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Added to YB: 2025-03-18

Pitch date: 2025-03-14

SNOW [neutral]

Snowflake Inc.

+37.74%

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

$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

Show full summary:
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.

Read full article (10 min)