Added to YB: 2026-08-11
Pitch date: 2026-08-08
GRAB [bullish]
Grab Holdings Limited
+0.41%
current return
Author Info
No bio for this author
Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$14.9B
Pitch Price
$3.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.59
P/E
33.22
EV/Sales
2.91
Sector
Ground Transportation
Category
growth
3 Global Quality Companies - Singapore: Grab Holdings ($GRAB) – The Operating System for Daily Life in Southeast Asia
GRAB: SE Asia superapp, 71%/65% mobility/delivery share. First full-year net profit $200M in 2025 after 16 quarters improving EBITDA. Trades ~7.5x 2028 EV/FCF ($5B net cash). 20% rev CAGR target, EBITDA tripling to $1.5B. Fintech breakeven H2'26, GrabAds 60% margin. Base case 14-28% CAGR. Risks: Indonesia commission caps, gig reclassification, dual-class governance, high short interest. Stock -48% LTM.
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