Intrinsic Value Overview
Strategy Inc (MSTR)
Strategy Inc (MSTR) intrinsic value summary: current price $129.50, fair value $1,192.92, +821% implied move via DCF and relative valuation.
Method Breakdown
Base blend: 60% DCF + 40% RelativeCompany Quality
Below average — notable weaknesses in key areas
Wall St Estimates
Shareholder Returns
Total Return vs S&P 500
Fundamental Analysis
Profitability & Financial HealthProfitability
Returns & MarginsSolvency
Financial HealthGrowth & Margins
Quarterly Trends · 5-Year Window · Hover for detailPiotroski F-Score
Fundamental QualityMonte Carlo Distribution & Risk
10,000 SimulationsModel Observation History
Quantitative Track RecordMonthly model snapshots showing quantitative assessments. High Conviction = model detected notable undervaluation vs peers. Return columns show actual price changes following each observation date for reference purposes only.
| Date | Assessment | Score | Price | 30d | 90d |
|---|---|---|---|---|---|
| Feb 28, 26Latest | Moderate | 0.62 | $129.50 | — | — |
| Feb 21, 26 | Moderate | 0.61 | $131.05 | — | — |
| Feb 14, 26 | Moderate | 0.61 | $133.88 | — | — |
| Feb 11, 26 | Moderate | 0.62 | $133.00 | — | — |
| Jan 11, 26 | Moderate | 0.67 | $157.33 | -12.0% | — |
Earnings Surprise History
Last 12 Quarters| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q1'26Latest | $-0.08 | $-42.93 | -53562.5% | ||
| Q4'25 | $-0.10 | $8.42 | +8354.9% | ||
| Q3'25 | $-0.10 | $32.60 | +33253.7% | ||
| Q2'25 | $-2.44 | $-16.49 | -575.8% | ||
| Q1'25 | $-0.13 | $-3.20 | -2361.5% | ||
| Q4'24 | $-0.12 | $-1.56 | -1168.3% | ||
| Q3'24 | $-0.09 | $-0.76 | -720.1% | ||
| Q2'24 | $-0.55 | $-0.83 | -52.3% |
Peer Valuation Comparison
Software - Application CohortAnnual Returns vs SPY
Total Return (Price + Dividends)| Year | Stock Return | SPY Return | Alpha |
|---|---|---|---|
| 2026YTD | -17.6% | +0.4% | -18.0% |
| 2025 | -49.4% | +16.6% | -66.0% |
| 2024 | +322.7% | +24.0% | +298.7% |
| 2023Best | +335.6% | +24.8% | +310.8% |
| 2022Worst | -74.6% | -19.9% | -54.7% |
| 2021 | +28.1% | +28.8% | -0.7% |
| 2020 | +169.2% | +15.1% | +154.1% |
| 2019 | +10.9% | +28.7% | -17.8% |
Frequently Asked Questions
ValuationIs MSTR a good stock to buy right now?
Based on our multi-model analysis of Strategy Inc (MSTR) at $129.50: Relative valuation verdict: Significantly Undervalued vs industry peers. Fundamental quality score: 42/100 (below average). Wall Street consensus: Buy from 29 analysts. This is a quantitative summary combining DCF intrinsic value, peer-based relative valuation, quality scoring, and analyst consensus — not a buy/sell recommendation. Always consult a qualified financial advisor before investing.
ValuationWhat is Strategy Inc's fair value?
Strategy Inc has multiple fair value estimates from different frameworks: Relative fair value: $1192.92 (Significantly Undervalued, +821.2% vs current price). Analyst consensus target: $364.13 (+181.2% upside, 29 analysts). We recommend comparing all three lenses — when DCF, relative, and analyst targets converge, the signal is stronger. When they diverge, investigate what assumptions differ.
QualityIs MSTR financially healthy?
Strategy Inc's financial health as measured by our composite scoring: Overall quality score: 42/100. Piotroski F-Score: 2/9 (weak fundamentals). Altman Z-Score: -0.5 (distress zone — elevated risk). Return on invested capital: -9.3%. Cash conversion (OCF/NI): 0.05x (earnings exceed cash generation). The quality score blends profitability (ROIC, ROE, margins), solvency (leverage, coverage, Z-Score), and growth trajectory into a single 0–100 framework updated end-of-day.
PerformanceHow has MSTR performed compared to the S&P 500?
Strategy Inc's performance profile: 1-year total return: -49.3%. 1-year alpha vs S&P 500: -64.8% (underperforming the benchmark). 5-year CAGR: +10.6%. Maximum drawdown (1Y): -76.5%. Relative Strength rating: 9/99 (weak momentum). Beta: 2.14 (more volatile than the market). Total returns include reinvested dividends. Alpha is calculated against the S&P 500 Total Return Index over matching periods.
IncomeDoes MSTR pay dividends?
Strategy Inc does not currently pay a dividend or conduct significant share buybacks. The company is retaining capital for reinvestment.
EstimatesWhat do Wall Street analysts say about MSTR?
Wall Street's outlook on Strategy Inc: Consensus rating: Buy from 29 covering analysts. Consensus price target: $364.13 (range: $175.00 to $705.00). Implied upside from current price: +181.2%. Earnings beat rate: 42%. Forward P/E: 1.8x. Analyst estimates are blended into our proprietary model with weight based on coverage depth and historical accuracy. We track estimate revisions, beat rates, and grade changes daily.
RiskWhat are the key risks of investing in MSTR?
Key risks identified for Strategy Inc: Drawdown risk: The stock experienced a -76.5% max drawdown in the past year. Volatility risk: Beta of 2.14 indicates significantly higher volatility than the broad market. Solvency risk: Altman Z-Score (-0.5) is in the distress zone, indicating elevated bankruptcy risk. Note: This model does not capture regulatory changes, management decisions, competitive disruption, or geopolitical events. Macro and qualitative risks remain material and should be assessed independently.
LegalDoes this dashboard provide investment advice?
No. This overview dashboard aggregates data from our DCF intrinsic value model, relative peer multiples model, proprietary estimates engine, and third-party analyst consensus feeds. It is strictly for educational and informational purposes. The operator of this platform is not a registered investment advisor (RIA), broker-dealer, or financial planner. All model outputs, fair value estimates, quality scores, and signals are automated quantitative computations and should not be construed as investment recommendations. Consult a qualified, licensed financial advisor before making any investment decisions. Past model performance does not guarantee future results.