Nowports
-23%
est. 2Y upside i
The core engine of supply chain in LATAM
Rank
#3363
Sector
Transportation and Logistics Tech / Supply Chain Management
Est. Liquidity
~2Y
Data Quality
Data: LowGiven the severe preference overhang (86.8% of valuation), stale mark from 2022, and high incumbent threat, the expected equity upside over 2 years is negative at -22.5%.
Last updated: July 3, 2026
Multiple expands to 1.2x revenue due to category leadership in Latin American trade digitization, offset by incumbent threat. Revenue stays flat.
Multiple converges to 1.0x revenue (low end of comp range), reflecting market skepticism. Revenue flat, no catalysts.
Exit value falls below total funding of $243M due to competitive pressure and operational issues; common stock recovers nothing.
Preference Stack Risk
severeFunding Intensity
61%Total funding of $243M represents 86.8% of current valuation, implying severe preference overhang.
Dilution Risk
highNo recent fundraising since 2022 and capital-intensive model suggest high dilutive financing need within 24 months.
Secondary Liquidity
moderateRecent secondary transaction at $279.89M implies some liquidity, but volume may be limited.
Questions to Ask at the Interview
Strategic questions based on Nowports's data — designed to show you've done your homework.
- 1
“How does Nowports plan to compete with DHL and Kuehne+Nagel's digital offerings in Latin America?”
- 2
“What is the company's path to profitability given capital intensity and high preference overhang?”
- 3
“What is the expected timeline to liquidity and how does the secondary market work for current employees?”
Community
Valuation Sentiment
Our model estimates -23% 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.