MongoDB (MDB) — the peer cohort
As of 2026-10-09 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
MongoDB ranks 16 of 16 in its cohort on the Closelooknet composite (50/100) — the cohort is led by Joint Stock Company Kaspi.kz at 68/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| MDB MongoDB | 50 | 76 | 39 | 17 | bear | 21.5% |
| WDAY Workday Inc | 66 | 76 | 62 | 48 | bear | 24.8% |
| INTU Intuit Inc | 65 | 23 | 84 | 67 | bear | 56.6% |
| PLTR Palantir Technologies Inc. | 65 | 92 | 90 | 11 | bull | 4.2% |
| CRM Salesforce.com Inc | 65 | 78 | 73 | 60 | bull | 15.1% |
| RDDT Reddit, Inc. | 62 | 27 | 84 | 37 | neutral | 44.7% |
| TWLO Twilio Inc | 62 | 94 | 41 | 31 | bull | 10.6% |
| MNDY Monday.Com Ltd | 61 | 48 | 49 | 56 | bull | 59.7% |
| VEEV Veeva Systems Inc Class A | 60 | 95 | 73 | 31 | bull | 8.3% |
| GOOGL Alphabet Inc Class A | 58 | 55 | 77 | 38 | bull | 14.8% |
| MSFT Microsoft Corporation | 58 | 90 | 83 | 30 | watch | 5.2% |
| OKTA Okta Inc | 58 | 99 | 47 | 20 | watch | 2.8% |
| SAP SAP SE ADR | 58 | 70 | 75 | 36 | bull | 24.5% |
| KSPI Joint Stock Company Kaspi.kz | 68 | 72 | 86 | 97 | info | 15.4% |
| TMICY Trend Micro Inc ADR | 68 | 82 | 79 | 74 | bull | 16.6% |
| NTAP NetApp Inc | 67 | 98 | 85 | 38 | neutral | 3% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-09
Quick answers
Who are MongoDB's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Salesforce.com Inc (CRM), Reddit, Inc. (RDDT), Twilio Inc (TWLO), Monday.Com Ltd (MNDY), Veeva Systems Inc Class A (VEEV) and others.
How does MDB score against its peers?
MongoDB's composite reads 50/100, ranking 16 of 16 in its cohort as of 2026-10-09; the cohort's highest composite is Joint Stock Company Kaspi.kz at 68/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where MDB appears in the diary — 15 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Application Software: The SaaSpocalypse MapVertical agents, copilots, and which enterprise software companies survive AI disruption — and which don't.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
MongoDB offers the flexible document store for agent state and configuration.
- Agentic Application Software: The SaaSpocalypse Map
Long AI infrastructure from Strand 2: Datadog (DDOG — observability gravity), Cloudflare (NET — edge distribution), Snowflake (SNOW — data gravity), MongoDB (MDB — developer ecosystem), Pure Storage (PSTG — ICMS context memory), Elastic…
- Agentic Infrastructure Software: The Orchestration Layer
The hardware requires all-flash array partners (Pure Storage, NetApp, Dell) to build the physical boxes, while software platforms (Elastic, MongoDB, Snowflake) organize and query the data.
Dailies
- Bonds — the long end breaks: 30-year at 5.56%, gold -3.9%; MongoDB sinks 18% as Meta moves in
Meta's new enterprise unit took MongoDB's chief executive (-18.5%) and sent per-user software lower; Nvidia rose 1.7%.
- Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78
Large caps lag: Apple $331.69 (-1.98%), Alphabet $338.88 (-1.13%), Tesla $353.57 (-1.09%); Palo Alto Networks $382.41 (-2.47%), MongoDB $328.00 (-2.00%) after its 18% drop
- Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%
Meta starts a business unit that sells its AI stack to companies and hires MongoDB's chief to build it: MongoDB drops 18%, Atlassian 4.8%, ServiceNow 3.3%.
- Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shut
- Chips jump 3% while software falls 2% — the hot jobs report has split the tech trade in two
MongoDB entered at 434.21 and sits near 384.45, well under the 421.18 line.
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Today’s close grades Tuesday night: Dell and GitLab paid, MongoDB and Palo Alto sold, unless Friday changes it
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
In the eight-layer stack the thesis describes, Snowflake (context) reported a third quarter of accelerating growth and jumped 20% after hours; MongoDB (operational state) beat and fell 13.5%; Palo Alto (identity) beat and fell 9.3%…
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
In the regular session Dell rose 15.8% and GitLab 10%, while MongoDB fell 13.5% and Palo Alto 9.3%.
Related in the Closelooknet universe
same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- WDAY Workday Inc
- INTU Intuit Inc
- PLTR Palantir Technologies Inc.
- CRM Salesforce.com Inc
- RDDT Reddit, Inc.
- TWLO Twilio Inc
- MNDY Monday.Com Ltd
- VEEV Veeva Systems Inc Class A
- GOOGL Alphabet Inc Class A
- MSFT Microsoft Corporation
- OKTA Okta Inc
- SAP SAP SE ADR
- KSPI Joint Stock Company Kaspi.kzindustry
- TMICY Trend Micro Inc ADRindustry
- NTAP NetApp Incindustry
- FTNT Fortinet Incindustry
- 1N8.DE ADYEN N.V. EO-01industry
- PAYP PayPay Corporation American Depository Sharesindustry
- YSN.DE secunet Security Networks Aktiengesellschaftindustry
- GTLB Gitlab Incindustry