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No. of Recommendations: 10
To me personally, this is a very interesting match. I am interested in both companies and while SNOW is a higher rated company - based on potential, valuations and momentum NARI is quite capable of the upset.

A couple of quick Comps:

1) Market Cap:

SNOW $48.65B +/-

NARI $5.35B +/-

2) Revenue Growth Latest Report:

SNOW +116% Y/Y

NARI +144% Y/Y

3) Performance YTD:

SNOW -22.3% Give or take

NARI +24.7% Give or take

............East Regional: #6 SNOW vs #11 NARI.....................

Number 11 Seed NARI - Revolutionary Venous Disease Medical Device Star

Here is what they say about themselves:

"Inari Medical is a commercial-stage medical device company focused on developing products to treat and transform the lives of patients suffering from venous diseases. Our initial product offering consists of two minimally-invasive, novel catheter-based mechanical thrombectomy devices. We purpose-built our products for the specific characteristics of the venous system and the treatment of the two distinct manifestations of venous thromboembolism, or VTE-deep vein thrombosis and pulmonary embolism. Our ClotTriever product is FDA-cleared for the treatment of deep vein thrombosis, or DVT. Our FlowTriever product is the first thrombectomy system FDA-cleared for the treatment of pulmonary embolism, or PE."

Note: Some folks may be wondering if that long quote was necessary: Why yes....yes it was!

Investor Relations:

A Few Data Points:

Current Price: $108.28
Range: 29.55 - 127.42
About 15% Below its High

The company recently reported Q4 2020 earnings with a 12 Cent Beat on EPS and a $7M Beat on Revenue. Revenue Growth was a staggering 144% Y/Y. You can catch on it here:

Additional Report Highlights Included:

* Treated a Record 4,600 patients - increased 24% sequentially.

* Introduced Multiple new products

* 4th Qtr Gross Profit of $44.9M compared to $17.7M in the year ago QTR.

* Gross Margin of 92.4%.

Scouting Reports:

The Fool Weighs In:

Number 6 Seed SNOW - Warren Buffets Favorite Cloud-Based Data Platform!

Here is what Snow says about SNOW:

"We Bad - We Dope - We be Lit"

OK...well...they actually didn't say it exactly that way. Here is their version:

"Snowflake's founders started from scratch and built a data platform that would harness the immense power of the cloud. Thousands of customers around the world the world now mobilize their data in ways previously unimaginable with Snowflakes cloud data platform - a solution for data warehousing, data lakes, data engineering, data science, data application development and data exchange. Snowflake provides the near-unlimited scale, concurrency, and performance our customers in a variety of industries want, while delivering a single data experience that spans multiple clouds and geographies."

See...its essential the same thing.

Investor Relations:

A Few Data Points:

Current Price: $220.82
Range: #208.55 - 429.00
About 48.5% Below its High

The company reported FY4 2021 on March 3 with a Loss on EPS of 26 Cents per share while Beating on Revenue by $11.9M. Revenue Growth came in at 117%. You can catch up here:

Additional Highlights Included:

* RPO growth of 213% Y/Y.

* NRR of 168%

* 77 customers with TTM revenue of greater than $1M.

Scouting Reports:


To sum up: Just about everybody would love to own SNOW - at the right price. And its true that the valuation has been almost cut in half from it's high point - but most folks thought that sky high valuation was silly to begin with. often to you get a shot at a company dominating its space with what appears to be years and years of growth ahead of it?

NARI on the other hand is much less well known, has the market cap to prove it, and has what appears to be a life saving/changing medical products. Should those products become the standard for venous care and gain worldwide global acceptance, NARI could achieve escape velocity, defy gravity and skyrocket portfolio returns. Or something like that.

All the Best,
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