Added to YB: 2026-07-28
Pitch date: 2026-07-24
UBER [neutral]
Uber Technologies, Inc.
+2.71%
current return
Author Info
No bio for this author
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
$134.2B
Pitch Price
$66.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.74
P/E
16.30
EV/Sales
2.57
Sector
Ground Transportation
Category
special_situation
Uber: The $15 Billion Order
UBER (overview): Acquiring Delivery Hero for $15B (€41.50/share) to gain leading brands across Asia, LatAm, MidEast, Europe. Uber already ~53% economic interest. Expands to 99 markets, $236B combined 2025 bookings. ~14x EBITDA, falling to ~8x 2027 if $1.2B synergies hit in 18mo. Cross-platform users = 3x bookings, 50% lower CAC. AV hedge. Risks: EU antitrust (close ~late 2027), integration.
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