+10%

est. 2Y upside i

E-CommerceSeries D+

Rank

#2557

Sector

E-commerce / Online Grocery

Est. Liquidity

~2Y

Data Quality

Data: High

Rohlik offers a moderate expected upside of ~10% over 2 years, driven by its profitable growth and strong moat.

Last updated: July 3, 2026

Bull (15%)+100%

IPO in 2027 drives multiple expansion to 2x forward revenue. Revenue reaches $2.18B, valuation ~$4.35B, but capped at 100% return from entry valuation of $1.95B.

Base (45%)+28%

Multiple converges to ~1.15x forward revenue, in line with public peers such as Ocado. Revenue grows to $2.18B, valuation ~$2.5B, return ~28%.

Bear (40%)-44%

Multiple compresses to 0.5x due to competitive pressure from incumbents like Amazon Fresh and Rewe. Revenue growth slows, valuation drops to $1.09B, a 44% decline.

Est. time to liquidity~2.0 years

Preference Stack Risk

severe

Funding Intensity

4490%

Total funding of $876M represents 45% of the entry valuation, creating a large liquidation preference overhang for common shareholders.

Dilution Risk

low

Rohlik is profitable and targeting IPO, reducing the likelihood of dilutive equity rounds.

Secondary Liquidity

limited

Secondary implied valuation signals some market activity, but actual liquidity for employees may be limited until IPO.

Operations & Supply Chain 22 roles

Commercial & Marketing 6 roles

IT 3 roles

Finance 2 roles

Legal & Administration 1 role

Veloq 1 role

View all 35 open roles at Rohlik

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    How does Rohlik plan to defend against Amazon Fresh's entry into European markets?

  • 2

    What are the key assumptions behind the ARCOS system's ROI and scalability?

  • 3

    Given the preference stack, how would you value the common stock in different exit scenarios?

Community

Valuation Sentiment

Our model estimates +10% 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.