-13%

est. 2Y upside i

Rank

#2613

Sector

Travel Technology

Est. Liquidity

~3Y

Data Quality

Data: Low

High uncertainty due to missing revenue and growth data.

Last updated: July 3, 2026

Bull (10%)+50%

Successful take-private at a 50% premium to assumed $1B valuation, driven by private equity interest and co-founder leadership.

Base (45%)+10%

Modest growth aligns with TAM expansion; valuation holds near current level despite competitive pressure.

Bear (45%)-50%

Continued market share loss to Google Flights and further impairment by parent Booking Holdings, reducing fair value by 50%.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

22%

Total funding of $223M represents 22.3% of assumed $1B valuation, creating high preference overhang.

Dilution Risk

low

As a subsidiary, KAYAK is unlikely to raise additional capital; parent provides funding.

Secondary Liquidity

none

No secondary market for KAYAK stock; liquidity dependent on a future sale or IPO which is not signaled.

View all 1 open roles at KAYAK

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    How does KAYAK plan to differentiate from Google Flights given its search monopoly?

  • 2

    What is the current annual revenue and growth rate of KAYAK?

  • 3

    How is employee equity valued given KAYAK is a subsidiary of a public company?

Community

Valuation Sentiment

Our model estimates -13% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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