MongoDB
Incorporated in 2007 under the name 10Gen, and launched the Server in 2009, MongoDB is a database software provider.[/td_block_text_with_title][td_block_text_with_title custom_title=”Business Model” tdc_css=””]MongoDB generates revenue primarily from sales of subscription/software of MongoDB platform and hosted database-as-a-services (DBaaS) solutions. The company also derives revenue from post-contract support, training and consulting services.[/td_block_text_with_title][td_block_text_with_title custom_title=”IPO History” tdc_css=””]On 10/19/2017, MongoDB went public on Nasdaq led by prestige banks including Morgan Stanley, Goldman Sachs, Barclays and Allen & Co. The stock was priced at $24.00, above the boosted marketed range of $20.00 to $22.00. With a full subscription of 8.0 million offered shares and the 15% over-allotment option fully exercised, MongoDB was valued at $1.20 billion at offer. MongoDB opened at $33.00, a 37.5% pop from its offer price, and finished the first day with a 33.63% initial return. MongoDB was included in the IPOX® 100 U.S. Portfolio on 12/21/2018 and currently weighs circa 0.74% of the portfolio.[/td_block_text_with_title][td_block_text_with_title custom_title=”Historical Performance” tdc_css=””][/td_block_text_with_title][td_block_text_with_title custom_title=”Growth Outlook” tdc_css=””][/td_block_text_with_title][td_block_text_with_title custom_title=”Industry Comparison”][/td_block_text_with_title]
Company | Stock | IPO/Spin-off | Initial | Offer to Date | 2019 | Beta to S&P | EPS | Revenue | 2018 Net Income | P/S |
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MongoDB | MDB US | 10/19/2017 | 33.63% | 593.17% | 98.66% | 1.51 | -$1.90 | 267.02 | -99.01 | 24.5x |
Oracle | ORCL US | Oracle went public on 3/12/1986 | 17.17% | 1.07 | $0.93 | 39,831.0 | 3,825.0 | 4.5x |
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Microsoft | MSFT US | Microsoft went public on 3/13/1986 | 33.07% | 1.07 | $2.15 | 110,360.0 | 16,571.0 | 7.5x |
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IBM | IBM US | IBM went public on 1/13/1978 | 19.98% | 1.05 | $9.57 | 79,591.0 | 8,728.0 | 1.5x |
Amazon Web Service (AWS) | Subsidiary of Amazon (AMZN US) with a $400 billion valuation standalone |
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MariaDB | Espoo, Finland based private company, with Alibaba Group behind |
Couchbase | Known as Membase, Santa Clara, CA-based private company |
DataStax | Santa Clara, CA-based private company, preparing 2019 IPO |