SNOW

 ### Snowflake Inc. (SNOW) Financial Performance and Analysis

#### Financial Performance (Last Three Years)

Snowflake Inc. (NYSE: SNOW) has demonstrated robust financial growth over the past three years:

- **FY 2022**: Revenue was $1.219 billion, a 106% increase from the previous year.

- **FY 2023**: Revenue reached $2.066 billion, representing a 69% year-over-year growth.

- **FY 2024**: Revenue totaled $2.806 billion, a 36% increase compared to FY 2023【6†source】【7†source】.

For the fiscal year ending January 31, 2024, Snowflake reported product revenue of $2.67 billion, a 38% year-over-year increase. The company also achieved a net revenue retention rate of 131%, highlighting strong customer engagement and recurring revenue【6†source】.

#### Current Financial Metrics

- **Current Stock Price**: As of June 2024, Snowflake's stock price is approximately $131.21【6†source】.

- **Q4 FY 2024 Performance**:

  - Revenue: $774.7 million, up 32% year-over-year.

  - Product revenue: $738.1 million, up 33% year-over-year.

  - Free cash flow: $324.5 million, a 42% increase from the previous year【6†source】.

#### Technical Analysis

Snowflake's stock has experienced significant volatility, currently trading about 65% below its peak. Despite this, positive developments such as strategic partnerships and AI integrations have fueled investor optimism. Technical indicators suggest a potential for recovery driven by Snowflake's solid financial performance and market position in the data cloud industry【7†source】.

### Investment Strategy for Snowflake

Given Snowflake's impressive revenue growth, robust customer base, and strategic position in the AI and data cloud markets, the stock presents a compelling long-term investment opportunity. The focus should be on its ability to sustain high growth rates and improve profitability. Investors should monitor:

- Continued customer acquisition and retention.

- Expansion of AI and data analytics capabilities.

- Market response to new product offerings and strategic partnerships.

### Comparative Analysis: Applied Materials (AMAT)

Applied Materials Inc. (NASDAQ: AMAT), a leader in semiconductor manufacturing equipment, provides a contrasting investment profile to Snowflake. Over the past three years, AMAT has benefited from strong demand in the semiconductor industry, leading to consistent revenue growth and solid profitability.

#### Key Metrics for AMAT:

- **Revenue Growth**: AMAT has shown steady revenue growth, capitalizing on semiconductor industry trends.

- **Profitability**: Higher profit margins compared to Snowflake, given its established market and operational efficiency.

### Comparative Investment Strategy

While Snowflake offers high growth potential in the evolving data cloud sector, AMAT provides stability and consistent returns in the mature semiconductor market. A balanced portfolio approach could include both stocks: Snowflake for growth and AMAT for stability and steady income.

### Conclusion

Snowflake's robust financial performance and strategic market position make it a strong candidate for long-term growth-oriented investment. Applied Materials, with its steady performance and market leadership in semiconductor equipment, offers a stable counterbalance. Investors should consider their risk tolerance and investment horizon when choosing between these two stocks.