Snowflake Inc (SNOW)
SopravvalutatoFondamentale
43
Prezzo
$340.78
Capitalizzazione
$115.76B
Parte 1 · Quanto vale l'azienda
Panoramica
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.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Per questa società non c'è ancora una scheda redazionale
Per questa società non c'è ancora un elenco di concorrenti.
Stato Patrimoniale e Liquidità
Ricavi
$5.43B
Ultimi 12 mesi (al 31/07/2026)
Utile Netto
$-1.09B
Ultimi 12 mesi (al 31/07/2026)
Free Cash Flow
$1.12B
Patrimonio Netto Totale
$1.92B
Passività Totali
$7.21B
Rapporto di Liquidità
0.94
Copertura Interessi
148.76
Debito/EBITDA
-
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$256.79
Prezzo Attuale
$340.78
Margine di Sicurezza
-32.7%
Range Fair Value
$166.91 - $346.66
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
-
ROE
-69.2%
Rapporto P/B
55.73
P/FCF
100.23
Margine Lordo
67.0%
ROIC
-19.7%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-19.7%
WACC
11.6%
ROIC − WACC
-31.3 pp
Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.
Criteri di Analisi Fondamentale
Superati (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%
Non superati (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
Non disponibili (5)
- Dividend Payout NaN%
- Debt/EBITDA
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Bassa qualità: indagare la contabilità
Diluizione Azionaria
Numero di azioni stabile
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. Sridhar Ramaswamy Ph.D. | CEO & Director | 58 |
| Dr. Benoit Dageville Ph.D. | Co-Founder, Strategic Advisor & Director | 58 |
| Mr. Brian G. Robins | Chief Financial Officer | 55 |
| Mr. Christian Kleinerman | Executive Vice President of Product Management | 49 |
| Mr. Vivek Raghunathan | Senior Vice President of Engineering | 46 |
| Mr. Thierry Cruanes | Co-Founder | - |
| Ms. Emily Ho | Chief Accounting Officer | 45 |
| Mr. S. Muralidhar | Chief Technology Officer | - |
| Mr. Mike Blandina | Chief Information Officer | - |
| Ms. Katherine Anne McCracken | Head of Investor Relations | - |
Rischio Audit
3
Rischio CdA
10
Rischio Compensi
10
Rischio Diritti Azionisti
7
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-03-20
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-09-04
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-09-02
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per SNOW, da Markets Gazette.
- 28d agoPOSITIVESnowflake 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 agoPOSITIVESnowflake’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 agoNEUTRALSnowflake 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.
- 6/17/2026NEUTRALSnowflake 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.
- 5/30/2026NEUTRALSnowflake 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.
- 5/28/2026POSITIVESnowflake 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