Bellabeat
-93%
est. 2Y upside i
Tech-powered women's wellness.
Rank
#3725
Sector
Femtech / Digital Health
Est. Liquidity
~3Y
Data Quality
Data: LowThe equity upside is heavily negative based on a stale $1.01B valuation (2022 Series C) and $35M revenue, resulting in a 28.9x multiple that is unsustainable.
Last updated: July 20, 2026
Revenue grows to $63.7M (40% CAGR) due to FDA approval and corporate wellness expansion. Exit multiple expands to 10x on positive sentiment, but entry valuation of $1.01B is too high; upside remains negative at -72.5% after dilution.
Revenue reaches $47.9M with 20% growth, but multiple compresses to 6x (public comp average). Resulting valuation of $287M yields -71.5% before 20% dilution, net -91.5%.
Revenue stagnates (assumed flat) or multiple craters to 3x. Exit value of $144M barely covers preference ($119M), common stock is wiped out. Net upside capped at -100%.
Preference Stack Risk
moderateFunding Intensity
34070%Total preferred stock of $119.26M represents 11.8% of current valuation, providing moderate downside protection for investors but heavy overhang for common.
Dilution Risk
highWith no recent funding and moderate capital intensity, a new round within 24 months is likely, leading to 15-25% dilution for common holders.
Secondary Liquidity
noneNo secondary market transactions have been reported; liquidity is entirely dependent on IPO or acquisition.
Questions to Ask at the Interview
Strategic questions based on Bellabeat's data — designed to show you've done your homework.
- 1
“How do you plan to accelerate revenue growth beyond the current ~20% market growth rate?”
- 2
“What is the path to profitability and how will you manage cash burn given limited recent funding?”
- 3
“Given the stale valuation, is there a plan for a down round or secondary sale to refresh the equity value?”
Community
Valuation Sentiment
Our model estimates -93% upside. What do you think?
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Community Discussion
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.