Added to YB: 2025-11-12
Pitch date: 2025-11-08
UBER [bullish]
Uber Technologies, Inc.
-12.98%
current return
Author Info
No bio for this author
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
$170.1B
Pitch Price
$92.99
Price Target
131.00 (+62%)
Dividend
N/A
EV/EBITDA
30.32
P/E
10.50
EV/Sales
3.42
Sector
Ground Transportation
Category
growth
Paying 20x FCF for This Compounder? I’ll Take That Trade Any Day.
UBER: Misunderstood compounder at 20x FCF. Q3 beat: 22% trip growth, 189M users (+17% YoY), $2.3B EBITDA (17% margin), $8.7B TTM FCF. AV partnerships = platform expansion not disruption. 18% revenue growth guided FY25. Trading 17.5x '25 EBITDA vs quality/moat. FY27 target $131 (17% CAGR).
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