Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
MongoDB(MDB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MDB
10/19/2026: MDB (1-star) is currently NOT-A-BUY. Pass it for now.
MongoDB is a leading developer-data platform providing a flexible, document-based database engine that supports modern cloud-native applications. Its core strength lies in MongoDB Atlas, a managed cloud service that has driven significant revenue growth by simplifying database management for developers. While the company occupies a key position in the modern technology stack, it faces stiff competition from established hyperscalers like AWS and Microsoft. The investment story centers on the continued migration of enterprise workloads to the cloud and AI integration, though high valuations and profitability concerns remain significant risks. MongoDB is generally best suited for growth-oriented investors who can tolerate volatility and follow evolving cloud adoption trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | MongoDB is a high-growth SaaS platform capturing significant market share in the database industry. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows strong technical trends based on cloud adoption and growth narratives. |
| Value investor | Weak fit | MongoDB typically trades at high valuation multiples, making it unattractive by traditional value metrics. |
| Dividend investor | Weak fit | The company does not pay dividends, focusing exclusively on reinvestment for growth. |
| Low-risk investor | Weak fit | High volatility and sensitivity to market growth rates make it unsuitable for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's beta is high, leading to significant price swings relative to the broader market. |
| Valuation risk | High | High P/S multiples leave the stock vulnerable to corrections if growth slows. |
| Competition risk (Cloud hyperscalers) | Medium / high | Hyperscalers can prioritize their own database services over third-party alternatives. |
| Business quality | Strong | The sticky nature of databases creates a high-quality, long-term revenue stream. |
| Dividend income | Low / none | Investors receive zero cash yield from holding the shares. |
| Execution risk | Medium | The company must continuously innovate to fend off specialized database startups and hyperscalers. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -32.81% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 27.19B USD | Price to earnings Ratio 468.85 | 1Y Target Price 449.74 |
Price to earnings Ratio 468.85 | 1Y Target Price 449.74 | ||
Volume (30-day avg) 2.7M shares | Beta 1.75 | 52 Weeks Range 215.68 - 473.10 | Updated Date 10/18/2026 |
52 Weeks Range 215.68 - 473.10 | Updated Date 10/18/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.72 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Atlas (Cloud) | Consumption-based fees from managed cloud database services. | This is the primary growth engine and the most important metric for revenue trajectory. |
| Enterprise Advanced | License and maintenance fees for self-managed, on-premise software. | Provides stable, predictable revenue from older, established client installations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 468.85 | Forward PE 70.42 | Enterprise Value 32.12B | Price to Sales(TTM) 9.77 |
Enterprise Value 32.12B | Price to Sales(TTM) 9.77 | ||
Enterprise Value to Revenue 11.54 | Enterprise Value to EBITDA 278.47 | Shares Outstanding 80.56M | Shares Floating 78.58M |
Shares Outstanding 80.56M | Shares Floating 78.58M | ||
Percent Insiders 2.56 | Percent Institutions 96.65 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.