shining87
2021-12-03

let us do a totally fair comparison then.

First let us look at revenue fair comparison:

For every $100 invested in Facebook, Facebook made $13 of revenues in a year.

For every $100 invested in Snowflake, Snowflake only made $0.9 of revenues in a year.

Now can you see how tiny SNOW revenues are? Even if SNOW grows that tiny revenue by 100% in the next year, it will still be tiny $1.8 of revenue next year. It will still be nowhere nearly as good as Facebook even if we assume Facebook has no more revenue growth. SNOW has to keep doing 100% revenue growth rates for 4 more years just for SNOW to be as good as Facebook from revenue point of view. But as I stated earlier, SNOW cannot keep its high growth rates any longer. SNOW next quarter product sales guidance is only $345 million to $350 million. SNOW growth rate is dropping off the cliff soon. SNOW annual revenue growth rates will be down to 20% to 40% ranges very soon.

As for the profits, SNOW is even worse. SNOW is still not profitable.

SNOW losses per share last quarter were still $0.51 per share of losses.

FB profits per share last quarter were $3.22.

There is absolutely no reason for SNOW to trade at $360 while FB is only trading at $310.$Meta Platforms, Inc.(FB)$ $Snowflake(SNOW)$

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精彩评论

  • Wayneqq
    2021-12-04
    Wayneqq
    Yeah.. the market believe snow has more potential in future for growth than facebook.. but what to do.. That is Mr. market for you..
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