Added to YB: 2025-07-09
Pitch date: 2025-07-06
GRAB [neutral]
Grab Holdings Limited
+5.75%
current return
Author Info
No bio for this author
Company Info
Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$22.1B
Pitch Price
$4.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
90.90
P/E
269.29
EV/Sales
5.32
Sector
Ground Transportation
Category
growth
Grab: The SuperApp from Southeast Asia
GRAB (deep dive): Super-app dominates SEA w/ mobility, delivery, financial services. Q1'25: $773M rev (+18% YoY), $10M profit, 45M monthly users. $6.2B cash, raised $1.5B for potential GoTo acquisition. Risks: poor margins, competition, regulatory. Bull case: ad/fintech growth, FCF positive. EV $14.3B, 4.9x TTM EV/Sales, 60%+ CAGR past 3yrs.
Read full article (13 min)