Added to YB: 2025-06-11
Pitch date: 2025-06-05
MDB [neutral]
MongoDB, Inc.
+84.05%
current return
Author Info
No bio for this author
Company Info
MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.
Market Cap
$34.1B
Pitch Price
$227.65
Price Target
263.67 (-37%)
Dividend
N/A
EV/EBITDA
-281.65
P/E
-475.02
EV/Sales
13.74
Sector
IT Services
Category
growth
MDB MongoDB Q1 Financial Report Analysis and Valuation
MDB (earnings update - overvalued): Strong Q1 w/ $549M rev (+22% YoY), $1.00 EPS, record $105.9M FCF. Atlas 72% of rev (+26% YoY). Raised FY guidance to $2.25-2.29B rev, $2.94-3.12 EPS. Valuation analysis shows fair value $105-120 vs current $235. Overvalued despite AI positioning. Risks: AI boom cooling, AWS/Azure dependency.
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