Strategy Inc (MSTR) vs Atlassian Corporation PLC (TEAM)

Strategy Inc and Atlassian Corporation PLC are both Software Application companies. Strategy Inc is the larger, with a market value of $62.2B against $48.5B — 1.3× the size. Atlassian Corporation PLC grew revenue faster over the last twelve months: 26.0% against 7.79%. Atlassian Corporation PLC has the higher net margin (−0.82% vs −6,294.0%) and the higher return on invested capital (0.80% vs −64.7%). Across the 18 metrics below, Atlassian Corporation PLC leads on 15 and Strategy Inc on 3.

Valuation

Metric MSTR TEAM Software Application median
P/E n/m n/m 24.79
P/S 112.20 7.43 2.67
P/B 1.81 46.15 3.01
Price to free cash flow n/m 37.16 16.59
EV/EBITDA n/m 322.09 14.40
EV/Sales 120.75 7.40 2.62
Earnings yield (60.73%) (0.10%) 0.00%
Free cash flow yield (38.82%) 2.69% 1.91%

Profitability

Metric MSTR TEAM Software Application median
Gross margin 67.60% 84.83% 67.03%
Operating margin (7,295.38%) 0.16% 0.00%
Net margin (6,293.95%) (0.82%) 0.00%
Free cash flow margin (4,356.09%) 20.07% 4.32%
Return on equity (80.05%) (4.48%) 0.00%
Return on assets (53.46%) (0.89%) 0.00%
Return on invested capital (64.65%) 0.80% 0.00%

Growth

Metric MSTR TEAM Software Application median
Revenue growth (TTM) 7.79% 26.02% 12.40%
EPS growth (last fiscal year) (151.32%) 78.57% —
Revenue growth, 5-year CAGR (0.15%) 25.76% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MSTR TEAM Software Application median
Debt to equity 0.22 0.93 0.02
Current ratio 5.39 0.78 1.55
Net debt to EBITDA (1.09) (1.66) 0.06

Dividend

Metric MSTR TEAM Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric MSTR TEAM Software Application median
Market cap 62.24b 48.48b 396.11m

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