Companies/Models/PRIV-COH

PRIV-COH

Cohere

PrivateWatchlist Only

Foundation models·Canada·Toronto

Business overview

Direct AI revenue

Enterprise-focused LLM provider with RAG-first product line and Oracle distribution.

Enterprise-only wedge differentiates from frontier labs; modest scale but capital efficient.

Products

Command R+
Embed
Rerank

Customers (2)

Oracle
Enterprises

Competitors (2)

Composite score

Higher = stronger overall research case

Fundamental51

Technical50

Valuation60

AI relevance55

Risk-adjusted (higher = safer)41

Segment-relative fundamental percentile: 29

Financial summary

Curated, illustrative

Revenue

$200.00M

Growth (YoY)

150.0%

Gross margin

55.0%

Operating margin

-50.0%

FCF

$-160.00M

Capex

$160.00M

Net cash / (debt)

$0.00

ROIC

-30.0%

Customer conc.

Medium

Valuation

Market cap

$5.50B

Enterprise value

$5.50B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

4
Path to scale

Score components

What drove the composite

Growth100

Profitability20

Cash generation20

Balance sheet78

Moat / AI relevance62

Capital intensity (higher = lighter)20

Customer diversification60

Valuation discipline (dilution)42

Trend (MA50/MA200)50

Momentum (3/6/12m)50

Relative strength50

Realized vol (higher = lower vol)50

Segment peers

Other companies in Models