Added to YB: 2026-03-11
Pitch date: 2026-03-08
UBER [neutral]
Uber Technologies, Inc.
-1.55%
current return
Author Info
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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
$152.0B
Pitch Price
$74.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.02
P/E
15.63
EV/Sales
2.94
Sector
Ground Transportation
Category
growth
Why Uber is close to being undisruptable
UBER (overview): Network moat w/ 200M MAU, 10M drivers spinning flywheel nearly undisruptable. 70% NA share, 30% EU vs Bolt, 20-25% global. FY25 rev $52B (+18%), FCF $7.9B (+56%, 15.2% margin). Trading 19.2x FCF, 2.7% earnings yield (EBIT/EV). AV risk if Waymo-like platforms emerge, but opportunity if Uber becomes AV aggregator in $1T+ market. Mgmt capital-light, relies on network vs owning AVs.
Read full article (3 min)