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Is MongoDB (MDB) a takeover target?

A leveraged buyout does not work for MongoDB on its latest figures: its EBITDA margin is only 0.3% ($8.4M on revenue of $2.8B), too thin to carry buyout debt. Historically 3.2% of companies with its figures were bought within a year (0.63× the average).

Share price$352.96
Market value$28.9B
Enterprise value$26.5B
Cash$2.4B
Debt$0
Revenue, 12 months$2.8B
Revenue growth+25%
EBITDA, 12 months$8.4M

Why a leveraged buyout does not fit

MongoDB kept 0.3% of its revenue as EBITDA over the last 12 months ($8.4M on $2.8B). A margin that thin cannot carry the debt a leveraged buyout needs — a small dip in sales would leave nothing for interest — so the model gives no buyout price.

What a takeover could cost

Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, MongoDB would cost about $458.85 a share, $37.6B for all its shares.

Premium%Price a shareAll shares
Low end (a quarter of deals paid less)12%$395.32$32.4B
Median30%$458.85$37.6B
High end (a quarter paid more)31%$462.38$37.9B

The odds, from history

Historically 3.2% of companies with its figures were bought within a year (0.63× the average). Its figures put it in decile 2 of 10 (10 = the most likely to be bought). The odds come from a model of every merger proxy, tender-offer response and going-private statement filed on EDGAR since 2011, set against each company's size, margins, debt, cash flow and growth the year before.

MongoDB's latest quarter

MongoDB, Q2 FY27: revenue $772M (+30% year over year), operating margin 3.7%, net earnings $40.9M, operating cash flow $142M. The chart follows the revenue to costs, profit and cash.

Questions

Is MongoDB being acquired?

No headline, 8-K or 13D about a sale is on file in the last year.

Could private equity buy MongoDB?

A leveraged buyout does not work for MongoDB on its latest figures: its EBITDA margin is only 0.3% ($8.4M on revenue of $2.8B), too thin to carry buyout debt. A margin that thin leaves almost nothing to pay interest with, so buyout debt does not fit.

What would a takeover of MongoDB cost?

Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, MongoDB would cost about $458.85 a share, $37.6B for all its shares.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.