Stamped

stamped.io →

-67%

est. 2Y upside i

Sales & Marketing

Reviews and loyalty platform for ecommerce brands on Shopify

Rank

#2301

Sector

E-commerce Marketing

Est. Liquidity

~2Y

Data Quality

Data: High

Stamped, a high-growth ($11M ARR, 100% YoY) e-commerce marketing platform, operates in a large TAM with a moderate competitive moat.

Last updated: March 10, 2026

Bull (35%)+100%

Stamped's unified platform, enhanced by the Repeat merger and Loyalty 2.0, drives significant market share gains in the growing e-commerce loyalty and reviews segments. Revenue accelerates to $40M+ ARR by 2028, justifying a $220M internal valuation within Tiny Ltd., representing a 100% upside.

Base (35%)+50%

Stamped maintains its strong growth trajectory, expanding its customer base and product features, but faces continued competition from Yotpo and Shopify. Revenue reaches $25M+ ARR by 2028, leading to a $165M internal valuation, a 50% upside.

Bear (30%)-40%

Intense competition from incumbents like Yotpo and enhanced native offerings from Shopify erode Stamped's market share and pricing power. Integration challenges with Repeat or a slowdown in e-commerce spending further hinder growth, leading to a decline in internal valuation to $66M, a 40% downside.

Est. time to liquidity~2.0 years

Adjusted for competitive dynamics: 31% (raw: -67%, adjustment: -10%)

Preference Stack Risk

severe

Funding Intensity

100%

Stamped was acquired by WeCommerce (now Tiny Ltd.) for up to $110M in 2021. The current internal valuation of Stamped is also $110M. This 100% funding intensity implies that the parent company's cost basis is the current valuation, meaning significant growth beyond this $110M baseline is required for common equity holders to see returns. In a scenario where Stamped's internal valuation does not grow above $110M, common stock holders would likely receive little to no value.

Dilution Risk

low

As an acquired subsidiary, Stamped-specific equity is not subject to traditional dilution from new funding rounds. However, the value of any equity tied to the parent company, Tiny Ltd., could be affected by its own dilution events.

Secondary Liquidity

none

There is no active secondary market for Stamped's equity as it is an acquired subsidiary. Liquidity would be tied to the parent company, Tiny Ltd. (TSX: TINY), which is publicly traded.

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Last updated: February 17, 2026

Questions to Ask at the Interview

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

1
“How does Stamped plan to differentiate and maintain its competitive edge against established players like Yotpo and potential native offerings from platforms like Shopify, especially after the Repeat merger and with Loyalty 2.0?”
2
“With 100% YoY growth on $11M ARR, what are the key strategic initiatives and product roadmap priorities to sustain this acceleration and expand market penetration over the next 2-3 years within the Tiny Ltd. ecosystem?”
3
“Given Stamped's acquisition by WeCommerce (now Tiny Ltd.) and the current internal valuation matching the acquisition price, how is employee equity structured, and what are the specific milestones or performance targets that would drive significant value realization for common stock holders within a 2-year horizon?”