+28%

est. 2Y upside i

Vertical SaaSSeries D+

Real-time supply chain visibility and logistics platform

Rank

#1928

Sector

Supply Chain Management / Logistics Tech

Est. Liquidity

~2Y

Data Quality

Data: Medium

FourKites offers moderate upside (~27.5% expected) but with severe preference overhang and high risk.

Last updated: July 3, 2026

Bull (15%)+113%

IPO execution drives multiple expansion to 8x forward revenue, resulting in ~$1.09B exit value, delivering 112.6% upside for common stock.

Base (35%)+59%

Multiple converges to ~6x forward revenue, exit value ~$820M, yielding 59.4% upside, consistent with public supply chain software comps.

Bear (50%)-20%

Multiple compresses to 3x on competitive pressure from incumbents like SAP, exit value ~$410M, still above preference stack, but -20.3% for common.

Est. time to liquidity~2.0 years
Adjusted for competitive dynamics: 31% (raw: 28%, adjustment: +3%)

Preference Stack Risk

severe

Funding Intensity

57%

Total funding of $292M equates to 56.7% of $514M valuation; in any exit below ~$292M, common stock gets zero.

Dilution Risk

low

Company is profitable and cash flow positive, so no near-term dilution expected.

Secondary Liquidity

limited

Secondary trades at current $514M valuation, down 48.6% from prior round; liquidity is available but at a discount.

Other — 21 roles

View all 21 open roles at FourKites →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “1. How does FourKites' AI platform differentiate from native AI modules being built by SAP and BlueYonder? (Strategic)”

  • 2

    “2. Given 14.3% growth and low gross margin, what is the path to accelerating revenue growth and margin expansion? (Business model)”

  • 3

    “3. With a 56.7% preference overhang and secondary market dip, how does the equity compensation compare to a cash-heavy offer? (Equity/Career)”

Community

Valuation Sentiment

Our model estimates +28% 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.