MDB
ACCE-researchedOverview
ACCE thesis
MongoDB provides a document-oriented database that stores data in flexible JSON-like documents instead of rigid tables, making it the preferred choice for modern applications built by developers who think in objects, not rows. The company has captured 60% of the document database market by solving the fundamental impedance mismatch between how developers code and how traditional relational databases store data. Enterprise Atlas consumption accelerated 40% year-over-year in Q3, driven by AI workloads that require the flexible schemas MongoDB handles natively while competitors struggle with structured data limitations. The stock trades at 12x next year's sales despite crossing $1.5 billion in annual revenue with 71% gross margins, while management expects to reach GAAP profitability by fiscal 2025. MongoDB's database-as-a-service Atlas now represents 70% of total revenue, creating the recurring revenue model that traditional database vendors like Oracle have spent decades trying to replicate.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| ADYEN.AS | Adyen | $31.8B | 24.7 | 21.3% | 0.01 | 0.0% | - | Compare |
| OKTA | Okta Inc. Class A Common Stock | $31.9B | 109.9 | 4.3% | 0.05 | 0.0% | - | Compare |
| ZS | Zscaler Inc. Common Stock | $32.2B | - | -2.9% | 0.68 | 0.0% | - | Compare |
| VRSN | VeriSign Inc. Common Stock | $27.4B | 32.9 | 0.0% | -0.83 | 1.1% | - | Compare |
| CPAY | Corpay Inc. Common Stock | $26.1B | 24.2 | 29.2% | 2.58 | 0.0% | - | Compare |
| TWLO | Twilio Inc. Class A Common Stock | $37.4B | 33.7 | 13.5% | 0.13 | 0.0% | - | Compare |
Sector report card
Where MDB ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 16, 2026Bolstering its Executive Team, Taktile Welcomes Engineering Powerhouse James Broadhead as CTO
- PR Newswire•Sep 11, 2026MongoDB, Inc. to Host Investor Day in New York City
- Business Wire•Sep 8, 2026Icon Solutions and MongoDB Benchmark Shows IPF Processing 6,000 Payments per Second with Zero Data Loss Under Failure
Ask anything, Pro feature
Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
Recent performance
SEC filings
Recent ACCE blog coverage
- $MDB Earnings: Revenue Surges 26.7% but EPS Barely MovesMongoDB reported Q earnings on May 28, 2026. Revenue grew 26.7% YoY while EPS grew just 2.2%. ACCE score sits at 44/100. Here's what the numbers say.2026-05-28