Added to YB: 2025-03-18
Pitch date: 2025-03-14
SNOW [neutral]
Snowflake Inc.
+37.74%
current return
Author Info
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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
$156.29
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: Cloud Data Platform Leader
$SNOW (update): Cloud data platform leader w/ strong moat. Q4 rev +27% YoY, NDR 126%. AI adoption accelerating, 4000+ customers using weekly. Valuation attractive at 10.45x FWD EV/S vs 17.8x median. Growth slowing but still top-tier. High SBC (46% of rev) a concern. Added to position Dec '24, now 9.1% of portfolio.
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