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
時価総額
$21.22B
PER (TTM)
-297.8
44.9
配当利回り
--
52週高値
$444.72
52週安値
$140.78
52週レンジ
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
Q4 2026 データ
売上高
$695.07M+0.00%
直近4四半期の推移
EPS
$0.19+0.00%
直近4四半期の推移
フリーCF
$178.47M+0.00%
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)
$28.06B
$6.15B
$4.87B
粗利益率 (最新四半期)
88.5%
85.1%
83.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TER | $44.87B | 80.9 | 19.9% | 8.3% |
| CPAY | $22.50B | 20.9 | 27.9% | 38.3% |
| ZM | $22.19B | 11.7 | 20.6% | 0.5% |
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
8.2%
安定成長
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5月28日
EPS:$1.20
|売上高:$662.46M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし