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Added to YB: 2025-04-30

Pitch date: 2025-03-11

SNOW [bullish]

Snowflake Inc.

+40.27%

current return

Author Info

No bio for this author

Company Info

Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.

Market Cap

$89.8B

Pitch Price

$155.37

Price Target

N/A

Dividend

N/A

EV/EBITDA

-72.98

P/E

-65.73

EV/Sales

20.07

Sector

IT Services

Category

growth

Show full summary:
Snowflake Inc. - $SNOW

SNOW: Data warehouse leader at 28% YoY growth, 126% NRR, trading 10.9x NTM rev. Durable core position in $80B+ DBMS market. New AI products could 'meaningfully contribute' to H2'25 rev, potentially reaccelerating growth. 21% 5Y IRR in base case (24% CAGR, 30% FCM). Risks: mgmt turnover, competition, macro headwinds.

Read full article (12 min)