Confluent, Inc. vs Momentive Global Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CFLT: 3—MNTV: 2wins
Rule of 40
26.3CFLT
9.2MNTV
check_circleCFLT leads
Revenue Growth
21.1%CFLT
7.6%MNTV
check_circleCFLT leads
Gross Margin
74%CFLT
82%MNTV
check_circleMNTV leads
FCF Margin
5.2%CFLT
1.6%MNTV
check_circleCFLT leads
Operating Margin
-32.6%CFLT
-20.6%MNTV
check_circleMNTV leads
NRR
—CFLT
—MNTV
Metric
Rule of 40Efficiency score
CFLT
26.3check_circle
MNTV
9.2
Revenue GrowthYoY
CFLT
21.1%check_circle
MNTV
7.6%
Gross Margin% of revenue
CFLT
74%
MNTV
82%check_circle
FCF MarginFree cash flow
CFLT
5.2%check_circle
MNTV
1.6%
Operating MarginGAAP
CFLT
-32.6%
MNTV
-20.6%check_circle
NRRNet retention
CFLT
N/A
MNTV
N/A
EV / RevenueValuation multiple
CFLT
10.1x
MNTV
2.8xcheck_circle
Market CapUSD
CFLT
$11.1Bcheck_circle
MNTV
$1.4B
ARR GrowthYoY
CFLT
N/A
MNTV
N/A
CAC PaybackMonths to recover
CFLT
N/A
MNTV
N/A
insights
Analysis
As of Q4 2025, Confluent, Inc. trades at 10.1x EV/Revenue versus Momentive Global Inc. at 2.8x. On the Rule of 40, Confluent, Inc. scores 26.3 compared to Momentive Global Inc.'s 9.2, placing Confluent, Inc. ahead in operating efficiency. Gross margins stand at Confluent, Inc. 74% vs Momentive Global Inc. 82%.
Sector Context
Both companies operate in the Data & Analytics sector. The median columns above show where each company stands relative to their peers.