SNOWSnowflake Inc.
Services-Prepackaged Software
- Revenue
- $4.7B
- 29% YoY
- Operating margin
- -30.6%
- 24% YoY
- EBITDA
- −$1.2B
- 4.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired34% of revenueOver 10% of revenue
- Payouts exceed cash flowClear71% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear19% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.2B | $2.1B | $2.8B | $3.6B | $4.7B | 29% |
| Operating income | −$715M | −$842M | −$1.1B | −$1.5B | −$1.4B | 1.4% |
| Net income | −$680M | −$798M | −$838M | −$1.3B | −$1.3B | 3.1% |
| Operating cash flow | $110M | $546M | $848M | $960M | $1.2B | 27% |
| Capex | $16M | $25M | $35M | $46M | $102M | 120% |
| Stock-based comp | $605M | $862M | $1.2B | $1.5B | $1.6B | 8.1% |
| Buybacks | $0 | $0 | $592M | $1.9B | $874M | 55% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $331M · 56
- Net
- −$331M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 71 | 256 |
| FY2025 | — | — | 67 | 204 |
| FY2024 | — | — | 72 | 160 |
| FY2023 | — | — | 57 | 107 |
| FY2022 | — | — | 101 | 126 |