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Snowflake Inc (SNOW)

Surévalué
TechnologySoftware - ApplicationUnited States

Fondamental

43

Prix

$339.56

Capitalisation boursière

$115.76B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. The company's platform includes artificial intelligence (AI) Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data applications, and share data and data products, as well as applies AI for solving business problems. It serves financial services, advertising, media and entertainment, retail and consumer goods, healthcare and life sciences, manufacturing, technology, telecom, travel and hospitality, and government and defense industries, as well as the public sector. the company has a collaboration with OpenAI, L.L.C. for the development of AI solutions for joint enterprise customers that deliver tangible return on investment. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Menlo Park, California.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Bilan & Liquidités

Chiffre d'affaires

$5.43B

12 derniers mois (au 31/07/2026)

Résultat net

$-1.09B

12 derniers mois (au 31/07/2026)

Flux de trésorerie libre

$1.12B

Capitaux propres totaux

$1.92B

Passif total

$7.21B

Ratio de liquidité général

0.94

Couverture des intérêts

148.76

Dette/EBITDA

-

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralSurévalué

Juste valeur

$256.79

Prix actuel

$339.56

Marge de sécurité

-32.2%

Fourchette de juste valeur

$166.91 - $346.66

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$425.14
Flux de trésorerie actualisés (DCF):$46.35
Multiple de résultat (P/E):Données insuffisantes pour le calculer
Formule de croissance de Graham:Données insuffisantes pour le calculer
Valeur de la capacité bénéficiaire (EPV):Données insuffisantes pour le calculer
P/B justifié:Données insuffisantes pour le calculer
Actualisation des dividendes (Gordon):Données insuffisantes pour le calculer
P/FFO, les fonds provenant de l'exploitation:Données insuffisantes pour le calculer
Bénéfices de milieu de cycle:Données insuffisantes pour le calculer
Multiple sur le chiffre d'affaires:$79.42
Consensus des analystes:Achat fort (51B / 6H / 1S)
Dernière surprise sur les résultats:+36.20%

Indicateurs de valorisation

Ratio P/E

-

ROE

-69.2%

Ratio P/B

55.73

P/FCF

100.23

Marge brute

67.0%

ROIC

-19.7%

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

-19.7%

WACC

11.6%

ROIC − WACC

-31.3 pp

Le ROIC est inférieur au coût du capital — l'entreprise détruit de la valeur pour chaque dollar investi.

Critères d'analyse fondamentale

Réussi (12)

  • EPS shows upward trend
  • Gross Margin 67.0%
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Revenue Growth 5Y 51.2%
  • Analyst Consensus 88% Buy
  • Earnings Surprise avg 20.6%
  • Share Dilution 1.2%
  • Net Margin Trend -20.1% vs -33.5%

Échoué (10)

  • Price CAGR 2.64%
  • ROIC -19.7%
  • P/FCF 100.23
  • P/B Ratio 55.73
  • Operating Margin -22.8%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -53.6%
  • Piotroski F-Score 4/9

Indisponible (5)

  • Dividend Payout NaN%
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Score F de Piotroski

4/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

-

Qualité faible : examiner la comptabilité

Dilution du capital

1.2%

Le nombre d'actions est stable

Participations institutionnelles

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Sridhar Ramaswamy Ph.D.CEO & Director58
Dr. Benoit Dageville Ph.D.Co-Founder, Strategic Advisor & Director58
Mr. Brian G. RobinsChief Financial Officer55
Mr. Christian KleinermanExecutive Vice President of Product Management49
Mr. Vivek RaghunathanSenior Vice President of Engineering46
Mr. Thierry CruanesCo-Founder-
Ms. Emily HoChief Accounting Officer45
Mr. S. MuralidharChief Technology Officer-
Mr. Mike BlandinaChief Information Officer-
Ms. Katherine Anne McCrackenHead of Investor Relations-

Risque d'audit

3

Risque du conseil

10

Risque de rémunération

10

Risque droits des actionnaires

7

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

  • Rapport annuel (10-K)

    Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.

    Déposé le 2026-03-20

    Voir le document
  • Rapport trimestriel (10-Q)

    Une mise à jour de la performance financière des trois derniers mois.

    Déposé le 2026-09-04

    Voir le document
  • Rapport d'événement important (8-K)

    Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.

    Déposé le 2026-09-02

    Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

Recent headlines for SNOW, sourced from Markets Gazette.

  • 28d agoPOSITIVE
    Snowflake has a secret weapon that’s powering its stock toward a huge gain

    Snowflake's AI-powered coding assistant, 'Snowpark Container Services', is reportedly a key driver of significant sales momentum, contributing to a substantial stock price increase. This innovative tool is enhancing customer adoption and expanding the company's market reach within the data cloud sector. The positive reception and integration of this AI capability suggest strong future revenue growth and market share gains for Snowflake, making it an attractive prospect for investors looking for exposure to AI-driven enterprise solutions.

  • 29d agoPOSITIVE
    Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast

    Snowflake Inc. has experienced a significant surge in its stock price following an exceptional earnings report that surpassed analyst expectations. The company's robust revenue growth is attributed to its increasing adoption by businesses developing AI tools, leveraging Snowflake's data platform. This strong performance indicates a high demand for its services in the burgeoning AI sector, positioning Snowflake as a key player in enabling AI innovation. Investors are likely to view this trend positively, anticipating continued expansion and market share gains as AI adoption accelerates.

  • 29d agoNEUTRAL
    Snowflake forma una divergenza ribassista prima degli utili: salirà o crollerà?

    Snowflake Inc. is poised for a significant price movement as it prepares to release its financial results today, September 2nd. The stock has traded within a narrow range, currently priced at $319.80, down slightly from its recent monthly high of $341. As a leading data warehousing company, Snowflake is experiencing robust growth, fueled by increasing demand from major clients like Honeywell, Amazon, and Siemens Energy, particularly within the AI era. The company's first-quarter results indicated accelerating growth, with revenues up 33%. Investors will be closely watching the earnings report for confirmation of this growth trajectory and any forward guidance that could impact future performance.

  • 6/17/2026NEUTRAL
    Snowflake Vs. Databricks: Can SNOW Stock Hold Its Ground Against A Rising Tech Giant?

    Snowflake Inc. (NYSE: SNOW) is facing increased competition from Databricks, which is experiencing rapid growth. Despite this competitive pressure, analysts suggest that Snowflake's stock remains a buy due to its stronger cash flow generation and a comparatively lower valuation. Recent analyst ratings from March 2022 show a mixed sentiment, with Cowen & Co. maintaining an 'Outperform' rating, Rosenblatt maintaining 'Neutral', and Jefferies maintaining 'Hold'. This dynamic suggests ongoing debate among analysts regarding SNOW's future performance relative to its key competitor.

  • 5/30/2026NEUTRAL
    Snowflake CEO says monster quarter shows why software firms need new pricing models to thrive in AI age

    Snowflake CEO Sridhar Ramaswamy commented on the company's 'monster quarter,' suggesting that software firms must adopt new pricing models to succeed in the AI era. He predicts that companies relying on traditional seat-based licensing will face challenges as AI enables employees to complete significantly more work. This perspective highlights a potential shift in software valuation metrics, moving away from user counts towards consumption or value-based pricing, which could impact how investors assess software companies' future revenue streams and profitability.

  • 5/28/2026POSITIVE
    Snowflake Stock Surges After 'Milestone Quarter': Analyst Says 'AI Acting As A Catalyst'

    Snowflake Inc. experienced a significant surge in its stock price following a 'milestone quarter', with analysts attributing the positive momentum to the company's advancements and growth in Artificial Intelligence (AI). The company's Q1 results have prompted analysts to raise their price targets, signaling strong investor confidence. The AI integration is seen as a key catalyst, driving performance and future potential for the data cloud company. This positive outlook suggests continued investor interest and potential for further stock appreciation.

via Markets Gazette