MDB
MongoDB, Inc.$364.86Technology · Software - Infrastructure · 软件 / SaaS / Agent 落地 (IGV) · as of 2026-10-06
估值
PE TTM506.7
PE NTM (混合)49.0
Fwd PE (Yahoo +1y)46.4
PEG NTM2.47
PEG (Yahoo)1.67
EV/EBITDA1918.7
EV/Rev9.6
P/S10.5
FCF yield1.9%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM2.8B
Rev growth (yoy q)31%
Earnings growth–
EPS +1y vs 0y20%
Gross margin73%
Op margin4%
Net margin2%
FCF / OCF561M / 667M
Debt / Cash55M / 2.4B
Mkt cap / EV29.3B / 26.6B
共识 / 修正
Target mean446.5 (22%)
Rec mean (1=StrongBuy)1.63
SB/B/H/S8/24/9/0
Analysts37
+1y EPS up/down 30d35 / 1
+1y EPS chg 90d7%
Surprise avg 4q27.0%
Next earnings2026-12-01
FY end2027-01-31
价格 / 情绪
52w high / low473.1 / 215.7
vs 52w high-23%
Ret 1m / 3m-1% / 1%
RS vs SPY 1m / 3m-3% / -4%
Beta1.75
Short % float3.7%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-10-31 | 1.61 | 1.56–1.78 | 22% | 1.51 | 30/3 | 762M | 21% |
| +1q | 2027-01-31 | 1.72 | 1.61–1.93 | 4% | 1.66 | 27/4 | 807M | 16% |
| 0y | 2027-01-31 | 6.55 | 6.41–7.10 | 32% | 6.13 | 36/0 | 3.0B | 23% |
| +1y | 2028-01-31 | 7.86 | 7.00–9.43 | 20% | 7.34 | 35/1 | 3.6B | 19% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-10-31 | 1.32 | 0.79 | 66.2% |
| 2026-01-31 | 1.65 | 1.47 | 12.1% |
| 2026-04-30 | 1.32 | 1.18 | 11.5% |
| 2026-07-31 | 1.90 | 1.61 | 18.1% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）