Added to YB: 2026-06-23
Pitch date: 2026-06-21
UBER [neutral]
Uber Technologies, Inc.
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
$145.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.32
P/E
17.71
EV/Sales
2.78
Sector
Ground Transportation
Category
growth
Uber: Growth Prospects, Competition, and Moat
UBER (overview): 1Q26 bookings +25%, adj op income +42%. Growth from suburbs, premium (Black/Moto +40%), Uber One (50M members, >50% bookings $) reducing multihoming. Model implies ~12% bookings CAGR, 16% FCF CAGR over 10yrs. Risk: local network moat weak—India's Rapido disrupted via cheap bikes/flat fees, forcing Uber to subscription model; losses surged to $157M FY25. Eats trails DoorDash 2x US share. Intl competition (Bolt, DiDi, inDrive) key terminal-value question.
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