Added to YB: 2026-09-10
Pitch date: 2026-04-17
GRAB [bullish]
Grab Holdings Limited
-26.84%
current return
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
$13.9B
Pitch Price
$4.16
Price Target
7.32 (+125%)
Dividend
N/A
EV/EBITDA
28.74
P/E
29.90
EV/Sales
2.65
Sector
Ground Transportation
Category
growth
2026-04-16 Grab Holdings Ltd [NASDAQ: GRAB]
GRAB: Grab’s post-profitability inflection appears mispriced: a superapp moat supports higher-quality monetisation, cost reductions are improving unit profitability, and fintech offers long-term EPS growth. Group adjusted EBITDA swung from a US$22M loss in 2023 to US$313M in 2024, while financial services targets breakeven in 2026. The US$7.32 target implies 59.8% upside, but persistent competition and flat incentive intensity could limit margin expansion.
Read full article (14 min)