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 itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$477.23M$463.46M$496.26M$499.26M$510.76M$480.74M
Cost of Revenue$149.42M$129.47M$109.94M$102.99M$91.91M$91.06M
Gross Profit$327.82M$333.99M$386.32M$396.27M$418.85M$389.68M
R&D$93.86M$118.49M$120.53M$127.43M$117.12M$103.56M
SG&A$151.91M$140.54M$115.31M$111.42M$95.50M$80.14M
Total Operating Expenses$5.77B$2.19B$501.36M$1.67B$1.20B$403.31M
D&A$25.52M$17.81M$14.53M$10.87M$11.36M$13.33M
Operating Income($5.44B)($1.85B)($115.05M)($1.28B)($784.53M)($13.63M)
Interest Expense------
Income Tax($1.68B)($767.68M)($553.65M)$147.33M($275.91M)($12.43M)
Net Income($3.85B)($1.17B)$429.12M($1.47B)($535.48M)($7.52M)
EPS - Basic($15.23)($6.06)$3.14($12.98)($5.34)($0.08)
EPS - Diluted($15.23)($6.06)$2.64($12.98)($5.34)($0.08)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$2.30B$38.12M$46.82M$43.84M$63.36M$59.67M
Accounts Receivable$205.75M$181.20M$183.81M$189.28M$189.28M$197.46M
Inventory------
Accounts Payable------
Current Assets$2.56B$252.32M$267.89M$264.57M$267.96M$272.62M
Total Assets$61.64B$25.84B$4.76B$2.41B$3.56B$1.47B
Current Liabilities$456.49M$355.38M$323.27M$317.40M$311.99M$285.62M
Long-term Debt$8.16B$7.19B$2.18B$2.38B$2.16B-
Total Liabilities$10.60B$7.61B$2.60B$2.79B$2.58B$912.57M
Stockholders' Equity$44.12B$18.23B$2.16B($383.12M)$978.96M$553.04M
Retained Earnings$6.32B($2.17B)($999.23M)($1.43B)$41.44M$575.97M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow($67.24M)($53.03M)$12.71M$3.21M$93.83M$53.62M
Investing Cash Flow($22.51B)($22.09B)($1.91B)($278.59M)($2.63B)($1.02B)
Financing Cash Flow$24.84B$22.13B$1.89B$265.19M$2.54B$563.23M
CapEx$8.21M$2.98M$2.94M$2.49M$2.71M$3.65M
Free Cash Flow($75.45M)($56.01M)$9.77M$725.0K$91.13M$49.97M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin68.7%72.1%77.8%79.4%82.0%81.1%
Operating margin-1140.8%-399.8%-23.2%-255.5%-153.6%-2.8%
EBITDA margin-1135.5%-396.0%-20.3%-253.3%-151.4%-0.1%
Net margin-806.3%-251.7%86.5%-294.4%-104.8%-1.6%
Free cash flow margin-15.8%-12.1%2.0%0.1%17.8%10.4%
FCF / Net income0.020.050.02-0.00-0.17-6.64
R&D / Revenue19.7%25.6%24.3%25.5%22.9%21.5%
SG&A / Revenue31.8%30.3%23.2%22.3%18.7%16.7%
Effective tax rate------
Return on assets-6.2%-4.5%9.0%-61.0%-15.1%-0.5%
Return on equity-8.7%-6.4%19.8%383.6%-54.7%-1.4%
Return on invested capital-8.2%-5.8%-2.1%-50.5%-19.8%-
Liquidity
Current ratio5.620.710.830.830.860.95
Quick ratio5.620.710.830.830.860.95
Cash ratio5.040.110.140.140.200.21
Leverage
Debt / Equity0.180.391.01-6.212.20-
Debt / Assets0.130.280.460.990.61-
Debt / EBITDA------
Interest coverage------
Equity multiplier1.401.422.20-6.293.632.65
Liabilities / Assets0.170.290.551.160.720.62
Efficiency
Asset turnover0.010.020.100.210.140.33
Inventory turnover------
Days sales outstanding157d143d135d138d135d150d
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E--23.9x---
P / B1.0x3.1x0.5x-0.6x0.7x
P / S88.4x120.3x2.1x0.3x1.1x0.8x
EV / EBITDA------
Growth
Revenue growth (YoY)3.0%-6.6%-0.6%-2.3%6.2%-1.1%
Revenue CAGR (3y)-1.5%-3.2%1.1%0.9%-0.2%-1.6%
Revenue CAGR (5y)-0.1%-1.0%-0.7%-0.2%-0.1%-1.9%
Gross profit growth (YoY)-1.8%-13.5%-2.5%-5.4%7.5%0.9%
Operating income growth (YoY)-193.8%-1510.6%91.0%-62.6%-5658.0%-1259.8%
Net income growth (YoY)-229.8%---174.5%-7017.0%-
EPS growth (YoY)-151.3%---142.9%-6751.3%-
EPS CAGR (3y)------
EPS CAGR (5y)--6.0%---
FCF growth (YoY)-34.7%-1248.1%-99.2%82.4%-1.4%
FCF CAGR (5y)---37.7%-60.4%-3.4%-19.3%
Book value growth (YoY)142.0%742.0%--77.0%8.7%

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%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

1.59
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

2/9
Weak
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

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.