+32%

est. 2Y upside i

Rank

#1305

Sector

Enterprise Software

Est. Liquidity

~2Y

Data Quality

Data: Low

Medallia offers a high-risk, moderate-reward opportunity for a job candidate.

Last updated: July 3, 2026

Bull (15%)+100%

IPO window opens in 2027, boosting sentiment and allowing a 2.81x revenue exit multiple on $764M ARR. Common stock returns +100% after accounting for liquidation preference.

Base (45%)+69%

Gradual revenue growth to $764M ARR, exit at 2.5x revenue multiple (in line with mature, low-growth SaaS peers). Common stock returns +68.5% net of preference.

Bear (40%)-34%

Competitive pressure from incumbents and AI innovations compress revenue multiple to 1.5x, yielding $1.15B exit. After $654M preference, common stock loses 34% of entry value.

Est. time to liquidity~2.0 years

Preference Stack Risk

severe

Funding Intensity

4670%

$654M liquidation preference equals 46.7% of entry valuation, severely diluting common holders.

Dilution Risk

low

Company is profitable and recently recapitalized, making near-term dilution unlikely.

Secondary Liquidity

none

No secondary market activity observed post-recap; employee equity likely illiquid.

Questions to Ask at the Interview

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

  • 1

    How does Medallia plan to differentiate from AI-native alternatives in the experience management space?

  • 2

    What is the company's go-to-market strategy to reignite growth post-recapitalization?

  • 3

    Given the liquidation preference overhang, how does the company think about equity compensation alignment for new hires?

Community

Valuation Sentiment

Our model estimates +32% 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.