24/7 Wall Street
30 Jun 2026, 14:44 UTC · 1h ago
MongoDB Vs. Snowflake: Why One Is The Better Stock To Buy In 2026
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
30 Jun 2026, 14:44 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Snowflake's valuation is currently trading at 128x forward earnings, leaving no margin for error if corporate IT budget cuts accelerate. — High valuation multiples make the stock hypersensitive to any slowdown in growth or budget rationalization.
-0.70MongoDB reported a non-GAAP operating margin of 18% and nearly doubled its free cash flow to $197.5 million in Q1 FY2027. — Strong profitability and cash flow growth demonstrate a sustainable business model and reduced risk for investors.
+0.60MongoDB's Remaining Performance Obligations (RPO) grew by 88%, significantly outpacing Snowflake's 38% growth. — Stronger RPO growth suggests higher future revenue visibility and faster relative momentum for MongoDB.
+0.50Continue reading
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Snowflake secured a $6 billion deal with AWS and reported Q1 product revenue of $1.33 billion, up 34% year-over-year. — The massive AWS deal and strong top-line growth signal significant market scale and AI adoption.
+0.40Databricks' open Lakehouse architecture allows enterprises to bypass Snowflake's data extraction fees by running machine learning on cheap cloud storage. — Competitive pressure from open-source alternatives threatens Snowflake's consumption-based pricing model.
-0.30Which stocks this story touches
The article highlights a cleaner profitability story, strong RPO growth, and a favorable open architecture alignment with IT budgets.
Strong revenue growth and AI adoption are offset by high valuation risks and competitive threats from open storage architectures.
Mentioned only as a historical example of a past stock pick.
Mentioned only as a historical example of a past stock pick.
Mentioned only as a historical example of a past stock pick.
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