| Current Price | $206.04 | Mkt Cap | $57.7B |
|---|---|---|---|
| Open | $206.49 | P/E Ratio | 0.00 |
| Prev. Close | $206.04 | Div. (Yield) | $0.00 (0.0%) |
| Daily Range | $205.22 - $214.32 | Volume | 5,976,688 |
| 52-Wk Range | $192.41 - $429.00 | Avg. Daily Vol. | 3,632,277 |
| Current Price | $206.04 | Mkt Cap | $57.7B |
|---|---|---|---|
| Open | $206.49 | P/E Ratio | 0.00 |
| Prev. Close | $206.04 | Div. (Yield) | $0.00 (0.0%) |
| Daily Range | $205.22 - $214.32 | Volume | 5,976,688 |
| 52-Wk Range | $192.41 - $429.00 | Avg. Daily Vol. | 3,632,277 |
The best Bull and Bear pitches based on recency and number of recommendations.
There are no pitches that meet the Top Bull criteria. Explain
If this upsets you, start recommending pitches below!
I love the business and hope to eventually own it but after employee stock options likely to vest in the next few months the market cap will be greater than $80B at today’s price. The TAM is in the low 100B range but growing. All the good is priced… More
Read the most recent pitches from players about SNOW.
Recs
TMFjbonefish
(47.66)
Submitted: 5/5/2021 5:03:08 PM :
Start Price:
$220.24
NYSE:SNOW Score:
-7.96
Many will look at the price-to-sales ratio of 105 for Snowflake and conclude that it's far far too high, even for a company that just grew sales 116% year over year. Like most cloud businesses, revenue is recognized over the duration of a contract, not when the company makes a sale. That makes remaining performance obligations (RPO) a critical metric. It actually shows investors the amount of business the company has won. For Snowflake, RPO was up 213% year over year for its fiscal 2021 that ended Jan. 31. That means the company grew almost twice as fast as it might first appear.
Recs
iBuffering
(< 20)
Submitted: 4/25/2021 1:20:03 AM :
Start Price:
$229.35
NYSE:SNOW Score:
-10.94
Strong y/y revenue growth
Recs
Midnight42
(66.38)
Submitted: 4/22/2021 7:56:34 PM :
Start Price:
$213.02
NYSE:SNOW Score:
-11.46
Top dog and first mover in cloud data management and first to separate storage and compute. With an ongoing effort of digital transformation, will be far more relevent 10 years out than it is today. Valuation is nosebleed, but 2 things:
1. huge visibility into future revenue : https://boards.fool.com/snow-what-i-was-missing-34787302.aspx
2. RPO is not the same as RPO for subscription businesses - it's really deferred revenue. So it should be counted when looking at P/S multiple. (h/t Tim Beyers)
Still, being a consumption driven business, the GM are lower than for SaaS. Ultimately, it comes down to how well it executes and how long it's competitive advantage is relavent.
Find the members with the highest scoring picks in SNOW.
nickinsavannah (< 20) Score: +1,148.99
The Score Leader is the player with the highest score across all their picks in SNOW.
|
Top Pick |
Member Name |
Member Rating |
Start Date |
Call |
Time Frame |
Start Price |
Stock Gain |
Index Gain |
Score | Commentary |
|---|---|---|---|---|---|---|---|---|---|---|
| nickinsavannah | < 20 | 8/25/2016 |
|
3Y | $15.34 | +1,243.16% | +94.17% | +1,148.99 | 2 Comments | |
|
Catastrophik | 87.86 | 9/2/2020 |
|
5Y | $23.71 | +769.00% | +19.72% | +749.28 | 0 Comment |
| tuckerboreo | 29.20 | 12/7/2020 |
|
5Y | $389.02 | -47.04% | +14.29% | +61.33 | 0 Comment | |
| tecmo | 77.98 | 12/9/2020 |
|
5Y | $388.80 | -47.01% | +13.82% | +60.82 | 0 Comment | |
| primetime300 | 98.07 | 12/14/2020 |
|
5Y | $352.49 | -41.55% | +14.51% | +56.05 | 0 Comment | |
| TheFall2021 | 81.65 | 12/21/2020 |
|
5Y | $332.77 | -38.08% | +15.66% | +53.74 | 0 Comment | |
| RedandBlack | 99.42 |
|
|
3M | $247.09 | -16.61% | +28.12% | +44.74 | 1 Comment | |
| jvaskonen | 26.53 | 9/23/2020 |
|
5Y | $243.50 | -15.38% | +27.57% | +42.95 | 0 Comment | |
| 3xi3 | 42.27 | 9/23/2020 |
|
5Y | $243.50 | -15.38% | +27.57% | +42.95 | 0 Comment | |
| cibient | 21.45 | 1/12/2021 |
|
1Y | $288.31 | -28.53% | +11.54% | +40.08 | 0 Comment |
See what the Wall Street professionals think, according to their public statements and filings.
