Added to YB: 2026-07-27
Pitch date: 2026-07-23
GRAB [bullish]
Grab Holdings Limited
Author Info
No bio for this author
Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$13.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.35
P/E
84.85
EV/Sales
2.53
Sector
Ground Transportation
Category
growth
Why Grab feels like Palantir in 2022
GRAB (added to position): SEA superapp w/ 55%+ mobility/delivery share, first FY net profit ~$200M in 2025. Q1'26 rev $955M (+24%), EBITDA $154M (+46%), net profit $120M. FY26 guide $4.04-4.10B rev, $700-720M EBITDA. M&A (Stash, foodpanda Taiwan), AV/AI bets. 'Palantir 2022' thesis: strong fundamentals, ignored by market. Risks: regulatory, EM macro, fintech execution.
Read full article (7 min)