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BASE vs. MDB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BASE and MDB is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BASE vs. MDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Couchbase, Inc. (BASE) and MongoDB, Inc. (MDB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BASE:

-0.53

MDB:

-0.72

Sortino Ratio

BASE:

-0.58

MDB:

-0.88

Omega Ratio

BASE:

0.92

MDB:

0.87

Calmar Ratio

BASE:

-0.47

MDB:

-0.65

Martin Ratio

BASE:

-0.95

MDB:

-1.45

Ulcer Index

BASE:

36.57%

MDB:

33.84%

Daily Std Dev

BASE:

57.51%

MDB:

66.05%

Max Drawdown

BASE:

-79.57%

MDB:

-76.52%

Current Drawdown

BASE:

-64.48%

MDB:

-68.23%

Fundamentals

Market Cap

BASE:

$988.94M

MDB:

$15.19B

EPS

BASE:

-$1.45

MDB:

-$1.73

PS Ratio

BASE:

4.72

MDB:

7.57

PB Ratio

BASE:

7.75

MDB:

5.46

Total Revenue (TTM)

BASE:

$158.14M

MDB:

$1.56B

Gross Profit (TTM)

BASE:

$138.86M

MDB:

$1.14B

EBITDA (TTM)

BASE:

-$49.90M

MDB:

-$28.72M

Returns By Period

In the year-to-date period, BASE achieves a 17.51% return, which is significantly higher than MDB's -20.17% return.


BASE

YTD

17.51%

1M

7.51%

6M

-12.47%

1Y

-30.97%

3Y*

14.67%

5Y*

N/A

10Y*

N/A

MDB

YTD

-20.17%

1M

7.30%

6M

-44.11%

1Y

-46.86%

3Y*

-5.98%

5Y*

-3.34%

10Y*

N/A

*Annualized

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Couchbase, Inc.

MongoDB, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BASE vs. MDB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BASE
The Risk-Adjusted Performance Rank of BASE is 2323
Overall Rank
The Sharpe Ratio Rank of BASE is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of BASE is 2121
Sortino Ratio Rank
The Omega Ratio Rank of BASE is 2020
Omega Ratio Rank
The Calmar Ratio Rank of BASE is 2121
Calmar Ratio Rank
The Martin Ratio Rank of BASE is 2929
Martin Ratio Rank

MDB
The Risk-Adjusted Performance Rank of MDB is 1212
Overall Rank
The Sharpe Ratio Rank of MDB is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of MDB is 1515
Sortino Ratio Rank
The Omega Ratio Rank of MDB is 1313
Omega Ratio Rank
The Calmar Ratio Rank of MDB is 1111
Calmar Ratio Rank
The Martin Ratio Rank of MDB is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BASE vs. MDB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Couchbase, Inc. (BASE) and MongoDB, Inc. (MDB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current BASE Sharpe Ratio is -0.53, which is comparable to the MDB Sharpe Ratio of -0.72. The chart below compares the historical Sharpe Ratios of BASE and MDB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BASE vs. MDB - Dividend Comparison

Neither BASE nor MDB has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BASE vs. MDB - Drawdown Comparison

The maximum BASE drawdown since its inception was -79.57%, roughly equal to the maximum MDB drawdown of -76.52%. Use the drawdown chart below to compare losses from any high point for BASE and MDB.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BASE vs. MDB - Volatility Comparison

The current volatility for Couchbase, Inc. (BASE) is 7.96%, while MongoDB, Inc. (MDB) has a volatility of 9.23%. This indicates that BASE experiences smaller price fluctuations and is considered to be less risky than MDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

BASE vs. MDB - Financials Comparison

This section allows you to compare key financial metrics between Couchbase, Inc. and MongoDB, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00MJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
54.92M
548.40M
(BASE) Total Revenue
(MDB) Total Revenue
Values in USD except per share items

BASE vs. MDB - Profitability Comparison

The chart below illustrates the profitability comparison between Couchbase, Inc. and MongoDB, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

70.0%75.0%80.0%85.0%90.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
88.6%
72.8%
(BASE) Gross Margin
(MDB) Gross Margin
BASE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Couchbase, Inc. reported a gross profit of 48.66M and revenue of 54.92M. Therefore, the gross margin over that period was 88.6%.

MDB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MongoDB, Inc. reported a gross profit of 399.38M and revenue of 548.40M. Therefore, the gross margin over that period was 72.8%.

BASE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Couchbase, Inc. reported an operating income of -15.83M and revenue of 54.92M, resulting in an operating margin of -28.8%.

MDB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MongoDB, Inc. reported an operating income of -18.56M and revenue of 548.40M, resulting in an operating margin of -3.4%.

BASE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Couchbase, Inc. reported a net income of -15.61M and revenue of 54.92M, resulting in a net margin of -28.4%.

MDB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MongoDB, Inc. reported a net income of 15.83M and revenue of 548.40M, resulting in a net margin of 2.9%.