+16%

est. 2Y upside i

CybersecuritySeries D+

Rank

#1685

Sector

Data Security and Management

Est. Liquidity

~2Y

Data Quality

Data: Medium

Cohesity offers a moderate expected upside of ~16% over 2 years, but with significant risk from slow growth and stale valuation.

Last updated: July 19, 2026

Bull (25%)+65%

If Cohesity executes successful IPO in 2026 achieving ~$17B valuation (similar to Rubrik), revenue growth to $2.08B supports 8x multiple, yielding 84.9% gross upside; net of 20% dilution gives 64.9%.

Base (45%)+19%

Revenue grows to $2.08B, multiple converges to 6x (public comp average), gross upside 38.7%; after 20% dilution, net 18.7%.

Bear (30%)-28%

Multiple compresses to 4x due to competitive pressure or delayed IPO, gross upside -7.6%; after 20% dilution, net -27.6%.

Est. time to liquidity~1.5 years

Preference Stack Risk

moderate

Funding Intensity

2180%

Total funding of $1.96B represents 21.8% of $9B valuation, creating moderate preference overhang.

Dilution Risk

high

Given slow growth and potential need for capital, 15-25% dilution is expected over 2 years.

Secondary Liquidity

none

No secondary market activity reported; employee equity likely illiquid until exit.

View all 2 open roles at Cohesity →

Last updated: July 3, 2026

Questions to Ask at the Interview

Strategic questions based on Cohesity's data — designed to show you've done your homework.

  • 1

    “How does Cohesity's AI-powered approach differentiate from Rubrik's?”

  • 2

    “What is the revenue retention rate and net-dollar expansion?”

  • 3

    “How does the Veritas acquisition integration affect equity dilution?”

Community

Valuation Sentiment

Our model estimates +16% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.