analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CFLT: 1—MDB: 4wins
Rule of 40
26.3CFLT
39.7MDB
check_circleMDB leads
Revenue Growth
21.1%CFLT
22.4%MDB
check_circleMDB leads
Gross Margin
74%CFLT
72%MDB
check_circleCFLT leads
FCF Margin
5.2%CFLT
17.3%MDB
check_circleMDB leads
Operating Margin
-32.6%CFLT
-6.6%MDB
check_circleMDB leads
NRR
—CFLT
—MDB
Metric
Rule of 40Efficiency score
CFLT
26.3
MDB
39.7check_circle
Revenue GrowthYoY
CFLT
21.1%
MDB
22.4%check_circle
Gross Margin% of revenue
CFLT
74%check_circle
MDB
72%
FCF MarginFree cash flow
CFLT
5.2%
MDB
17.3%check_circle
Operating MarginGAAP
CFLT
-32.6%
MDB
-6.6%check_circle
NRRNet retention
CFLT
N/A
MDB
N/A
EV / RevenueValuation multiple
CFLT
10.1xcheck_circle
MDB
11.4x
Market CapUSD
CFLT
$11.1B
MDB
$28.2Bcheck_circle
ARR GrowthYoY
CFLT
N/A
MDB
N/A
CAC PaybackMonths to recover
CFLT
N/A
MDB
N/A
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insights
Analysis
As of Q4 2025, Confluent, Inc. trades at 10.1x EV/Revenue versus MongoDB, Inc. at 11.4x. On the Rule of 40, Confluent, Inc. scores 26.3 compared to MongoDB, Inc.'s 39.7, placing MongoDB, Inc. ahead in operating efficiency. Gross margins stand at Confluent, Inc. 74% vs MongoDB, Inc. 72%.
Sector Context
Both companies operate in the Data & Analytics sector. The median columns above show where each company stands relative to their peers.