Snowflake 대차대조표 건전성
재무 건전성 기준 점검 5/6
Snowflake 의 총 주주 지분은 $1.9B 이고 총 부채는 $2.3B, 이는 부채 대 자기자본 비율을 118.5% 로 가져옵니다. 총자산과 총부채는 각각 $9.1B 및 $7.2B 입니다.
핵심 정보
118.49%
부채/자본 비율
US$2.28b
부채
| 이자보상배율 | n/a |
| 현금 | US$4.03b |
| 자본 | US$1.92b |
| 총부채 | US$7.21b |
| 총자산 | US$9.13b |
최근 재무 건전성 업데이트
업데이트 없음
Recent updates
내러티브 업데이트 • May 04
SNOW: AI Workloads And Data Consumption Should Support Long-Term Earnings Power
Snowflake's updated fair value estimate has been trimmed by about $4 to $232.74, reflecting analysts' broad reset of price targets after recent Q4 results and revised models that balance high AI related enthusiasm with more measured growth and margin assumptions. Analyst Commentary Recent Street research shows a clear reset in Snowflake's price targets surrounding the Q4 print and updated long term guidance, but the tone across reports is far from one sided.내러티브 업데이트 • Apr 19
SNOW: AI Use Cases And Data Consumption Should Support Long-Term Earnings Power
The Snowflake analyst fair value estimate has been revised lower from $282.90 to $236.61, as analysts reset price targets across the sector while still highlighting solid Q4 results and growing AI related use cases in recent research. Analyst Commentary Recent research on Snowflake shows a wide range of updated price targets, with many firms lowering their targets while still pointing to solid Q4 execution and growing AI use cases as key parts of the story.
새 내러티브 • Apr 11
Snowflake Inc. (SNOW): The "Data Cloud" Architect and the 2026 Shift to AI Data Programmability
Snowflake Inc. (SNOW) closed the April 10, 2026, session at $168.42 USD on the NYSE, as the company works to reclaim its narrative as the central nervous system for enterprise AI.Seeking Alpha • Apr 10
Snowflake: This Company Isn't SaaS, Calmly 'Buy' As Others Panic Sell
Summary Snowflake Inc. has transitioned from being significantly overvalued to visibly undervalued after a ~40% YTD decline. SNOW’s consumption-based revenue model, not reliant on seat counts, insulates it from the SaaSpocalypse and mass tech layoffs. AI-driven data growth and new startups are likely to increase demand for SNOW’s platform, which is more than evidenced by the company's >40% growth in backlog/RPO. I reiterate a "Buy" rating on SNOW, viewing the current selloff as a market misunderstanding and a buying opportunity. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 05
SNOW: AI Partnerships And Q4 Execution Will Support Premium Multiple
Narrative Update The analyst price target for Snowflake has been reset lower, with the fair value estimate moving from $181.76 to $176.00 as analysts balance slightly softer modeled revenue growth and a higher discount rate against Q4 AI momentum, ongoing AI partnerships, and generally supportive long term views reflected in refreshed targets across the Street. Analyst Commentary Research commentary on Snowflake has become more mixed, with many firms trimming price targets even as they acknowledge solid Q4 execution, AI traction, and what they describe as healthy forward indicators.
내러티브 업데이트 • Mar 22
SNOW: OpenAI Partnership And AI Workloads Will Drive Future Platform Adoption
Snowflake's updated analyst price target edges slightly lower, with investors seeing a roughly $4 reduction in fair value as analysts refresh their models around Q4 results, tighter discount rates, and modestly higher long term revenue growth and profit margin assumptions tied to building AI use cases and recent partnerships. Analyst Commentary Street research around the Q4 print reflects a mixed but generally constructive stance, with most firms trimming price targets while still pointing to solid execution, AI traction and supportive long term growth frameworks.
내러티브 업데이트 • Mar 20
Burning Paper, Printing Cash: How a $300M Loss Is Hiding Success
The latest financial data for the fourth quarter of 2026 shows a company that is growing fast and holding a lot of cash. While spending remains high, the business is seeing a significant increase in money coming in from customers.내러티브 업데이트 • Mar 07
SNOW: OpenAI Alliance And AI Workloads Will Drive Future Platform Adoption
We are trimming our Snowflake fair value estimate by about $25.80 to $341.03, reflecting a higher discount rate and lower future P/E assumption, even as analysts point to solid Q4 execution, accelerating AI use cases, and generally supportive long term growth and margin profiles in their updated price targets. Analyst Commentary Street research around Snowflake has been active, with most firms adjusting price targets while still expressing confidence in the company’s execution, AI positioning, and long term opportunity.내러티브 업데이트 • Feb 21
SNOW: AI Partnerships And Consumption Strength Will Test Previously Fragile Premium Multiple
Snowflake's fair value estimate has been trimmed from $198.37 to $181.76 as analysts reset price targets lower across software, even while pointing to solid consumption trends, broadening AI related use cases, and sustained demand for data infrastructure. Analyst Commentary Recent Street research around Snowflake points to a more cautious tone even as many firms still highlight solid demand trends and broader AI related use cases.내러티브 업데이트 • Feb 06
SNOW: OpenAI Partnership And AI Demand Will Drive Future Platform Adoption
Narrative Update: Snowflake Analysts have lifted their fair value estimate for Snowflake to US$366.83 from US$334.94. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher future P/E multiple, and increased AI consumption potential tied to Snowflake's new US$200m partnership with OpenAI and broader AI focused research commentary.내러티브 업데이트 • Jan 23
SNOW: AI Workloads And Observe Deal Talks Will Support Long-Term Earnings Power
Narrative Update The analyst price target for Snowflake has edged down by about $1 to roughly $283, as analysts incorporate expectations for steady revenue growth and margin trends, moderating discount rates, and slightly lower future P/E assumptions, while weighing mixed recent research that highlights AI driven demand alongside valuation and competitive pressures. Analyst Commentary Recent Street research around Snowflake reflects a mix of optimism on its data platform and AI positioning, paired with clear caution on valuation and competitive intensity.내러티브 업데이트 • Jan 09
SNOW: AI Demand And Expanded Partnerships Will Support Long-Term Earnings Power
Narrative Update on Snowflake Analysts have nudged our Snowflake fair value estimate slightly higher from US$281.73 to US$283.52, citing recent price target increases toward US$300 to US$325 that reference robust AI driven demand, expanding margins, and what they view as a constructive setup into 2025. Analyst Commentary Recent Street research around Snowflake has been broadly constructive, with several bullish analysts lifting price targets into the US$295 to US$325 range and one upgrade framing current levels as a potential entry point after a weaker Q3 reaction.내러티브 업데이트 • Dec 25
SNOW: Rising AI Hype Will Likely Expose Fragile Premium Multiple
Our fair value estimate for Snowflake has increased by approximately $12 per share to about $198, as analysts point to higher Street price targets driven by robust AI fueled demand, stronger second half 2025 expectations, and growing conviction in the company’s long term revenue scale and earnings power. Analyst Commentary Recent Street research has turned incrementally more constructive on Snowflake, with multiple firms lifting price targets into the $295 to $325 range and reiterating positive ratings.내러티브 업데이트 • Dec 11
SNOW: Enterprise AI Demand Will Drive Long-Term Earnings Power And Upside Potential
Analysts have nudged our Snowflake fair value estimate higher to approximately $282 from about $273 per share, citing a wave of Street price target hikes toward the $295 to $325 range and increased confidence that robust, AI driven demand can support stronger long term earnings power, despite only modest tweaks to growth and margin assumptions. Analyst Commentary Bullish analysts are broadly lifting targets into the $295 to $325 range, characterizing Snowflake as a key beneficiary of accelerating enterprise AI adoption and improving demand visibility into 2025 and beyond.내러티브 업데이트 • Nov 27
SNOW: Enterprise AI Demand Will Drive Revenue Gains Amid Competitive Risks
Snowflake's analyst price target has risen from $266.56 to $272.69 per share, reflecting analysts' optimism around robust enterprise AI demand and indications of accelerating revenue growth momentum. Analyst Commentary Recent analyst reports highlight growing confidence in Snowflake's market positioning and future revenue potential, supported by continued AI adoption and strong enterprise demand.
내러티브 업데이트 • Nov 21
Snowflake vs. The $130B Giant: Can This New AI "Agent" Save the Stock?
From Promises to Production: The Agentic AI Shift The narrative has shifted from potential partnerships to tangible products. In November 2025, Snowflake delivered on its collaboration with Anthropic by launching Snowflake Intelligence and new Agentic AI capabilities .내러티브 업데이트 • Nov 13
SNOW: Future Revenue Outperformance And AI Momentum Will Support Balanced Market Outlook
Snowflake's fair value estimate has risen modestly by about $3 to $266.56 per share. Analysts cite persistent product revenue outperformance, ongoing AI-driven momentum, and robust customer growth as factors supporting higher price targets.내러티브 업데이트 • Sep 16
Enterprise AI Adoption And Cloud Migration Will Generate Lasting Momentum
Following robust Q2 results marked by accelerating product revenue growth, increased enterprise adoption, and strong AI-driven momentum across its platform, analysts have raised Snowflake’s consensus price target from $260.62 to $263.43. Analyst Commentary Bullish analysts raised price targets on Snowflake following Q2 results, citing a powerful acceleration in product revenue growth (31.5-32% y/y), significant outperformance versus guidance, and robust momentum across all product lines, including analytics, data engineering, AI/ML, and collaboration.내러티브 업데이트 • Aug 29
AI Initiatives Like Cortex AI And Microsoft Partnerships Will Improve Future Market Position
Snowflake’s consensus price target has increased to $259.43 as analysts cite accelerating product revenue growth, expanding AI-driven innovation, and stronger enterprise adoption, reflecting heightened confidence in its long-term growth outlook. Analyst Commentary Broad-based acceleration in product revenue growth exceeding guidance, with Q2 product revenue up 32% year-over-year, driven by strong execution across all core pillars: analytics, data engineering, AI applications, and collaboration.분석 기사 • Jul 06
Snowflake Inc. (NYSE:SNOW) Shares Could Be 25% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Snowflake is US$297 based on 2 Stage Free Cash Flow to Equity Snowflake's...재무 상태 분석
단기부채: SNOW 의 단기 자산 ( $5.7B )이 단기 부채( $4.4B ).
장기 부채: SNOW의 단기 자산($5.7B)이 장기 부채($2.8B)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: SNOW 총 부채보다 더 많은 현금을 보유하고 있습니다.
부채 감소: SNOW의 부채 대비 자본 비율은 지난 5년 동안 0%에서 118.5%로 증가했습니다.
대차대조표
현금 보유 기간 분석
과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.
안정적인 현금 활주로: 수익성이 없는 SNOW 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
예측 현금 활주로: SNOW 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 47.2 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 21:27 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Snowflake Inc.는 68명의 분석가가 다루고 있습니다. 이 중 47명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jamie Shelton | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| William Power | Baird |