.09M$314.57M$308.69M$355.38M$288.11M$446.06M$309.81M$323.27M
Long-term Debt$8.17B$8.16B$8.17B$8.16B$8.14B$7.19B$4.21B$3.70B$3.56B$2.18B
Total Liabilities$8.63B$10.60B$15.50B$14.40B$10.39B$7.61B$4.57B$4.22B$3.95B$2.60B
Stockholders' Equity$36.65B$44.12B$52.33B$47.48B$32.22B$18.23B$3.77B$2.83B$2.40B$2.16B
Retained Earnings($6.47B)$6.32B$18.95B$16.32B$10.58B($2.17B)($1.50B)($1.15B)($1.05B)($999.23M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$13.99M---($2.39M)---$28.59M-
Investing Cash Flow($7.25B)---($7.67B)---($1.64B)-
Financing Cash Flow$7.15B---$7.69B---$1.65B-
CapEx$952.0K---$2.74M---$1.54M-
Free Cash Flow$13.04M---($5.13M)---$27.04M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin67.1%-70.5%68.8%69.4%-70.4%72.2%74.0%-
Operating margin-11641.5%-3023.4%12256.3%-5331.4%--372.7%-179.7%-176.8%-
EBITDA margin-11634.5%----5325.5%----174.1%-
Net margin-10090.6%-2164.1%8752.7%-604.0%--293.1%-92.0%77.3%-
Free cash flow margin10.5%----4.6%---23.5%-
FCF / Net income-0.00---0.01---0.30-
R&D / Revenue19.8%-17.6%21.0%22.0%-28.7%27.2%25.3%-
SG&A / Revenue30.1%-29.7%31.9%36.5%-28.9%32.4%30.1%-
Effective tax rate--28.1%28.5%------
Return on assets-23.1%-3.8%15.5%-1.5%--4.1%-1.5%1.4%-
Return on equity-34.2%-5.3%21.1%-2.1%--9.0%-3.6%3.7%-
Return on invested capital-25.5%-4.6%18.0%-11.6%--4.3%-2.4%-2.7%-
Liquidity
Current ratio6.055.620.660.680.660.710.650.470.780.83
Quick ratio6.055.620.660.680.660.710.650.470.780.83
Cash ratio5.595.040.170.160.200.110.160.150.260.14
Leverage
Debt / Equity0.220.180.160.170.250.391.121.311.481.01
Debt / Assets0.150.130.110.130.190.280.500.530.560.46
Debt / EBITDA----------
Interest coverage----------
Equity multiplier1.481.401.411.361.361.422.212.492.652.20
Liabilities / Assets0.160.170.210.220.240.290.550.600.620.55
Efficiency
Asset turnover0.00-0.000.000.00-0.010.020.02-
Inventory turnover----------
Days sales outstanding359d-322d376d344d-337d368d365d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--38.3x12.4x------
P / B1.1x-1.9x2.6x2.3x-8.8x0.9x1.2x-
P / S335.3x-789.7x1083.1x665.7x-286.6x22.1x25.4x-
EV / EBITDA----------
Growth
Revenue growth (YoY)11.9%-10.9%2.7%-3.6%--10.3%-7.4%-5.5%-
Revenue CAGR (3y)0.6%-0.9%-2.1%-2.3%--3.2%-3.8%-2.1%-
Revenue CAGR (5y)0.2%-0.2%0.7%-0.1%--0.6%-1.1%-0.0%-
Gross profit growth (YoY)8.1%-11.0%-2.2%-9.5%--20.5%-13.7%-9.3%-
Operating income growth (YoY)-144.4%----2806.9%--1613.4%-649.9%-903.1%-
Net income growth (YoY)-1769.8%------137.2%---
EPS growth (YoY)-132.0%----5236.6%-83.0%---
EPS CAGR (3y)----------
EPS CAGR (5y)---147.6%------
FCF growth (YoY)---------26.7%-
FCF CAGR (5y)-26.9%-------16.3%-
Book value growth (YoY)13.7%142.0%1286.7%1574.8%1242.5%742.0%349.0%246.1%441.5%-

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$477.23M total
Software Business$477.23M · 100.0%

Product / service

$692.56M total
Product Licenses And Subscription Services$215.33M · 31.1%
Product Support$204.22M · 29.5%
Subscription And Circulation$175.66M · 25.4%
Service Other$57.68M · 8.3%
License$39.67M · 5.7%

Geographic

$477.23M total
US$272.22M · 57.0%
EMEA$162.66M · 34.1%
Other Regions$42.35M · 8.9%

Peer comparison

Same SIC group: Finance Services

CompanyRevenue (last FY)Net marginROE
SYF--21.2%
COIN$7.18B17.6%8.5%
LDI$1.19B-5.3%-16.2%
UPST$1.04B5.1%6.7%
AXP$72.23B15.0%32.4%

Comparing MICROSTRATEGY Inc against the 5 most active filers in the same SIC group.