Added to YB: 2026-08-26
Pitch date: 2026-08-24
DIDIY [neutral]
DiDi Global Inc.
+2.17%
current return
Author Info
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Company Info
DiDi Global Inc. operates a mobility technology platform that provides various mobility and other services in the People's Republic of China, Brazil, Mexico, and internationally.
Market Cap
$116.7B
Pitch Price
$3.68
Price Target
7.50 (+99%)
Dividend
N/A
EV/EBITDA
70.35
P/E
-698.53
EV/Sales
0.40
Sector
Ground Transportation
Category
value
Theoria Weekly - DiDi 2026Q2: Early Signs of Margin Improvement in Brazil?
DIDIY (earnings): Q2'26 (rep. Aug 13): shares +10% as intl GTV grew ~60% YoY yet Brazil losses didn't widen—EBITDA margin inflecting; mgmt now targets intl profitability by 2028. China Mobility GTV +8.1% (4th straight quarter of decelerating sequential growth) but record 24% take rate. Author's prior 'intl turns profitable soon' thesis broken. SOTP at 12x EBITDA China + 0.5x fwd GTV intl (called conservative) implies >2x current price if market re-rates. Risk: robotaxi capex could be the next cash pit, mirroring Uber's >$10B AV commitment.
Read full article (3 min)