Added to YB: 2024-10-25
Pitch date: 2024-10-24
GRAB [bullish]
Grab Holdings Limited
-14.8%
current return
Author Info
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Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$14.6B
Pitch Price
$4.16
Price Target
7.00 (+98%)
Dividend
N/A
EV/EBITDA
30.64
P/E
31.30
EV/Sales
2.82
Sector
Ground Transportation
Category
growth
A Monopoly with Widening Moats and Clear Growth Runway - Grab Holdings Limited
GRAB: SE Asia's dominant super app. 55% food delivery share, 50%+ ride-hailing. Beat Uber. Strong execution, local focus. Profitable 2023. 12% CAGR to $15B rev by 2037. Risks: key man, regulation. $7/share target. Undervalued at $4, market cap $16B. Adding to portfolio.
Read full article (11 min)