MongoDB, Inc. (MDB) on Decifer

Decifer ranks MDB number 125 of 265 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around -4% and those returns have been improving.
• Revenue is growing about 23% a year, profits grew 49% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Revenue growing about 23% a year with accelerating growth looks solid, but returns near -4% and no funded role cap conviction despite momentum of 22 out of 35.

The current read

The evidence on MDB lines up on the supportive side: research view: MDB is a high-conviction name in Software, Cloud & AI Platforms. The independent signals we track are telling the same story.

Read the full MDB research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.