analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CFLT: 1—SNOW: 4wins
Rule of 40
26.3CFLT
54.0SNOW
check_circleSNOW leads
Revenue Growth
21.1%CFLT
32.1%SNOW
check_circleSNOW leads
Gross Margin
74%CFLT
67%SNOW
check_circleCFLT leads
FCF Margin
5.2%CFLT
21.9%SNOW
check_circleSNOW leads
Operating Margin
-32.6%CFLT
-30.1%SNOW
check_circleSNOW leads
NRR
—CFLT
—SNOW
Metric
Rule of 40Efficiency score
CFLT
26.3
SNOW
54.0check_circle
Revenue GrowthYoY
CFLT
21.1%
SNOW
32.1%check_circle
Gross Margin% of revenue
CFLT
74%check_circle
SNOW
67%
FCF MarginFree cash flow
CFLT
5.2%
SNOW
21.9%check_circle
Operating MarginGAAP
CFLT
-32.6%
SNOW
-30.1%check_circle
NRRNet retention
CFLT
N/A
SNOW
N/A
EV / RevenueValuation multiple
CFLT
10.1xcheck_circle
SNOW
16.7x
Market CapUSD
CFLT
$11.1B
SNOW
$82.6Bcheck_circle
ARR GrowthYoY
CFLT
N/A
SNOW
N/A
CAC PaybackMonths to recover
CFLT
N/A
SNOW
N/A
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insights
Analysis
As of Q4 2025, Confluent, Inc. trades at 10.1x EV/Revenue versus Snowflake Inc. at 16.7x. On the Rule of 40, Confluent, Inc. scores 26.3 compared to Snowflake Inc.'s 54.0, placing Snowflake Inc. ahead in operating efficiency. Gross margins stand at Confluent, Inc. 74% vs Snowflake Inc. 67%.
Sector Context
Both companies operate in the Data & Analytics sector. The median columns above show where each company stands relative to their peers.