Fivetran vs Airbyte

Side-by-side comparison of model-estimated upside.

Fivetran

-3%

est. 2Y upside i

Data & Analytics

Rank

#1892

Sector

Data Integration, Analytics, SaaS

Est. Liquidity

~3Y

Data Quality

Data: Medium

Fivetran is a category-defining business with $325M ARR growing 33% YoY and marquee enterprise customers, but the $12.79B secondary valuation (39.4x ARR) is priced well above where comparable data infrastructure companies trade publicly (8-15x ARR), embedding a significant multiple-compression headwind even in a strong growth scenario.

Last updated: May 5, 2026

Airbyte

+24%

est. 2Y upside i

DevOps & InfraSeries B

Rank

#1350

Sector

Developer Tools

Est. Liquidity

~4Y

Data Quality

Data: Medium

Given 24% expected upside over 2 years, moderate-high risk from incumbent pressure and potential dilution, equity cautious but undervalued relative to peer multiples.

Last updated: July 19, 2026

Upside Comparison

Expected Upside

Fivetran

-3%

Airbyte

+24%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.