Added to YB: 2024-12-23
Pitch date: 2024-12-20
UBER [bullish]
Uber Technologies, Inc.
+39.8%
current return
Author Info
Schwar Capital is an investment firm with a newsletter that shares high-quality investing insights each week. Sign up for the newsletter.
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
$60.88
Price Target
90.00 (+6%)
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
growth
UBER Investment Thesis Statement
UBER: Strong growth & FCF gen (Q3: rev +20% YoY, FCF +133% YoY). AV threat overstated; Uber well-positioned w/ partnerships. Moat strengthening via network effects & Uber One. Initiating buybacks. FCF growth est. 20-25%. PT $90 (50% upside). Risks: reg challenges, competition, macro headwinds.
Read full article (6 min)