Added to YB: 2026-09-24
Pitch date: 2026-09-21
GRAB [bullish]
Grab Holdings Limited
+5.09%
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
$11.4B
Pitch Price
$3.04
Price Target
3.36 (+6%)
Dividend
N/A
EV/EBITDA
21.33
P/E
24.44
EV/Sales
1.97
Sector
Ground Transportation
Category
growth
An Objective Consideration Of Grab
GRAB (hold): The position remains long: Grab’s deliveries business alone is estimated to offer a roughly 4.5% free-cash-flow yield growing around 20%, with normalized value of $3.36 per share versus a $2.80 share price; Mobility and FinTech provide additional upside. Atome adds an Affirm-like BNPL platform, but the acquisition appears defensive and introduces credit-cycle complexity amid energy, currency, autonomous-vehicle and execution risks.
Read full article (16 min)