MicroStrategy
ISIN US5949724083
|WKN 722713
Overview
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Description
MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.
Technology Software and Consulting Software United States
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Financials
Key metrics
| Market capitalisation, EUR | 18,918.82 m |
| EPS, EUR | 26.07 |
| P/B ratio | 9.41 |
| P/E ratio | 45.73 |
| Dividend yield | 0.00% |
Income statement (2023)
| Revenue, EUR | 459.03 m |
| Net income, EUR | 396.93 m |
| Profit margin | 86.47% |
What ETF is MicroStrategy in?
There are 27 ETFs which contain MicroStrategy. All of these ETFs are listed in the table below. The ETF with the largest weighting of MicroStrategy is the VanEck Crypto and Blockchain Innovators UCITS ETF.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.31% | Equity United States Small Cap | 1,431 | 0.14% | 30 | +17.13% | A3DQ08 | IE000JNKVS10 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.05% | Equity United States Multi-Factor Strategy | 1,989 | 0.28% | 7 | +15.21% | A2DWAC | IE00BDGV0746 |
| iShares Automation & Robotics UCITS ETF | 1.37% | Equity World Technology Social/Environmental Robotics & Automation | 153 | 0.40% | 155 | +19.14% | A2H5ES | IE00BYWZ0333 |
| L&G Russell 2000 US Small Cap Quality UCITS ETF | 0.33% | Equity United States Small Cap | 1,046 | 0.30% | 82 | +14.55% | A0Q8H2 | IE00B3CNHJ55 |
| iShares Automation & Robotics UCITS ETF | 1.37% | Equity World Technology Social/Environmental Robotics & Automation | 153 | 0.40% | 3,131 | +19.40% | A2ANH0 | IE00BYZK4552 |
| Xtrackers MSCI Fintech Innovation UCITS ETF 1C | 0.63% | Equity World Technology Social/Environmental Fintech | 98 | 0.30% | 7 | +25.01% | DBX0R1 | IE000YDOORK7 |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0.31% | Equity United States Small Cap | 1,431 | 0.14% | 116 | +16.42% | A3DQ09 | IE0001O84583 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.05% | Equity United States Multi-Factor Strategy | 1,989 | 0.25% | 33 | +21.11% | A2DND0 | IE00BDGV0308 |
| iShares MSCI World Small Cap UCITS ETF | 0.21% | Equity World Small Cap | 3,376 | 0.35% | 3,388 | +11.42% | A2DWBY | IE00BF4RFH31 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.03% | Equity North America Social/Environmental | 1,563 | 0.12% | 106 | +27.13% | A3DJRE | IE000O58J820 |
| VanEck Crypto and Blockchain Innovators UCITS ETF | 11.48% | Equity World Technology Blockchain | 20 | 0.65% | 105 | +56.03% | A2QQ8F | IE00BMDKNW35 |
| Invesco CoinShares Global Blockchain UCITS ETF Acc | 8.08% | Equity World Technology Blockchain | 44 | 0.65% | 553 | +40.21% | A2PA3S | IE00BGBN6P67 |
| SPDR Russell 2000 US Small Cap UCITS ETF | 0.49% | Equity United States Small Cap | 1,795 | 0.30% | 2,565 | +13.95% | A1XFN1 | IE00BJ38QD84 |
| Xtrackers MSCI Innovation UCITS ETF 1C | 0.49% | Equity World Social/Environmental Innovation | 196 | 0.30% | 7 | +19.69% | DBX0R4 | IE0006FFX5U1 |
| SPDR MSCI ACWI IMI UCITS ETF | 0.02% | Equity World | 3,518 | 0.17% | 1,265 | +19.12% | A1JJTD | IE00B3YLTY66 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.05% | Equity United States Multi-Factor Strategy | 1,989 | 0.25% | 71 | +21.72% | A2JSD1 | IE00BDGV0415 |
| SPDR MSCI World Small Cap UCITS ETF | 0.19% | Equity World Small Cap | 3,417 | 0.45% | 736 | +11.51% | A1W56P | IE00BCBJG560 |
| Franklin Metaverse UCITS ETF | 2.15% | Equity World Metaverse | 60 | 0.30% | 3 | +35.64% | A3DRF9 | IE000IM4K4K2 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.02% | Equity World Social/Environmental | 5,853 | 0.24% | 266 | +20.76% | A2QL8V | IE00BNG8L385 |
| Xtrackers Russell 2000 UCITS ETF 1C | 0.46% | Equity United States Small Cap | 1,486 | 0.30% | 926 | +14.02% | A1XEJT | IE00BJZ2DD79 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.05% | Equity United States Multi-Factor Strategy | 1,989 | 0.28% | 23 | +13.72% | A2DWAB | IE00BDGV0C91 |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 0.31% | Equity United States Small Cap | 1,639 | 0.43% | 1,453 | +13.21% | A0X8SB | IE00B3VWM098 |
| Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C | 0.16% | Equity World Technology Social/Environmental Artificial Intelligence | 87 | 0.35% | 2,695 | +51.88% | A2N6LC | IE00BGV5VN51 |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.02% | Equity United States Small Cap | 1,752 | 0.30% | 435 | +18.38% | A12HU5 | IE00BSPLC413 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.15% | Equity World Small Cap | 2,005 | 0.35% | 131 | +10.25% | A3C14G | IE000T9EOCL3 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0.03% | Equity North America Social/Environmental | 1,563 | 0.12% | 16 | +27.09% | A3DJRF | IE000L2ZNB07 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity World Social/Environmental | 5,853 | 0.24% | 317 | +20.68% | A2QL8U | IE00BNG8L278 |
Savings plan offers
Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
Performance
Returns overview
| YTD | +88.09% |
| 1 month | -18.08% |
| 3 months | +153.88% |
| 6 months | +264.77% |
| 1 year | +280.01% |
| 3 years | +94.36% |
| 5 years | - |
| Since inception (MAX) | +153.79% |
| 2023 | +377.94% |
| 2022 | -74.57% |
| 2021 | - |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 84.39% |
| Volatility 3 years | 88.05% |
| Volatility 5 years | - |
| Return per risk 1 year | 3.30 |
| Return per risk 3 years | 0.28 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -36.97% |
| Maximum drawdown 3 years | -83.02% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -88.07% |
Rolling 1 year volatility
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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.