-51%

est. 2Y upside i

Vertical SaaSSeries B

Shipping API platform for parcel shipping and logistics

Rank

#3685

Sector

Logistics Technology

Est. Liquidity

~3Y

Data Quality

Data: Low

EasyPost faces critical competitive threats and internal turmoil (UCC foreclosure, massive layoffs).

Last updated: July 3, 2026

Bull (10%)+11%

EasyPost achieves capital efficiency and IPO by 2028, maintaining its 15.2x revenue multiple despite public comps of 6-9x. Net of 20% dilution, shares return 11%.

Base (55%)-45%

Revenue grows to $139M but multiple compresses to 7.5x in line with peers. After 1x preference and 20% dilution, common stock loses 45%.

Bear (35%)-78%

Growth disappoints, multiple falls to 5x; exit value of $696M leaves $424M for common after $272M preference. Net of 20% dilution, loss reaches 78%.

Est. time to liquidity~3.0 years
Adjusted for competitive dynamics: -50% (raw: -51%, adjustment: +1%)

Preference Stack Risk

high

Funding Intensity

18%

Total funding of $272M represents 17.9% of current valuation, creating a high preference overhang for common stock.

Dilution Risk

high

Given cash burn and no recent funding, a capital raise within 24 months is likely, diluting existing common by ~20%.

Secondary Liquidity

none

No secondary market activity; the only forced sale is via UCC foreclosure auction.

Questions to Ask at the Interview

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

  • 1

    “Given the recent UCC foreclosure and layoffs, how do you assess the stability of the executive team?”

  • 2

    “EasyPost’s revenue model is transaction-fee-heavy; how would you drive revenue growth without sacrificing margins?”

  • 3

    “If you receive equity at a $1.52B valuation, what would you need to see to believe it’s a good bet?”

Community

Valuation Sentiment

Our model estimates -51% 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.