Added to YB: 2025-09-15
Pitch date: 2025-09-11
SNOW [bullish]
Snowflake Inc.
-2.93%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$224.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-72.98
P/E
-65.73
EV/Sales
20.07
Sector
IT Services
Category
growth
Snowflake at the Center of the Enterprise AI Revolution — But Can Competition Erode the Moat?
SNOW: Q2 beat w/ revenue growth reaccelerated to +32% vs +26% Q1; RPO +32.5%, billings +41.4% outpacing revenue. AI driving ~50% new logos, 6.1k weekly users. Data sharing at 40% (up from 26%), strengthening network effects. 125% NDR, record $375M net new ARR (+136% YoY). High SBC at 38% revenue but declining. Forward EV/Sales 14.6x vs peers 17x median appears undervalued.
Read full article (13 min)