Comprehensive Stock Comparison
Compare DeFi Development Corp. (DFDV) vs MongoDB, Inc. (MDB) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | MDB | 19.2% revenue growth vs DFDV's 4.8% |
| Quality / Margins | DFDV | 9.3% net margin vs MDB's -3.1% |
| Stability / Safety | DFDV | Beta 0.62 vs MDB's 1.68, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | DFDV | +5.3% vs MDB's +22.8% |
| Efficiency (ROA) | DFDV | 14.6% ROA vs MDB's -2.0%, ROIC -249.5% vs -8.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
DeFi Development Corp. is an AI-powered platform that connects commercial real estate professionals with data, software subscriptions, and value-added services. It generates revenue primarily through subscription fees for its platform access and data services, supplemented by additional service fees. The company's crypto-forward treasury strategy — allocating holdings to Solana — provides a unique financial structure that offers investors exposure to cryptocurrency markets alongside its core real estate technology business.
MongoDB is a modern database platform company that offers a flexible, document-based database system as an alternative to traditional relational databases. It generates revenue primarily through its cloud-based MongoDB Atlas service — which accounts for over 60% of total revenue — along with its on-premise Enterprise Advanced licenses and professional services. The company's key advantage is its developer-friendly document model that enables faster application development and its first-mover position in the NoSQL database market.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
DFDV leads in 2 of 6 categories (Financial Metrics, Profitability & Efficiency). MDB leads in 2 (Valuation Metrics, Total Returns). 1 tied.
Financial Metrics (TTM)
MDB is the larger business by revenue, generating $2.3B annually — 307.8x DFDV's $8M. DFDV is the more profitable business, keeping 9.3% of every revenue dollar as net income compared to MDB's -3.1%. On growth, DFDV holds the edge at +6.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $8M | $2.3B |
| EBITDAEarnings before interest/tax | $88M | -$121M |
| Net IncomeAfter-tax profit | $70M | -$71M |
| Free Cash FlowCash after capex | -$7M | $355M |
| Gross MarginGross profit ÷ Revenue | +98.3% | +71.6% |
| Operating MarginEBIT ÷ Revenue | +11.7% | -6.7% |
| Net MarginNet income ÷ Revenue | +9.3% | -3.1% |
| FCF MarginFCF ÷ Revenue | -96.0% | +15.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.5% | +18.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +39.1% | +81.0% |
Valuation Metrics
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| Market CapShares × price | $96M | $26.7B |
| Enterprise ValueMkt cap + debt − cash | $94M | $26.3B |
| Trailing P/EPrice ÷ TTM EPS | -12.47x | -189.87x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 68.24x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 45.94x | 13.32x |
| Price / BookPrice ÷ Book value/share | 9.70x | 8.80x |
| Price / FCFMarket cap ÷ FCF | — | 221.51x |
Profitability & Efficiency
DFDV delivers a 28.8% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $-2 for MDB. DFDV carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to MDB's 0.01x. On the Piotroski fundamental quality scale (0–9), MDB scores 5/9 vs DFDV's 4/9, reflecting solid financial health.
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +28.8% | -2.5% |
| ROA (TTM)Return on assets | +14.6% | -2.0% |
| ROICReturn on invested capital | -2.5% | -8.6% |
| ROCEReturn on capital employed | -61.3% | -8.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 0.01x |
| Net DebtTotal debt minus cash | -$3M | -$454M |
| Cash & Equiv.Liquid assets | $3M | $490M |
| Total DebtShort + long-term debt | $13,933 | $37M |
| Interest CoverageEBIT ÷ Interest expense | 25.03x | -9.95x |
Total Returns (with DRIP)
A $10,000 investment in MDB five years ago would be worth $8,315 today (with dividends reinvested), compared to $7,963 for DFDV. Over the past 12 months, DFDV leads with a +532.7% total return vs MDB's +22.8%. The 3-year compound annual growth rate (CAGR) favors MDB at 16.2% vs DFDV's -7.3% — a key indicator of consistent wealth creation.
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -34.8% | -17.8% |
| 1-Year ReturnPast 12 months | +532.7% | +22.8% |
| 3-Year ReturnCumulative with dividends | -20.4% | +56.8% |
| 5-Year ReturnCumulative with dividends | -20.4% | -16.9% |
| 10-Year ReturnCumulative with dividends | -20.4% | +924.2% |
| CAGR (3Y)Annualised 3-year return | -7.3% | +16.2% |
Risk & Volatility
DFDV is the less volatile stock with a 0.62 beta — it tends to amplify market swings less than MDB's 1.68 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MDB currently trades 73.9% from its 52-week high vs DFDV's 6.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.62x | 1.68x |
| 52-Week HighHighest price in past year | $53.88 | $444.72 |
| 52-Week LowLowest price in past year | $0.54 | $140.78 |
| % of 52W HighCurrent price vs 52-week peak | +6.5% | +73.9% |
| RSI (14)Momentum oscillator 0–100 | 40.4 | 43.7 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 1.2M |
Analyst Outlook
Consensus price targets imply 618.4% upside for DFDV (target: $25) vs 33.1% for MDB (target: $437).
| Metric | DFDVDeFi Development … | MDBMongoDB, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | $25.00 | $437.20 |
| # AnalystsCovering analysts | — | 44 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jul 23 | Feb 26 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 100 | 108.24 | +8.2% |
| MongoDB, Inc. (MDB) | 100 | 87.78 | -12.2% |
MongoDB, Inc. (MDB) returned -17% over 5 years vs DeFi Development Co… (DFDV)'s -20%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | $2M | $2M | +34.5% |
| MongoDB, Inc. (MDB) | $65M | $2.0B | +2974.0% |
MongoDB, Inc.'s revenue grew from $65M (2016) to $2.0B (2025) — a 46.3% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 20.4% | -129.9% | -735.5% |
| MongoDB, Inc. (MDB) | -112.6% | -6.4% | +94.3% |
MongoDB, Inc.'s net margin went from -113% (2016) to -6% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| DeFi Development Co… (DFDV) | 0.04 | -0.28 | -864.7% |
| MongoDB, Inc. (MDB) | -6.34 | -1.73 | +72.7% |
MongoDB, Inc.'s EPS grew from $-6.34 (2016) to $-1.73 (2025).
Chart 5Free Cash Flow — 5 Years
DeFi Development Corp. generated $-2M FCF in 2024 (-3803% vs 2021). MongoDB, Inc. generated $121M FCF in 2025 (+322% vs 2021).
DFDV vs MDB: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is DFDV or MDB a better buy right now?
Analysts rate MongoDB, Inc. (MDB) a "Buy" — based on 44 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — DFDV or MDB?
Over the past 5 years, MongoDB, Inc. (MDB) delivered a total return of -16.9%, compared to -20.4% for DeFi Development Corp. (DFDV). A $10,000 investment in MDB five years ago would be worth approximately $8K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MDB returned +924.2% versus DFDV's -20.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — DFDV or MDB?
By beta (market sensitivity over 5 years), DeFi Development Corp. (DFDV) is the lower-risk stock at 0.62β versus MongoDB, Inc.'s 1.68β — meaning MDB is approximately 172% more volatile than DFDV relative to the S&P 500. On balance sheet safety, DeFi Development Corp. (DFDV) carries a lower debt/equity ratio of 0% versus 1% for MongoDB, Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — DFDV or MDB?
MongoDB, Inc. (MDB) is the more profitable company, earning -6.4% net margin versus -129.9% for DeFi Development Corp. — meaning it keeps -6.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MDB leads at -10.8% versus -143.0% for DFDV. At the gross margin level — before operating expenses — DFDV leads at 98.5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Is DFDV or MDB more undervalued right now?
Analyst consensus price targets imply the most upside for DFDV: 618.4% to $25.00.
06Which pays a better dividend — DFDV or MDB?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is DFDV or MDB better for a retirement portfolio?
For long-horizon retirement investors, DeFi Development Corp. (DFDV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.62)). MongoDB, Inc. (MDB) carries a higher beta of 1.68 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DFDV: -20.4%, MDB: +924.2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between DFDV and MDB?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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