Snowflake Inc. (SNOW) — the peer cohort
As of 2026-10-30 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Snowflake Inc. ranks 16 of 16 in its cohort on the Closelooknet composite (46/100) — the cohort is led by Workday Inc at 66/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| SNOW Snowflake Inc. | 46 | 89 | 32 | 9 | watch | 14.1% |
| WDAY Workday Inc | 66 | 83 | 63 | 44 | bear | 21.8% |
| INTU Intuit Inc | 65 | 32 | 84 | 59 | neutral | 52.6% |
| PLTR Palantir Technologies Inc. | 65 | 86 | 90 | 12 | neutral | 7.8% |
| CRM Salesforce.com Inc | 65 | 83 | 75 | 54 | bear | 14% |
| MNDY Monday.Com Ltd | 62 | 63 | 51 | 49 | bear | 55% |
| RDDT Reddit, Inc. | 62 | 27 | 84 | 38 | bear | 50.8% |
| TWLO Twilio Inc | 61 | 84 | 44 | 30 | bear | 21.6% |
| QCOM Qualcomm Incorporated | 60 | 63 | 77 | 51 | bull | 28.4% |
| VEEV Veeva Systems Inc Class A | 60 | 95 | 75 | 28 | neutral | 4.8% |
| SHOP Shopify Inc | 58 | 89 | 57 | 15 | neutral | 8.4% |
| MSFT Microsoft Corporation | 57 | 85 | 82 | 27 | neutral | 3.9% |
| PTC PTC Inc | 57 | 90 | 86 | 42 | neutral | 5.8% |
| ADBE Adobe Inc. | 66 | 48 | 92 | 59 | bear | 31.8% |
| YMM Full Truck Alliance Co Ltd ADR | 63 | 29 | 68 | 77 | warn | 35% |
| KXS.TO Kinaxis Inc | 63 | 88 | 72 | 27 | ok | 3.7% |
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 2026-10-30
Quick answers
Who are Snowflake Inc.'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), Monday.Com Ltd (MNDY), Reddit, Inc. (RDDT), Twilio Inc (TWLO), Qualcomm Incorporated (QCOM) and others.
How does SNOW score against its peers?
Snowflake Inc.'s composite reads 46/100, ranking 16 of 16 in its cohort as of 2026-10-30; the cohort's highest composite is Workday Inc at 66/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where SNOW appears in the diary — 38 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
Snowflake provides the governed data warehouse agents query for analytical context.
- 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.
101 and glossary
- ABR — Agent Beneficiary Ratio: Scoring AI Disruption Impact
Key Companies NVDA NVIDIA Natural Position — infrastructure provider CRM Salesforce Cannibalize or Die — Agentforce pivot SNOW Snowflake Natural Position — data infrastructure for agents ZEN Zendesk Terminal — agents replace tier-1 support
- Agentic AI Adoption Curve: Where We Are and What Comes Next
Key Companies CRM Salesforce Agentforce adoption as leading indicator MSFT Microsoft Copilot/agent platform — largest distribution ANTH Anthropic Agent framework + tool use (private) SNOW Snowflake Data infrastructure for agent workloads
- Agentic AI: Who Eats Whose Lunch — A Concrete Winner/Loser Map
Cloud compute: AWS, Azure, GCP — agents run on their infrastructure Data platforms: Snowflake, Databricks — agents need data to act on Observability: Datadog, Elastic — monitoring agent behavior at scale Semiconductor: The entire 6-layer…
- AI Infrastructure Outlook 2026: Layers, Risks, and Positioning
Snowflake, Datadog, and Confluent benefit from the inference-side of AI spending.
- SaaSpocalypse: Why Agentic AI Destroys the SaaS Pricing Moat
Snowflake, Databricks, and MongoDB provide the data layer that agents consume.
- The 6-Layer Model: How Closelooknet Maps the AI Supply Chain
Layer 5 — Data Platforms: Snowflake, Datadog, Confluent, Elastic.
- Work-as-a-Service: The Post-SaaS Business Model
Similar to Snowflake's compute credits model.
Dailies
- Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%
The software fund IGV is up 0.8% at 106.86, ServiceNow +2.2%, Oracle +2.1% to 132.27, Snowflake +1.7%.
- AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the week
AI apps — software sold on Friday: IGV −4.8%; Snowflake −8.4%, Palo Alto −7.6%, Palantir −7.2%
- Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still bought
Software follows: the software fund IGV +1.7%, Palantir +5.0%, Snowflake +3.4%.
- Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is green
Chips fall for an eighth day and software joins them: CrowdStrike, Snowflake and Palo Alto −7%.
- AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%
DigitalOcean is down to $102.62 with no company news found; Cloudflare $310.30, Datadog −2.0%, Snowflake −2.3%.
- Korea — Kospi −3.5% on its first day back as chipmakers catch up; SpaceX deal sinks T-Mobile 13%
Software, second day up — cloud fund CLOU +3.9%, Snowflake +7.4%, Datadog +7.1%, Palantir +5.2% to a record
- AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software rises
The sell-off hit the build-out — Broadcom −4.4%, Micron −4.8%, Oracle −5.5%, CoreWeave −7.8% — while application software rose: Atlassian +4.0%, Adobe +3.6%, Snowflake +3.2%, cloud fund WCLD +1.5%.
- AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuel
The data and monitoring layer: Datadog +5.7%, Snowflake +4.8%, Cloudflare +4.2%
Related in the Closelooknet universe
same Closelooknet index seat first, then Software - Application. 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
- MNDY Monday.Com Ltd
- RDDT Reddit, Inc.
- TWLO Twilio Inc
- QCOM Qualcomm Incorporated
- VEEV Veeva Systems Inc Class A
- SHOP Shopify Inc
- MSFT Microsoft Corporation
- PTC PTC Inc
- ADBE Adobe Inc.industry
- YMM Full Truck Alliance Co Ltd ADRindustry
- KXS.TO Kinaxis Incindustry
- NICE Nice Ltd ADRindustry
- DSY.PA Dassault Systemes SEindustry
- HUBS HubSpot Incindustry
- BRZE Braze Incindustry
- DFIN Donnelley Financial Solutions Incindustry