Added to YB: 2026-05-12
Pitch date: 2026-05-09
UBER [bullish]
Uber Technologies, Inc.
+0.86%
current return
Author Info
Dengler Deep Dives focuses on fast-growing businesses that preferably return capital through buybacks or dividends when appropriate. 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
$153.6B
Pitch Price
$75.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.37
P/E
18.65
EV/Sales
2.93
Sector
Ground Transportation
Category
value
UBER Is Buying Back Shares While the Stock Lags the Market
UBER: Strong Q4—gross bookings $53.7B (+25% YoY), rev $13.2B (+14%), adj EPS $0.72 (beat), 199M users (+17%), 50M Uber One members (50% of bookings). FCF $2.3B; returned $3B via buybacks (131% of FCF), reducing shares 1.1%. Trading 22.9x EV/EBITDA (low since '24) vs 40x a year ago despite stock only down 8%. Autonomous aggregator optionality. Momentum lag vs peers despite firing on all cylinders. Long.
Read full article (2 min)