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[ؿֽ] ÷ũ Ŭ ǻ, ڽɸ ȣ

| [: Ʒ Ư ũ(valuewalk.com) 2022 11 28 Դϴ. ֽĿ ǰ Դϴ.]
÷ũ(Snowflake: NYSE--SNOW) ְ IPO ϳ.
Ŭ ǻû ֱ ȭǾ, ̴.
1 ÷ũ ְ ũ ϶, ȸ δ.

Ŭ ǻ ڵ (̱ ð 11 30) ÷ũ ǥ ɽ ٸ ִ. ÷ũ ǥ ̹ Ŭ ǻû--Ư ʿ ٽ ǥϰ Ŭü-- ִ ǥ δ.

¿ ߶ ÷ũ
2020 2021 ÷ũ ְ ߰, Ʈ 20 ֽ ϳ Ǿ. ̱ , ߸Ǹ ߶ . ׸ ݱ 57% ̻ ְ ϶ , ֳθƽ ȸ(÷ũ) Ȳ Ҵ иϴ.

÷ũ ֽ ϱ ̸ ⺻ ̴. и ϶, ߼ ÷ũ ϰ ִٴ ְ ִ.

2020 9 ÷ũ IPO 𰡰 (󺸴 ּ 35% ) 120޷ åǰ, ù ְ ( 󺸴 300% ) 254޷ 鼭 ڵ ߴ. , ֽ 2 7,730 ÷ũ ðѾ 333 ޷ 680 ޷ ϰ ̼ 2 پ. Ƹ ߿ , ÷ũ IPO 30 ޷ ̻ ڱ ־ٴ ε, ̴ Ʈ ִ Ը ڱ ̾. ̷ν ÷ũ 繫 Ǿ ߰, 翬 ׷ Ǿ.

Ŭ ǻ, Ȳ
÷ũ ް ִ ÷ũ ƴϴ. , ÷ũ ְ ǥ ϶ϱ , ϰ ݵ õϰ ְ, ⿡ . Ϻ ֳθƮ, Ư ̱ ħü Ǹ, Ŭ ȭ ִ.

׷ ϸ, IPO ÷ũ б ׻ ġ ߰, ġ ȸϱ⵵ ߴ. ü, 2020~2021 ÷ũ 5 9,200 ޷ 12 ޷ 質 ߴ. б ⵵ ߼ .

̱ ͵ ̰ ִ. ġ ȸ, ټ Ҿ . , 2021 3б ִ(actual EPS) 0.04޷ ġ ȸϸ鼭 ڸ ߰, 4б ִ ϸ鼭 ġ 10Ʈ ȸ 0.12޷ ߴ.

׷ 2022 ٽ ϶ߴ. ̹ ġ ȸϱ 0.08޷ ġ ٽ ϶ϰ Ҵ. , 2022 2б ִ 0.01޷ ġ -0.01޷ ȸߴ. ׷  ڿ  , ִ -0.67޷ ٽ ϶ ̶ ̴ ְ ٽ ϶ ´.


Ŭ ǻ ݿ ż ǰ
÷ũ ټ Ȯϴٰ , Ŭ ǻ о ȮǼ δ.

к ڸ, ÷ũ ũ ϶, ̵ ָҸ ɼ ִٴ ̴. ̷ δ 꽺(Hubspot: NYSE--HUBS), ̴ ý(Cadence Design Systems: NASDAQ--CDNS) ұԸ ڻ ƴ϶, ũμƮ(Microsoft: NASDAQ--MSFT), ĺ(Alphabet: NASDAQ--GOOG), Ƹ(Amazon: NASDAQ--AMZN) Ŵ Եȴ.

꽺 ְ ݱ--÷ũ --56% ϶ߴ. ݸ, ̴ ְ ϶ 12% ƴ. ׸ ũμƮ 27.79%, ĺ 32.5%, Ƹ 44% ϶ߴ.

׷ ұϰ, ̵ ż(moderate buy) ǰ ޾Ҵµ, װ ̵ DZ ̴. 15%(̴) 60%(Ƹ) ̸ ƴ϶, (꽺 ϰ) ͵ ȴ.

ż ǰ ̵ ̷ο ̵ ǥ ſ ٸٴ ̴. , ũ ٸ, ִ͵ -2.38޷(꽺) 9.28޷(ũμƮ) ٸ. ׸ ̵ PER -121.92(꽺) 58.91(̴) ũ ٸ. ÷ũ , PER -66.69 ̴.

̵ Ư ÷ũ Ǹ , ֱٱ αֿٰ ؼ װ ͸ ƴϴ. и ڷḦ ؾ , ɸ Ŭ ǻ κ 迡 Ÿ ִٴ ̸, ̸ ' ż' ̴. <>

* ó: ų Ͻ(Keala Miles), ÷ϽƮ, ϺƮ(MarketBeat) ֳθƮ, "Is Snowflake Poised For A Rebound After Its Recent Tumble," 2022 11 28, https://www.valuewalk.comis-snowflake-poised-for-a-rebound-after-its-recent-tumble/



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