Professional
Added to YB: 2025-05-08
Pitch date: 2025-03-15
UBER [neutral]
Uber Technologies, Inc.
+18.18%
current return
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
$189.7B
Pitch Price
$72.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
growth
Pershing Square Holdings Portfolio Holding: Uber Technologies, Inc.
UBER (holding update): Leading mobility/delivery platform w/ 170M+ users & 8M drivers. 20% CAGR since 2019 to $160B bookings. Mobility/delivery growing 24%/18%. 30%+ earnings growth potential. Market fears AV threat to US rideshare (25% of bookings) but AVs face safety/regulatory hurdles. Hybrid model likely as AVs can't handle demand variability alone.
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