PrivatePulse·Companies·Anduril Industries vs Revolut

Anduril Industries vs Revolut: employee equity compared

Secondary market prices, valuation trajectory, equity structure, and liquidity outlook for employees choosing between Anduril Industries and Revolut.

Secondary market data updated monthly · Sources: Hiive, Forge

Anduril Industries

Defense · Costa Mesa, CA · Founded 2017

Defense technology — autonomous systems (Roadrunner, Ghost, Bolt), command software (Lattice), and counter-drone.

Last primary round$61B · Series H (2026-05)
Secondary market$61B (+0% vs primary)
Annual revenue$2.2B ARR · +100% YoY (very fast)
Headcount~5,000
Equity typeISO/NSO
Strike price range$110–$145 (depends on cohort)
Illiquidity discount~15%
Last round leadThrive Capital / Andreessen Horowitz
Liquidity outlook

IPO possible 2026–2028 as scale builds. No confirmed timeline; tender offers may provide interim liquidity.

Key equity angle

Government-contract stability; ISO/NSO options; longer liquidity timeline vs consumer tech

↑ Higher secondary premium

Revolut

Fintech · London, UK · Founded 2015

UK-headquartered neobank with 50M+ customers across 38 countries.

Last primary round$45B · Series F (2024-08)
Secondary market$50.4B (+12% vs primary)
Annual revenue$3.1B ARR · +72% YoY (fast)
Headcount~9,000
Equity typeISO/NSO
Strike price range$70–$110 (depends on cohort)
Illiquidity discount~12%
Last round leadCoatue / Tiger Global
Liquidity outlook

IPO possible 2026–2028 as scale builds. Secondary indication near primary round valuation. No confirmed timeline; tender offers may provide interim liquidity.

Key equity angle

Recurring revenue model; ISO/NSO options; IPO likely once profitability demonstrated

Key differences for employees

Equity structure

Anduril Industries grants ISO/NSO with strike prices ranging from $110–$145 depending on your grant year. Revolut grants ISO/NSO with strike prices from $70–$110.

Secondary market premium

The secondary market is pricing Anduril Industries at a +0% premium over its last primary round ($61B$61B). Revolut trades at +12% over its last round ($45B$50.4B). A higher secondary premium signals stronger investor demand and potentially better near-term liquidity for employees looking to sell.

Revenue and growth

Anduril Industries runs at $2.2B ARR, growing +100% YoY (very fast). Revolut runs at $3.1B ARR, growing +72% YoY (fast). Revenue growth rate matters for equity because it drives the peer-multiple valuation — the method most correlated with exit multiples.

Liquidity timeline

Anduril Industries: IPO possible 2026–2028 as scale builds. No confirmed timeline; tender offers may provide interim liquidity.

Revolut: IPO possible 2026–2028 as scale builds. Secondary indication near primary round valuation. No confirmed timeline; tender offers may provide interim liquidity.

Calculate your specific grant

Enter your actual shares, equity type, and strike price. PrivatePulse calculates your personal equity value at both companies using 4 independent methods.

Frequently asked questions

Is Anduril Industries or Revolut a better company to work at for equity?
There's no universal answer — it depends on your risk profile, time horizon, and specific grant terms. Anduril Industries at $61B and Revolut at $45B offer very different risk/reward profiles. Use the calculator above to model your exact grant at each company.
How do I know if my Anduril Industries or Revolut equity is fairly priced?
Compare your grant's implied per-share value against the secondary market price. If investors are paying a premium on Hiive or Forge over the last primary round, that's a signal of strong demand. PrivatePulse shows you the gap between your 409A and what the secondary market says.
Can I sell my Anduril Industries or Revolut shares on the secondary market?
Secondary market transactions (Hiive, Forge, Caplight) require accredited investor status and your company's consent — most private companies have right-of-first-refusal (ROFR) provisions. Tender offers, when available, are typically the most accessible path to partial liquidity for employees.

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