Snowflake operates the Data Cloud, a high-fidelity, cloud-agnostic platform separating compute and storage. It enables massive data consolidation, sharing, and analysis, serving as critical infrastructure (S-D2) for advanced AI/ML workloads and modern data applications.
Snowflake maintains premium metrics essential for AI infrastructure plays, delivering a strong Rule of 40 at 46.29, driven by 28.75% YoY growth and positive 17.54% FCF margin (TTM). The company is securing its A-AI advantage through extreme R&D intensity (40.73% of revenue), investing heavily in platform monetization like Cortex AI. Sequential revenue growth of 5.93% indicates durable consumption expansion (C2), and management's commitment is reinforced by over $1.08 billion in insider purchases (6m), suggesting high conviction in the long-term usage ramp despite high valuation multiples.
| Market Cap | 73.7B |
| PE Ratio (TTM) | None |
| Revenue (TTM) | 4.4B |
| Profit Margin | -0.3076 |
| 52 Week High | 280.67 |
| 52 Week Low | 120.10 |
| Price | 220.62 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
■ Undervalued ■ Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||