Added to YB: 2024-07-08
Pitch date: 2024-07-05
SNOW [neutral]
Snowflake Inc.
+133.81%
current return
Author Info
Pari Passu is a Private Equity investor at a major hedge fund who writes about anything they find interesting in investing. 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
$118.8B
Pitch Price
$143.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-124.20
P/E
-106.39
EV/Sales
21.58
Sector
IT Services
Category
growth
PP: Snowflake Deep Dive
SNOW: Cloud data platform w/ unique columnar storage & data lakehouse. 131% NRR, 461 $1M+ customers. Expanding into AI w/ Cortex & Arctic LLM. Challenges: competition from Databricks in analytics, customer growth under new CEO. Opportunities: AI integration, collaboration. Strong financials but not yet profitable. Key differentiators: user interface, enterprise focus.
Read full article (29 min)