Added to YB: 2025-06-20
Pitch date: 2025-06-18
UBER [neutral]
Uber Technologies, Inc.
-3.09%
current return
Author Info
Company Info
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$176.8B
Pitch Price
$84.47
Price Target
115.03 (+35%)
Dividend
N/A
EV/EBITDA
31.53
P/E
10.92
EV/Sales
3.56
Sector
Ground Transportation
Category
growth
Uber: 2025 Financial Model and Valuation Update
UBER (update): Still undervalued at $84.76 despite +38% in <6mo. Fair value $115.03 (+36%). 10y model: 10% GB CAGR to $433B, take rate 27%→29% via Uber One & ads, EBIT margin 6%→24%, FCF $6.9B→$36.7B. AV risks mitigated by 18+ partnerships. Even if mobility disrupted, delivery business provides downside protection.
Read full article (3 min)