Investment Comparison: GitLab vs MongoDB
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: Fool
- GitLab Overview: GitLab serves over 50 million registered users and more than half of the Fortune 100 companies with a unified platform for software development, security, and operations, achieving nearly $955.2 million in revenue for FY 2026, a 25.8% increase, despite a net loss of $56 million, highlighting profitability challenges.
- MongoDB Market Performance: MongoDB's revenue reached close to $2.5 billion in FY 2026, representing a 22.8% growth, with its Atlas database-as-a-service contributing significantly to revenue, although it reported a net loss of approximately $71.2 million, its net margin improved to negative 2.9%, indicating a move towards breakeven.
- Financial Health: Both companies exhibit strong financial health, with GitLab's debt-to-equity ratio at 0.0x indicating no debt, while MongoDB boasts a current ratio of 4.7x, demonstrating strong short-term debt coverage, and free cash flows of approximately $222 million and $500.2 million respectively.
- Competition and Risk Analysis: GitLab faces intense competition from Microsoft and Atlassian, along with legal risks related to its China joint venture; MongoDB's reliance on Atlas exposes it to competition from legacy providers like Oracle and IBM, while its specific licensing model and vulnerability to ransomware raise concerns for investors.
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Analyst Views on GTLB
Wall Street analysts forecast GTLB stock price to rise
24 Analyst Rating
13 Buy
10 Hold
1 Sell
Moderate Buy
Current: 32.850
Low
34.00
Averages
50.86
High
72.00
Current: 32.850
Low
34.00
Averages
50.86
High
72.00
About GTLB
GitLab Inc. provides DevSecOps Platform, is built on a single codebase, unified data model, and user interface. The Company offers customers flexible deployment options, including a self-managed offering, as well as multi-tenant and single-tenant (GitLab Dedicated) software-as-a-service (SaaS) solutions. It offers the DevSecOps Platform in three different subscription tiers, namely Free, Premium and Ultimate. The DevSecOps Platform enables its customers to move their DevOps workflow across any hybrid or multi-cloud environment. Its subscription plans are available as a self-managed offering that customers download to run in their own on-premises environment or hybrid cloud environments, and also a SaaS offering, which is offered as either multi-tenant or single-tenant (called GitLab Dedicated). The Company also provides related training and professional services. Its SaaS products provide access to hosted software as well as support.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Insider Buying at RH and GitLab by Executives
- RH Executive Purchase: Carlos Alberini bought 11,388 shares of RH on Monday at $160.90 each, totaling $1.83 million, with a current gain of 6.9% based on a trading high of $172.00, indicating strong short-term profit potential.
- Positive Market Performance: RH's stock rose approximately 3.4% on Thursday, reflecting optimistic market sentiment towards the company's outlook, which may attract further capital inflows.
- GitLab CEO Purchase: William Staples purchased 4,188 shares of GitLab on Tuesday at $29.36 each, totaling $122,960, demonstrating his confidence in the company's future growth prospects.
- Historical Investment Returns: Staples has invested a total of $253,092 in GitLab over the past year at an average price of $27.26 per share, currently realizing a gain of about 10.5%, showcasing the effectiveness of his investment strategy.
See More
Investment Comparison: GitLab vs MongoDB
- GitLab Overview: GitLab serves over 50 million registered users and more than half of the Fortune 100 companies with a unified platform for software development, security, and operations, achieving nearly $955.2 million in revenue for FY 2026, a 25.8% increase, despite a net loss of $56 million, highlighting profitability challenges.
- MongoDB Market Performance: MongoDB's revenue reached close to $2.5 billion in FY 2026, representing a 22.8% growth, with its Atlas database-as-a-service contributing significantly to revenue, although it reported a net loss of approximately $71.2 million, its net margin improved to negative 2.9%, indicating a move towards breakeven.
- Financial Health: Both companies exhibit strong financial health, with GitLab's debt-to-equity ratio at 0.0x indicating no debt, while MongoDB boasts a current ratio of 4.7x, demonstrating strong short-term debt coverage, and free cash flows of approximately $222 million and $500.2 million respectively.
- Competition and Risk Analysis: GitLab faces intense competition from Microsoft and Atlassian, along with legal risks related to its China joint venture; MongoDB's reliance on Atlas exposes it to competition from legacy providers like Oracle and IBM, while its specific licensing model and vulnerability to ransomware raise concerns for investors.
See More
Comparative Analysis of Growth and Risks: GitLab vs. Snowflake
- GitLab Financial Performance: For the fiscal year 2026, GitLab reported revenue of $955.2 million, reflecting a 25.8% year-over-year growth, despite a net loss of nearly $56 million, resulting in a net margin of -5.9%, indicating ongoing efforts to improve profitability.
- Snowflake Customer Base: As of January 31, 2026, Snowflake had 13,328 customers, including 790 from the Forbes Global 2000, with FY 2026 revenue reaching $4.7 billion, a 29.2% increase year-over-year, although it reported a net loss of $1.3 billion and a net margin of -28.4%.
- Competitive Risk Analysis: GitLab faces intense competition from Microsoft and Atlassian, which may lead to pricing pressure, while also managing risks associated with its AI strategy; conversely, Snowflake contends with dual competitive risks from Amazon and Microsoft, and its consumption-based model may introduce financial volatility.
- Valuation Comparison: GitLab's forward P/E ratio stands at 32.7x with a P/S ratio of 4.7x, making it appear more attractively priced relative to its revenue growth and improving net margin profile compared to Snowflake's forward P/E of 120.5x and P/S of 17.2x.
See More
Investment Comparison Between GitLab and Snowflake
- Market Performance Comparison: GitLab achieved $955.2 million in revenue for FY 2026, reflecting a 25.8% year-over-year growth, although it reported a net loss of nearly $56 million, indicating significant improvement in net margin compared to two years prior, showcasing its strong growth potential in the developer workflow space.
- Financial Health Status: As of January 2026, GitLab's debt-to-equity ratio stands at zero with a current ratio of 2.5, indicating strong short-term liquidity, while Snowflake's debt-to-equity ratio is 1.4 with a current ratio of 1.3, highlighting financial pressures amid rapid expansion.
- Competitive Environment Analysis: GitLab faces intense competition from established players like Microsoft and Atlassian, leading to persistent pricing pressure, whereas Snowflake navigates unique risks as it partners with Amazon while also competing against it, illustrating the distinct challenges both companies face in the market.
- Future Growth Potential: While GitLab may experience sales pressure due to the impact of AI technologies, its large user base remains a strength, whereas Snowflake is expected to benefit from increasing demand for data-driven solutions, positioning it as a more attractive long-term investment opportunity.
See More
GitLab, Commvault, and Flywire Stocks Rise Amid Falling Treasury Yields
- Market Rebound: GitLab's stock rose 4.4% after the 10-year Treasury yield fell below 4.5%, providing valuation relief for software companies and indicating a recovery in market confidence towards high-growth SaaS firms.
- Commvault's Strong Performance: Data storage company Commvault saw its stock increase by 4.1%, reflecting improved investor expectations for future cash flows, particularly in the context of declining interest rates, which enhances its competitive position.
- Flywire's Stock Surge: Payments software company Flywire's shares jumped 5.6%, indicating optimistic market sentiment regarding its business outlook, despite experiencing 12 moves greater than 5% in the past year, suggesting ongoing volatility.
- Macroeconomic Impact: With the 10-year Treasury yield dropping to 4.41%, valuations across the software sector improved, and customers who deferred purchasing decisions during geopolitical uncertainty are now likely to resume buying, driving a recovery in the enterprise software market.
See More
Investment Comparison: GitLab vs Oracle
- GitLab Growth Momentum: GitLab reported approximately $955.2 million in revenue for FY 2026, reflecting a 25.8% year-over-year growth despite a net loss of $56 million, indicating strong market demand for its development tools and enhancing its competitive position in the software development sector.
- Oracle Financial Stability: Oracle's revenue for FY 2026 reached nearly $67.4 billion, up 17.4% from the previous year, with a net income of approximately $17.1 billion and a net margin of 25.4%, showcasing its robust profitability in cloud services and AI infrastructure, thereby solidifying its market leadership.
- Risks and Challenges: GitLab faces risks related to its history of net losses and difficulties in revenue forecasting under a usage-based billing model, alongside intense competition from established players like Microsoft and Atlassian, which could impact its market share and investor confidence.
- Valuation Discrepancy: GitLab's forward P/E ratio stands at 32.7x, significantly higher than Oracle's 23.3x, suggesting that while GitLab's growth potential attracts investors, Oracle's stable profitability and lower valuation multiples make it more appealing among investors.
See More
Insider Buying at RH and GitLab by Executives
- RH Executive Purchase: Carlos Alberini bought 11,388 shares of RH on Monday at $160.90 each, totaling $1.83 million, with a current gain of 6.9% based on a trading high of $172.00, indicating strong short-term profit potential.
- Positive Market Performance: RH's stock rose approximately 3.4% on Thursday, reflecting optimistic market sentiment towards the company's outlook, which may attract further capital inflows.
- GitLab CEO Purchase: William Staples purchased 4,188 shares of GitLab on Tuesday at $29.36 each, totaling $122,960, demonstrating his confidence in the company's future growth prospects.
- Historical Investment Returns: Staples has invested a total of $253,092 in GitLab over the past year at an average price of $27.26 per share, currently realizing a gain of about 10.5%, showcasing the effectiveness of his investment strategy.
See More
Investment Comparison: GitLab vs MongoDB
- GitLab Overview: GitLab serves over 50 million registered users and more than half of the Fortune 100 companies with a unified platform for software development, security, and operations, achieving nearly $955.2 million in revenue for FY 2026, a 25.8% increase, despite a net loss of $56 million, highlighting profitability challenges.
- MongoDB Market Performance: MongoDB's revenue reached close to $2.5 billion in FY 2026, representing a 22.8% growth, with its Atlas database-as-a-service contributing significantly to revenue, although it reported a net loss of approximately $71.2 million, its net margin improved to negative 2.9%, indicating a move towards breakeven.
- Financial Health: Both companies exhibit strong financial health, with GitLab's debt-to-equity ratio at 0.0x indicating no debt, while MongoDB boasts a current ratio of 4.7x, demonstrating strong short-term debt coverage, and free cash flows of approximately $222 million and $500.2 million respectively.
- Competition and Risk Analysis: GitLab faces intense competition from Microsoft and Atlassian, along with legal risks related to its China joint venture; MongoDB's reliance on Atlas exposes it to competition from legacy providers like Oracle and IBM, while its specific licensing model and vulnerability to ransomware raise concerns for investors.
See More
Comparative Analysis of Growth and Risks: GitLab vs. Snowflake
- GitLab Financial Performance: For the fiscal year 2026, GitLab reported revenue of $955.2 million, reflecting a 25.8% year-over-year growth, despite a net loss of nearly $56 million, resulting in a net margin of -5.9%, indicating ongoing efforts to improve profitability.
- Snowflake Customer Base: As of January 31, 2026, Snowflake had 13,328 customers, including 790 from the Forbes Global 2000, with FY 2026 revenue reaching $4.7 billion, a 29.2% increase year-over-year, although it reported a net loss of $1.3 billion and a net margin of -28.4%.
- Competitive Risk Analysis: GitLab faces intense competition from Microsoft and Atlassian, which may lead to pricing pressure, while also managing risks associated with its AI strategy; conversely, Snowflake contends with dual competitive risks from Amazon and Microsoft, and its consumption-based model may introduce financial volatility.
- Valuation Comparison: GitLab's forward P/E ratio stands at 32.7x with a P/S ratio of 4.7x, making it appear more attractively priced relative to its revenue growth and improving net margin profile compared to Snowflake's forward P/E of 120.5x and P/S of 17.2x.
See More
Investment Comparison Between GitLab and Snowflake
- Market Performance Comparison: GitLab achieved $955.2 million in revenue for FY 2026, reflecting a 25.8% year-over-year growth, although it reported a net loss of nearly $56 million, indicating significant improvement in net margin compared to two years prior, showcasing its strong growth potential in the developer workflow space.
- Financial Health Status: As of January 2026, GitLab's debt-to-equity ratio stands at zero with a current ratio of 2.5, indicating strong short-term liquidity, while Snowflake's debt-to-equity ratio is 1.4 with a current ratio of 1.3, highlighting financial pressures amid rapid expansion.
- Competitive Environment Analysis: GitLab faces intense competition from established players like Microsoft and Atlassian, leading to persistent pricing pressure, whereas Snowflake navigates unique risks as it partners with Amazon while also competing against it, illustrating the distinct challenges both companies face in the market.
- Future Growth Potential: While GitLab may experience sales pressure due to the impact of AI technologies, its large user base remains a strength, whereas Snowflake is expected to benefit from increasing demand for data-driven solutions, positioning it as a more attractive long-term investment opportunity.
See More
GitLab, Commvault, and Flywire Stocks Rise Amid Falling Treasury Yields
- Market Rebound: GitLab's stock rose 4.4% after the 10-year Treasury yield fell below 4.5%, providing valuation relief for software companies and indicating a recovery in market confidence towards high-growth SaaS firms.
- Commvault's Strong Performance: Data storage company Commvault saw its stock increase by 4.1%, reflecting improved investor expectations for future cash flows, particularly in the context of declining interest rates, which enhances its competitive position.
- Flywire's Stock Surge: Payments software company Flywire's shares jumped 5.6%, indicating optimistic market sentiment regarding its business outlook, despite experiencing 12 moves greater than 5% in the past year, suggesting ongoing volatility.
- Macroeconomic Impact: With the 10-year Treasury yield dropping to 4.41%, valuations across the software sector improved, and customers who deferred purchasing decisions during geopolitical uncertainty are now likely to resume buying, driving a recovery in the enterprise software market.
See More
Investment Comparison: GitLab vs Oracle
- GitLab Growth Momentum: GitLab reported approximately $955.2 million in revenue for FY 2026, reflecting a 25.8% year-over-year growth despite a net loss of $56 million, indicating strong market demand for its development tools and enhancing its competitive position in the software development sector.
- Oracle Financial Stability: Oracle's revenue for FY 2026 reached nearly $67.4 billion, up 17.4% from the previous year, with a net income of approximately $17.1 billion and a net margin of 25.4%, showcasing its robust profitability in cloud services and AI infrastructure, thereby solidifying its market leadership.
- Risks and Challenges: GitLab faces risks related to its history of net losses and difficulties in revenue forecasting under a usage-based billing model, alongside intense competition from established players like Microsoft and Atlassian, which could impact its market share and investor confidence.
- Valuation Discrepancy: GitLab's forward P/E ratio stands at 32.7x, significantly higher than Oracle's 23.3x, suggesting that while GitLab's growth potential attracts investors, Oracle's stable profitability and lower valuation multiples make it more appealing among investors.
See More
