+118%

est. 2Y upside i

Vertical SaaSSeries D+

The management platform for the short term rental industry.

Rank

#265

Sector

Proptech, Hospitality Tech, SaaS

Est. Liquidity

~3Y

Data Quality

Data: Medium

Guesty offers high expected upside (~118% over 2 years) driven by strong growth and an impending IPO, but the stale $900M valuation and 45% preference overhang increase risk.

Last updated: July 19, 2026

Bull (35%)+200%

Guesty's AI innovation and IPO prospects drive multiple expansion to 10x, yielding 200% upside (capped).

Base (45%)+119%

Revenue grows to $329M by Oct 2026, multiple stabilizes at 6x, resulting in 119% upside from $900M entry.

Bear (20%)-27%

Growth slows, multiple compresses to 2x, exit value $657M, common stock loses 27%.

Est. time to liquidity~2.5 years

Preference Stack Risk

severe

Funding Intensity

45%

With $409M in total funding, preferred stock holds a 1x liquidation preference, representing 45% of current valuation.

Dilution Risk

low

Profitable and recently funded, unlikely to raise in 2 years; standard option pool dilution expected.

Secondary Liquidity

none

No secondary trading activity reported; liquidity via exit only.

Questions to Ask at the Interview

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

  • 1

    “How does Guesty sustain its growth rate against free/bundled offerings from OTAs?”

  • 2

    “What is the unit economics and churn for different customer segments?”

  • 3

    “How does the equity compensation work given the preference stack?”

Community

Valuation Sentiment

Our model estimates +118% 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.