Added to YB: 2025-12-29
Pitch date: 2025-12-24
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
$168.6B
Pitch Price
$81.20
Price Target
106.00 (+30%)
Dividend
N/A
EV/EBITDA
30.06
P/E
10.41
EV/Sales
3.39
Sector
Ground Transportation
Category
growth
Uber Technologies: Deep Dive Analysis
UBER: Strong fundamentals w/ 20% YoY revenue growth, $8.5B FCF, 70-75% US rideshare market share. DCF fair value $106 vs ~$80 price = 25% upside. Bull case: AV partnerships, 15%+ revenue CAGR, 20% EBIT margins by 2030. Risks: regulatory (gig worker reclassification), competition, AV disruption.
Read full article (23 min)