Added to YB: 2025-09-19
Pitch date: 2025-09-17
GRAB [bullish]
Grab Holdings Limited
-18.34%
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
$6.13
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 Mart!
GRAB: Grab Mart could exceed $13B restaurant delivery GMV. SEA grocery delivery only 2-3% penetration vs 12-20% in developed markets. Fragmented grocery stores (vs 67-75% top-4 concentration in US/UK) enable higher take rates. Small retailers lack capital for in-house delivery, creating larger market share opportunity than Uber/DoorDash face. Fewer competing apps post-Foodpanda/Gojek exits. Advertising revenue potential 3-4% vs current 1.7% deliveries rate.
Read full article (4 min)