-20%

est. 2Y upside i

AI & ML

Rank

#2736

Sector

Business Intelligence, Data Analytics & AI

Est. Liquidity

~2Y

Data Quality

Data: Medium

Domo's common equity is deeply underwater with a $730M preference overhang against a $157M market cap.

Last updated: July 19, 2026

Bull (10%)+90%

Acquisition by a cloud provider at 3.25x revenue ($1.04B EV) yields $310M for common, capped at +100% stage limit. Net of 10% dilution, upside is 90%. Driven by strategic value of data platform and AI capabilities.

Base (45%)+37%

Average exit at 3.0x revenue ($960M EV) yields $230M for common, a 46.5% gross upside. After 10% dilution, net upside is 36.5%. Preference stack reduces distribution but common still positive.

Bear (45%)-100%

Exit below $730M (e.g., 1.5x revenue = $480M) leaves common with zero proceeds, a -100% loss. Preference stack absorbs entire exit value. Low growth and high competition make this likely.

Est. time to liquidity~1.5 years

Preference Stack Risk

severe

Funding Intensity

22960%

Total funding of $730M with 1x liquidation preference vs $157M common equity; common only receives proceeds above $730M.

Dilution Risk

low

Recent $193M round provides runway; M&A process likely limits further dilution within 24 months.

Secondary Liquidity

moderate

Recent secondary market transaction at $157M valuation provides some liquidity venue.

Questions to Ask at the Interview

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

  • 1

    “How would you drive revenue growth in a near-zero growth environment?”

  • 2

    “What strategic value does Domo's platform offer to potential acquirers like Google Cloud or Snowflake?”

  • 3

    “Given the preference stack, how do you assess the tradeoff between equity upside and cash compensation?”

Community

Valuation Sentiment

Our model estimates -20% 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.