Added to YB: 2026-01-21
Pitch date: 2026-01-18
GRAB [neutral]
Grab Holdings Limited
+0.34%
current return
Author Info
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Company Info
Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$17.5B
Pitch Price
$4.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.21
P/E
71.17
EV/Sales
3.72
Sector
Ground Transportation
Category
growth
Grab: Exceptional Business At Fair Price
GRAB (watchlist): Southeast Asia superapp ecosystem dominates mobility, deliveries, financial services w/ wide moat from customer/driver lock-in. 20% growth est next 5 yrs, recently profitable, strong balance sheet. Fair value ~$4.38 vs current price but waiting for 10%+ discount given overvalued market conditions.
Read full article (16 min)