The collaborative design software company Figma is preparing to go public, with an IPO scheduled for 31 July. Widely adopted by designers, developers and product managers, the platform has profoundly changed the way teams design and collaborate on digital projects.
But is it worth rushing into this IPO?
Figma built its success on a 100% cloud-based solution, accessible from any browser. No more heavy file versions or endless back‑and‑forths – teams can work in real time on the same mock‑up, just like with Google Docs. This simplicity has attracted freelancers and large corporations alike. Today, 95% of Fortune 500 companies use Figma, and the platform continues to establish itself as an industry standard.
💡 Good to know
In 2023, Adobe attempted to acquire Figma for $20 billion, but the deal was blocked by regulators. Figma still received a $1 billion termination fee, further strengthening its cash position.
Key figures and financial performance before Figma's IPO
| 📊 Metric | 💵 Value | 📈 Why it matters |
|---|---|---|
| Figma's LTM revenue | $821 M | 46% year‑on‑year growth, showing strong traction. |
| Figma's gross margin | 91% | Exceptionally high structural profitability, rare for a tech IPO. |
| Fortune 500 clients | 95% | Proof of massive adoption among large corporations. |
| Shares outstanding | ~552 M | Determines market capitalisation and potential dilution. |
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Why Figma is attracting so much attention
Figma is now seen as the undisputed leader in collaborative design, thanks to its massive adoption and highly profitable SaaS model. Its gross margins even exceed Adobe’s, which is rare for a company of this scale. Growth remains robust – revenues increased by 46% year on year, and the firm benefits from a strong network effect – the more users there are, the harder it becomes for companies to switch tools.
Figma is no longer limited to pure design
Its new products, such as Slides, Buzz and Site, are expanding its scope into presentations, marketing and website creation. This diversification could help it capture more market share from Adobe, still its main competitor. The failed Adobe takeover attempt shows just how strategically important Figma is considered.
💡 Good to know
With only 10.5 K paying clients spending over $10 K a year, Figma has huge monetisation potential through price increases or new offers.
| 🚀 Strategic strength of Figma | 💡 Impact on valuation |
|---|---|
| Massive enterprise adoption | Boosts recurring revenue and customer loyalty |
| High‑margin SaaS model | Supports faster and more sustainable profitability |
| Strong network effect | The more users there are, the costlier it is to switch tools |
| Scope for ecosystem expansion | Development of new products and gradual price increases |
Figma IPO shares – risks to consider before investing
Despite these strengths, several factors call for caution. The valuation is demanding, with the IPO price implying a high revenue multiple. Figma also faces rising competition – Adobe remains a powerful player, and emerging AI‑driven tools could disrupt the landscape in the coming years.
Another concern is that Figma still monetises its vast user base relatively lightly. Its subscription remains affordable compared with the value provided, which currently limits revenue per user. To sustain growth, the company will either need to increase prices or expand its offering into additional market segments.
💡 Reminder
IPOs often create strong initial hype, but it is not unusual for the share price to correct after the first weeks of trading. For long‑term investors, waiting a few months can sometimes provide a better entry point.
Is buying Figma shares now a good idea?
Figma has solid fundamentals – massive adoption, high margins and significant diversification potential. However, its IPO price is ambitious and already reflects much of the expected growth. Investors convinced by its long‑term prospects could consider taking a position, but with a multi‑year outlook. More cautious profiles may prefer to wait until the post‑IPO volatility settles to see how the market truly values the company.
Figma is a compelling growth and innovation story, but as with many tech IPOs, the key challenge will be whether the company can justify in the long run the valuation the market is willing to assign to it.
If you are considering buying Figma shares, keep the post‑IPO risks in mind and assess your investment horizon carefully before committing.
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➡️ This shows profitability is achievable, but the real test will be maintaining this momentum while continuing to invest.
However, the current valuation already prices in much of its ambition. A gradual entry or waiting until after the post‑IPO stabilisation phase is often recommended.