Added to YB: 2026-01-20
Pitch date: 2026-01-16
UBER [neutral]
Uber Technologies, Inc.
-12.18%
current return
Author Info
Speedwell Research produces comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company and goes into an incredible level of detail. 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
$145.2B
Pitch Price
$83.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
Uber Stock Breakdown (Five Minute Money)
UBER (quick overview): Once unprofitable for 14 yrs burning $30B+, now profitable after cutting S&M from 35% to 9.5% of revenue as competition rationalized post-IPO. $50B revenue, $4.5B operating profit. Bulls: expanding grocery/retail TAM, $1.5B ad biz, potential AV partnerships. Bears: Waymo taking 10% SF/LA share, Tesla RoboTaxi threat. 47x P/E, needs 20% FCF growth for decent returns.
Read full article (8 min)