I hate to be That Guy, but I think this demands a bit more rigor. $1.2B is certainly a big number, but let's unpack what it means. Do you think it's impossible that MongoDB gets to $100M of net income? For a company that sells to the enterprise and whose product has significant adoption, that definitely doesn't sound implausible to me.
Given their financials and growth figures, how would you value MongoDB?
Given their financials and growth figures, how would you value MongoDB?