Added to YB: 2025-12-23
Pitch date: 2025-12-20
UBER [bullish]
Uber Technologies, Inc.
-0.07%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. 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
$164.8B
Pitch Price
$81.32
Price Target
106.00 (+30%)
Dividend
N/A
EV/EBITDA
29.37
P/E
10.17
EV/Sales
3.31
Sector
Ground Transportation
Category
value
Uber Technologies: DCF Valuation
UBER: DCF yields $106 target vs $79 current price (25% margin of safety). 16% revenue growth decelerating to 3.5% terminal, EBIT margins expanding from 10% to 18% on advertising mix shift & operating leverage. Market pricing in AV disruption fears, ignoring demand aggregation moat & partnership potential.
Read full article (9 min)