Added to YB: 2025-05-14
Pitch date: 2025-05-11
UBER [bullish]
Uber Technologies, Inc.
+0.59%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
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
$84.61
Price Target
120.70 (+42%)
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
growth
UBER: Distribution is The King
UBER: World's premier mobility platform with sophisticated ecosystem spanning rides, delivery & freight. Strong network effects create durable advantage. Growth runway still strong with just 70+ countries active. Robo-taxi integration likely additive, not disruptive. 15% YOY growth with expanding margins. DCF implies $120.7 fair value with conservative risk weighting.
Read full article (13 min)