Strategy (MSTR) Competitors

Strategy (NASDAQ:MSTR) and Salesforce (NYSE:CRM) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, dividends, risk, valuation, earnings, community ranking and institutional ownership.

Which has more risk & volatility, MSTR or CRM?

Strategy has a beta of 3.46, meaning that its share price is 246% more volatile than the S&P 500. Comparatively, Salesforce has a beta of 1.38, meaning that its share price is 38% more volatile than the S&P 500.

Is MSTR or CRM more profitable?

Salesforce has a net margin of 15.96% compared to Strategy's net margin of -251.73%. Salesforce's return on equity of 12.34% beat Strategy's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Strategy	-251.73%	-19.01%	-10.88%
Salesforce	15.96%	12.34%	7.65%

Do insiders and institutionals hold more shares of MSTR or CRM?

59.8% of Strategy shares are held by institutional investors. Comparatively, 80.4% of Salesforce shares are held by institutional investors. 9.2% of Strategy shares are held by insiders. Comparatively, 3.2% of Salesforce shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Does the media favor MSTR or CRM?

In the previous week, Strategy had 114 more articles in the media than Salesforce. MarketBeat recorded 182 mentions for Strategy and 68 mentions for Salesforce. Salesforce's average media sentiment score of 1.30 beat Strategy's score of 0.51 indicating that Salesforce is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Strategy	65 Very Positive mention(s)	43 Positive mention(s)	39 Neutral mention(s)	20 Negative mention(s)	14 Very Negative mention(s)	Positive
Salesforce	49 Very Positive mention(s)	7 Positive mention(s)	11 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Which has better earnings and valuation, MSTR or CRM?

Salesforce has higher revenue and earnings than Strategy. Strategy is trading at a lower price-to-earnings ratio than Salesforce, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Strategy	$463.46M	166.58	-$1.17B	-$5.63	-53.28
Salesforce	$37.90B	6.47	$4.14B	$6.36	40.09

Do analysts rate MSTR or CRM?

Strategy presently has a consensus target price of $508.09, indicating a potential upside of 69.37%. Salesforce has a consensus target price of $361.42, indicating a potential upside of 41.74%. Given Strategy's higher probable upside, equities analysts plainly believe Strategy is more favorable than Salesforce.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Strategy	1 Sell rating(s)	0 Hold rating(s)	9 Buy rating(s)	1 Strong Buy rating(s)	2.91
Salesforce	1 Sell rating(s)	5 Hold rating(s)	31 Buy rating(s)	5 Strong Buy rating(s)	2.95

Does the MarketBeat Community believe in MSTR or CRM?

Salesforce received 2821 more outperform votes than Strategy when rated by MarketBeat users. Likewise, 82.32% of users gave Salesforce an outperform vote while only 64.09% of users gave Strategy an outperform vote.

Company	Underperform	Outperform
Strategy	Outperform Votes 439 64.09%	Underperform Votes 246 35.91%
Salesforce	Outperform Votes 3260 82.32%	Underperform Votes 700 17.68%

Summary

Salesforce beats Strategy on 14 of the 19 factors compared between the two stocks.