SNOW Snowflake Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Software - Application · Menlo Park, CA · 9,394 employees · snowflake.com
Snowflake operates a cloud-based data platform that allows organizations to unite information into a centralized system, generate operational insights, and build software applications. The firm earns revenue by helping enterprise customers across multiple industries share data products and apply artificial intelligence to solve operational problems.
Bull case
Snowflake is positioned to sell artificial intelligence tools and the platform capacity consumed by AI workloads to its existing client base. Annual revenue growth has also been accelerating, though this trend is shared by most companies tracked.
- Annual revenue growth rose from +28% to +32%.
- The share price trend is rising.
Bear case
The business burns cash after factoring in stock-based compensation, which represents a heavy share of total revenue. Minor headwinds could also emerge if external artificial intelligence tools evolve to perform tasks that the platform sells.
- Burns cash after stock pay (-8% of revenue).
- Stock pay equals 30% of revenue.
Features
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +28% to +32%. Shared by most companies we track
- G-AGENCY Heavy stock pay Stock pay equals 30% of revenue.
AI impact
Sells AI to its customers Cuts both ways
The company sells cloud data platform services that customers use to store data and run applications. It benefits from selling new artificial intelligence capabilities and computing capacity to its existing customer base, but faces the risk that customers may use artificial intelligence to build their own software rather than buying third-party tools.
Where AI helps it
- Can sell AI to a large base of existing customers (minor)
- Sells what AI workloads consume (minor)
Where AI could hurt it
- AI tools could do part of what it sells (minor)
In the company's words
These efforts, supported by initiatives like Snowflake Intelligence and specialized AI and Industry Competencies, help ensure our ecosystem provides the comprehensive end-to-end solutions required to accelerate platform adoption and consumption.
In addition, companies may use AI to develop their own software, reducing their need to purchase third-party solutions.
Assessed by AI from the company's own annual report filed 20 Mar 2026 and quarterly report filed 4 Sep 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
SNOW is at the 61st percentile of its own valuation history. Depending on how far back you look, it ranges from the 61st to the 92nd percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Above reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.