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Strategy vs Sprout Social

Strategy and Sprout Social are similar in size: $477m and $458m of revenue in their latest fiscal years. Sprout Social grew faster (12.7% against 3.0%). Sprout Social kept more of each dollar of sales as profit: a net margin of -9.5% against -806.3%. Strategy carries less debt relative to equity (18.6% against 19.7%).

Latest fiscal yearStrategyMSTR, 2025Sprout SocialSPT, 2025
Revenue $477m $458m
Revenue growth 3.0% 12.7%
Net income −$3.85bn −$43.3m
Operating margin -1140.8% -9.5%
Net margin -806.3% -9.5%
Return on equity -10.2% -23.4%
Free cash flow −$75.5m $39.3m
Cash $2.30bn $95.3m
Total debt $8.19bn $40.0m
Debt to equity 18.6% 19.7%
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees 1,539 —
Market value $57.90bn $721m
Price vs our value range — —
Moat score 43 (Weak) 44 (Weak)
Insider trades, 12 months 10 buys, 150 sales 2 buys, 23 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.