Added to YB: 2026-07-09
Pitch date: 2026-07-07
GRAB [neutral]
Grab Holdings Limited
-2.81%
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
$16.1B
Pitch Price
$3.92
Price Target
9.70 (+155%)
Dividend
N/A
EV/EBITDA
36.48
P/E
101.04
EV/Sales
3.26
Sector
Ground Transportation
Category
growth
Grab: The Super-App Turned Profitable. The Bank Inside It Breaks Even Next — That's the Entry I'm Watching.
GRAB (watchlist): Cheapest of peers (~15x fwd EV/EBITDA vs Uber 21x, Sea 19x, MELI 25x, DASH 28x) while growing EBITDA ~42%. First FY25 profit ~$200M, ~$400M FY26E. Adj EBITDA guided $500M→$1.5B by 2028 on 20% rev growth. Key catalyst: GrabFin fintech breakeven H2'26. $5B net cash. Base $5.90 (+51%), bull $7.90 (GoTo merger), bear $3.20. ~21%/yr to $9.70 by 2031. Not owned—framework note.
Read full article (9 min)