Professional
Added to YB: 2026-01-23
Pitch date: 2026-01-21
UBER [neutral]
Uber Technologies, Inc.
-12.65%
current return
Author Info
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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
$83.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
Pernas Research Passes On: Uber Technologies, Inc.
UBER (pass): Despite Q3 gross bookings +21% YoY & low ~15% adult penetration, passing on valuation at 31x EV/EBITDA (~18-20x normalized). EVs don't threaten model - need Uber's platform for utilization. Cross-platform users spend 3x more. Grocery/retail +30% revenue. Risks: 50% ex-US exposure, delivery recession-sensitive.
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