Added to YB: 2024-12-16
Pitch date: 2024-12-16
UBER [bullish]
Uber Technologies, Inc.
+43.23%
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
$189.7B
Pitch Price
$59.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
value
Show full summary:
Uber (UBER) Presents Compelling Long Case with Undervalued Mobility Segment
UBER long at $60: Market prices in Waymo threat with 8-9x fwd EBITDA multiple on mobility. Unlikely in 3-5 yrs. Waymo superior but 50-100% pricier, negative margins. AV scale inefficient due to high marginal costs. Mass market unlikely to pay $40-50 vs $10 Uber despite quality.
Read full article (1 min)