MotherDuck
-56%
est. 2Y upside i
MotherDuck provides data infrastructure and analytics for both small and big data. The company combines DuckDB's elegance and speed with the collaborative and scalable capabilities of the cloud to offer a serverless, user-friendly analytics platform suitable for both small and large datasets.
Rank
#3339
Sector
AI, Data & Cloud Infrastructure
Est. Liquidity
~4Y
Data Quality
Data: MediumMotherDuck's equity offers limited upside over 2 years with a negative expected return of -55.5%.
Last updated: July 19, 2026
If MotherDuck achieves category leadership or IPO window, multiple could hold at 20x. Revenue projected to $24.3M gives $486M exit. After 15% dilution, net upside 6.5%.
Multiple converges to 12x, exit $291.6M. After dilution (15pp) and preference stack, common suffers -42.1% loss.
Multiple compresses to 5x, exit $121.5M below $133M preference stack, common stock wiped out.
Preference Stack Risk
severeFunding Intensity
3325%Total funding of $133M vs $400M valuation gives preferred a 33.25% stack, common wiped out below $133M exit.
Dilution Risk
moderateWith $133M raised and likely continued burn, a future round within 2 years could dilute existing holders by 15-25%.
Secondary Liquidity
noneNo secondary market implied value reported; likely no liquidity for employees pre-IPO.
Customer Success — 1 role
- Implementation Engineer (Data Platform) · San Francisco
Marketing — 1 role
- Growth Marketer · Seattle
Sales — 1 role
- Account Executive · San Francisco
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on MotherDuck's data — designed to show you've done your homework.
- 1
“How does MotherDuck plan to achieve profitability or break-even given the high burn rate and competitive pricing?”
- 2
“What specific market segments does MotherDuck target where public cloud providers are weakest?”
- 3
“Given the 31.75x revenue multiple, what growth trajectory is priced in and what milestones justify it?”
Community
Valuation Sentiment
Our model estimates -56% 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.