-70%

est. 2Y upside i

DevOps & Infra

Rank

#2936

Sector

Database Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

ScyllaDB presents a moderate upside opportunity, driven by its technically superior database architecture and strong growth in its DBaaS offering (100% YoY in 2023).

Last updated: March 10, 2026

Bull (25%)+150%

ScyllaDB's superior performance and cost-efficiency, combined with its new vector database support and Raft-powered DBaaS, allows it to significantly displace MongoDB and Apache Cassandra in performance-critical applications. This drives revenue to over $200M by 2028, justifying a $1.375B+ valuation at a 7x revenue multiple, well above the current estimated $550M.

Base (40%)+20%

ScyllaDB continues to grow its DBaaS offering and enterprise adoption, maintaining its competitive edge in specific high-performance niches but facing persistent pressure from incumbents. Revenue reaches approximately $100M by 2028, leading to an exit valuation of around $660M, representing a modest upside from the current estimated valuation.

Bear (35%)-50%

Increased competition from dominant incumbents like MongoDB and AWS DynamoDB, coupled with potential negative impacts from the source-available license change, slows adoption and growth. Revenue stagnates around $60M, leading to a down round or acquisition at a $275M valuation, significantly eroding common stock value given existing liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Investors hold $107M in liquidation preferences, which is approximately 19.45% of the estimated $550M valuation.

Dilution Risk

moderate

While no immediate funding rounds are announced, further capital may be required to fuel growth and expansion, potentially diluting existing equity holders.

Secondary Liquidity

limited

There is no indication of an active secondary market or tender offers for ScyllaDB equity.

Questions to Ask at the Interview

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

  • 1

    “Given the high incumbent threat from MongoDB and AWS DynamoDB, how is ScyllaDB strategically planning to accelerate the displacement of these established platforms, especially in light of the recent source-available license change?”

  • 2

    “The company has shown impressive 100% year-over-year growth in its DBaaS offering as of late 2023. What are the key strategies to maintain this momentum and translate it into consistent overall revenue growth, and how do you reconcile this with the reported ~8% YoY growth from other sources?”

  • 3

    “With $107M in total funding and an estimated current valuation of $550M, what is the anticipated timeline and strategy for a liquidity event (e.g., IPO or acquisition) for employees, and how is the company managing potential future dilution?”

Community

Valuation Sentiment

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