Added to YB: 2026-02-19
Pitch date: 2026-02-16
GRAB [neutral]
Grab Holdings Limited
+5.01%
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
$17.5B
Pitch Price
$4.19
Price Target
6.00 (+36%)
Dividend
N/A
EV/EBITDA
49.21
P/E
71.17
EV/Sales
3.72
Sector
Ground Transportation
Category
growth
GRAB | Grab Q4 2025 Earnings Highlights
GRAB (earnings): Q4 rev $906M (miss $941M), +19% YOY but first full-year net profit $153M marks shift from subsidies to sustainable model. $500M buyback (3% of mcap) signals cash flow confidence. Acquired Stash ($425M) for fintech expansion into micro-investing/wealth mgmt to boost LTV/ARPU. 2026 guidance $4.04-4.1B rev (20% CAGR target). At $4, trades 2.95x EV/Sales, 18.6x EV/EBITDA vs 20% growth=attractive PEG. Risks: TikTok competition, Stash integration, slowing growth to 15-17%
Read full article (8 min)