Added to YB: 2026-09-15
Pitch date: 2026-09-11
UBER [bullish]
Uber Technologies, Inc.
+0.91%
current return
Author Info
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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
$146.4B
Pitch Price
$71.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.53
P/E
15.64
EV/Sales
2.76
Sector
Ground Transportation
Category
special_situation
Uber’s Delivery Hero Deal: A Smart Expansion or an Expensive Mistake?
UBER (hold): Uber’s proposed Delivery Hero acquisition looks strategically sound, but fair value, buy zones and the verdict remain unchanged because potential synergies are not being credited before approval and a second-half 2027 close. The €41.50-a-share offer values equity near €13B, over 50x expected 2026 FCF and ~21x consensus 2028 FCF; geographic expansion is compelling, but integrating a complex, lower-margin portfolio is the most important risk.
Read full article (6 min)