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MongoDB, Inc.

MongoDB, Inc.

NASDAQ•MDB
CEO: Mr. Dev C. Ittycheria
セクター: Technology
業種: Software - Infrastructure
上場日: 2017-10-19
MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It offers professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.
連絡先情報
1633 Broadway, 38th Floor, New York, NY, 10019, United States
646-727-4092
www.mongodb.com
時価総額
$29.04B
PER (TTM)
-409.1
39.5
配当利回り
--
52週高値
$444.72
52週安値
$140.78
52週レンジ
71%
順位60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$628.31M+18.69%
直近4四半期の推移

EPS

-$0.02-81.00%
直近4四半期の推移

フリーCF

$150.15M+323.48%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Subscription Revenue Strong Growth Subscription revenue reached $1.71T USD for nine months, reflecting 21% growth driven by MongoDB Atlas consumption.
Net Loss Significantly Narrowed Nine-month net loss improved to $(86.7M) USD, substantially narrowing from $(144.9M) USD reported last year.
Operating Cash Flow Surges Net cash provided by operating activities was $325.5M USD for nine months, a major increase from $99.7M USD prior year.
Customer Expansion Rate High Net ARR expansion rate stood strong at 120% as of October 31, 2025, showing existing customer spending increases.

リスク要因

Macroeconomic Growth Headwinds Macroeconomic conditions create uncertainty, expecting headwinds on growth rate for existing MongoDB Atlas applications in the short term.
Gross Margin Under Pressure Overall gross margin decreased to 71% for nine months, pressured by higher hosting costs associated with MongoDB Atlas growth.
Operating Expenses Rising Total operating expenses grew to $1.40T USD for nine months, outpacing the 18% growth in gross profit.
Significant Legal Proceedings Securities Action lawsuit and derivative litigation remain pending court decisions on motions to dismiss filed by defendants.

見通し

Future Revenue Visibility Strong Remaining Performance Obligations total $994.3M USD as of October 31, 2025, with 55% expected recognized next 12 months.
Continued Investment Planned Intend to continue investing in sales, marketing, and research and development to expand platform capabilities and market reach.
Share Repurchase Authorized Board authorized an additional $800.0M USD for share repurchases in June 2025, bringing total authorization to $1.0B.
Atlas Billing Shift Expected Expect a higher proportion of MongoDB Atlas contracts to be billed monthly in arrears without requiring upfront commitments.

同業比較

売上高 (TTM)

Super Micro Computer, Inc.SMCI
$28.06B
+34.8%
Toast, Inc.TOST
$5.86B
+25.8%
Zoom Communications Inc.ZM
$4.81B
+3.9%

粗利益率 (最新四半期)

VeriSign, Inc.VRSN
88.5%
+0.3pp
Check Point Software Technologies Ltd.CHKP
85.3%
-2.1pp
PTC Inc.PTC
81.1%
+4.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TER$49.48B87.819.9%8.3%
MDB$29.04B-409.1-2.4%1.0%
ZM$27.61B17.517.7%0.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.6%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月2日
|
EPS:$1.47
|
売上高:$669.40M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年10月31日|提出日: 2025年12月2日|
    売上高: $628.31M+18.7%
    |
    EPS: $-0.02-81.0%
    予想を下回る

  • Form 10-Q - Q2 2026

    会計期末: 2025年7月31日|提出日: 2025年8月27日|
    売上高: $591.40M+23.7%
    |
    EPS: $-0.58-21.6%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年4月30日|提出日: 2025年6月4日|
    売上高: $549.01M+21.9%
    |
    EPS: $-0.46-58.2%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年1月31日|提出日: 2025年3月21日|
    売上高: $2.01B+19.2%
    |
    EPS: $-1.73+30.2%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2024年10月31日|提出日: 2024年12月10日|
    売上高: $529.38M+22.3%
    |
    EPS: $-0.13-68.3%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年7月31日|提出日: 2024年8月30日|
    売上高: $478.11M+12.8%
    |
    EPS: $-0.74+39.6%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年4月30日|提出日: 2024年5月31日|
    売上高: $450.56M+22.3%
    |
    EPS: $-1.10+42.9%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年1月31日|提出日: 2024年3月15日|
    売上高: $1.68B+31.1%
    |
    EPS: $-2.48+50.7%
    予想を下回る