SNOW
ACCE-researchedOverview
ACCE thesis
Snowflake operates a cloud data platform that separates compute from storage, allowing enterprises to scale processing power independently while paying only for resources consumed. The architecture eliminates the need for companies to manage complex data warehouse infrastructure, creating switching costs as customers build their analytics workflows on Snowflake's platform. AI workloads are driving accelerated data consumption, with the company's AI-related revenue growing 400% year-over-year in fiscal 2024. Revenue per customer jumped 23% to $234,000 in the latest quarter, while the platform now serves over 9,400 customers across 50+ countries. Despite burning cash on rapid expansion, Snowflake trades at 12x forward sales while maintaining 67% gross margins and a net revenue retention rate above 125%.
- highMassive insider sellingLast 10 disclosed transactions: $0 buys vs $174.41M in sales. Zero insider purchases signals low conviction from insiders.
- highSevere valuation premiumACCE fair value $180, stock at $277.17 - 54% premium. Forward P/E 135x with negative operating margin of -22.2%.
- moderateNegative profitability metricsROE -54.9%, operating margin -22.2%, EV/EBITDA -76.6. No P/E exists; company remains deeply unprofitable despite 33.5% revenue growth.
- moderateElevated debt loadDebt/Equity ratio of 1.21 is notable for a loss-making software company, adding financial risk if growth decelerates.
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Price
Valuation
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Quality
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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
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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 | |
|---|---|---|---|---|---|---|---|---|
| ADP | Automatic Data Processing Inc. Common Stock | $107.7B | 24.8 | 72.2% | 0.82 | 2.5% | - | Compare |
| ADBE | Adobe Inc. Common Stock | $98.9B | 13.9 | 61.9% | 0.54 | 0.0% | - | Compare |
| NOW | ServiceNow Inc. Common Stock | $140.1B | 84.7 | 14.2% | 0.12 | 0.0% | - | Compare |
| UBER | Uber Technologies Inc. Common Stock | $144.0B | 15.5 | 37.2% | 0.40 | 0.0% | - | Compare |
| SHOP.TO | Shopify | $164.7B | 87.1 | 15.5% | 0.00 | 0.0% | - | Compare |
| SHOP | Shopify Inc. Class A Subordinate Voting Shares | $165.3B | 86.8 | 15.5% | 0.00 | 0.0% | - | Compare |
Sector report card
Where SNOW ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 14, 2026Presentations.AI Offers a Beautiful.ai Alternative in 2026 for Turning Documents and URLs Into Branded, Editable PowerPoint Presentations With AI
- Business Wire•Sep 9, 2026Sverica Announces Strategic Growth Investment in Atrium
- Business Wire•Jul 23, 2026Transcend Unlock: A Partner Program Built for the "Can I Use This Data?" Era
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