Grab Holdings Limited

NasdaqGS:GRAB Lagerbericht

Marktkapitalisierung: US$14.5b

Grab Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Grab Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 22.1% bzw. 15.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 21.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.9% betragen.

Wichtige Informationen

22.1%

Wachstumsrate der Gewinne

21.07%

EPS-Wachstumsrate

Transportation Gewinnwachstum13.8%
Wachstumsrate der Einnahmen15.5%
Zukünftige Eigenkapitalrendite10.88%
Analystenabdeckung

Good

Zuletzt aktualisiert11 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • May 15

Grab: The Indonesia Panic Is The Opportunity

Summary Grab Holdings Limited is reaffirmed as a Strong Buy with an updated price target of $7.80, reflecting robust Q1 2026 results and strategic catalysts. Q1 2026 delivered $955 million in revenue, 46% EBITDA growth, and a 12x net profit increase, despite seasonal softness and regional headwinds. The Indonesian commission cap is now a realized headwind, compressing Mobility margins on 20% of revenue, but Deliveries and Financial Services remain unaffected and are growing rapidly. Additive EBITDA from Taiwan foodpanda and Stash acquisitions, accelerated share buybacks, and GrabFin's breakeven trajectory underpin the investment thesis and valuation upside. Read the full article on Seeking Alpha
Neues Narrativ • May 07

AI And Regulatory Pressures Will Challenge Margins Yet Ultimately Support A Stronger Platform

Catalysts About Grab Holdings Grab Holdings operates a super app across Southeast Asia that connects users to mobility, deliveries and financial services. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Apr 19

GRAB: Buyback And foodpanda Deal Will Shape Long Term Upside

Analysts now see Grab Holdings' fair value easing slightly from about $6.38 to $6.30 per share, citing updated assumptions around the discount rate, revenue growth, profit margin, future P/E, and the potential long term earnings impact of the foodpanda deal and a recent upgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the foodpanda transaction as a contributor to long term EBITDA, which they factor into their assumptions for Grab Holdings' earnings power beyond 2028.
Neues Narrativ • Apr 07

Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore

Author: Qudus Adebara (Head of equity, Wane Trading Club) Grab Holdings Ltd has officially launched its autonomous ride-hailing service, Ai.R (Autonomously Intelligent Ride), in partnership with WeRide Inc. , marking a significant milestone in Southeast Asia’s transition toward next-generation urban mobility.
Narrativ-Update • Apr 04

GRAB: Buyback And foodpanda Deal Will Support Future Upside

Analysts have slightly trimmed their fair value estimate for Grab Holdings to $6.38 from $6.50, citing updated assumptions around revenue growth, profit margins and the potential EBITDA contribution from the planned foodpanda acquisition. Analyst Commentary Recent Street research around Grab Holdings has focused on the foodpanda acquisition, valuation resets and the path to higher profitability, which together help explain why some analysts are becoming more constructive while others stay cautious.
Narrativ-Update • Mar 20

GRAB: Share Buyback And Lidar Pact Will Drive Future Upside

Analysts have reduced their price target on Grab Holdings to $6.50 from $6.55, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent upgrades from major firms. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent upgrades as a signal that current pricing is closer to what they view as fair value, even after adjusting assumptions for discount rate and future P/E.
Narrativ-Update • Mar 06

GRAB: Share Buyback And Lidar Partnership Will Support Future Upside Potential

The analyst price target for Grab Holdings has shifted slightly from $6.65 to about $6.55 as analysts refresh their models with modestly adjusted assumptions for growth, margins, discount rate and future P/E, following recent research upgrades that highlight valuation support and a more constructive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts point to valuation support, with recent upgrades framed around the view that the current share price already reflects many execution risks.
Narrativ-Update • Feb 19

GRAB: Share Buyback And Lidar Partnership Will Shape Future Leadership

Analysts have revised their price target on Grab Holdings to $6.65, a modest reset that reflects slightly lower modeled fair value, revenue growth, and profit margin assumptions while still using a similar forward P/E framework. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade case as rooted in valuation, with the revised price target suggesting they still view the current P/E based framework as reasonable for Grab Holdings.
Narrativ-Update • Feb 05

GRAB: Indonesia Merger Talks And Q3 Execution Will Drive Future Leadership

Narrative Update The updated analyst price target for Grab Holdings edges lower to approximately $6.80 from about $6.83, as analysts factor in a slightly higher discount rate and a marginally lower future P/E multiple, while keeping their core growth and margin assumptions broadly unchanged. Analyst Commentary Recent research on Grab Holdings highlights a mix of optimism around execution and growth, alongside some caution around valuation and the path forward.
Narrativ-Update • Jan 21

GRAB: Indonesia Merger Talks Will Support Future Market Leadership

Analysts have nudged their price target for Grab Holdings slightly higher to about US$6.83 per share, citing recent upgrades, better than expected Q3 results, raised FY25 guidance, and confidence in the company's category leading position and long term growth outlook in Southeast Asia. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 results that were better than expected, with the company beating both top and bottom line consensus, which supports their case for higher valuation multiples.
Narrativ-Update • Jan 07

GRAB: Indonesia Merger Talks And Q3 Momentum Will Support Future Leadership

Analysts have nudged their implied fair value for Grab Holdings slightly higher to about $6.84 from $6.83, citing recent Q3 results that topped expectations and led several firms to lift their price targets to $7 after reporting strong growth metrics and raised guidance. Analyst Commentary Street research commentary around Grab Holdings is broadly constructive, with several firms lifting price targets to $7 after Q3 results and updated guidance.
Analyseartikel • Jan 05

Is Grab Holdings Limited (NASDAQ:GRAB) Trading At A 32% Discount?

Key Insights The projected fair value for Grab Holdings is US$7.46 based on 2 Stage Free Cash Flow to Equity Grab...
Narrativ-Update • Dec 15

GRAB: Indonesia Merger Talks Will Drive Future Market Leadership Dominance

Analysts have nudged their average price target for Grab Holdings higher to about $7.00 from roughly $6.50, reflecting confidence in the company’s better than expected Q3 performance, its strengthened multi year growth outlook, and its sustained market leadership despite recent valuation driven caution. Analyst Commentary Bullish analysts broadly interpret the recent quarterly beat and guidance raise as evidence that Grab is executing ahead of plan, which they see as justifying higher price targets and a richer growth multiple.
Narrativ-Update • Nov 30

GRAB: Indonesia Merger Talks Will Drive Leadership Position and Market Share Expansion

Analysts have modestly raised their fair value estimate for Grab Holdings to $6.83, citing stronger-than-expected third quarter results and continued momentum in key growth metrics. Analyst Commentary Recent analyst reviews reflect a largely positive sentiment toward Grab Holdings, with some maintaining a degree of caution following the company's strong share price performance.
Narrativ-Update • Nov 16

GRAB: Market Share Could Expand Significantly on Potential Indonesia Merger

Analysts have raised their price target for Grab Holdings by $0.35 to $6.80, citing stronger than expected Q3 results, revised FY25 guidance, and improved long-term growth prospects. Analyst Commentary Recent Street research highlights a mix of positive outlooks and valuation-driven caution regarding Grab Holdings following its Q3 results and updated guidance.
Narrativ-Update • Nov 01

GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook

Analysts have raised their price target for Grab Holdings from $5.60 to $6.50. They cite strong GMV momentum and upward revisions to future earnings estimates as the reasons for the increase.
Narrativ-Update • Oct 18

Southeast Asia Fintech Expansion Will Unlock Long-Term Value

The analyst price target for Grab Holdings has increased from $6.29 to $6.45. Analysts cite stronger GMV momentum and improved earnings estimates, despite a recent valuation-driven downgrade.
Narrativ-Update • Oct 04

Southeast Asia Fintech Expansion Will Unlock Long-Term Value

Analysts have modestly increased their fair value estimate for Grab Holdings to $6.29 from $6.19, citing continued growth momentum and updated financial projections. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Grab Holdings' near-term prospects and valuation.
Analyseartikel • Sep 19

Grab Holdings Limited (NASDAQ:GRAB) Looks Just Right With A 26% Price Jump

Despite an already strong run, Grab Holdings Limited ( NASDAQ:GRAB ) shares have been powering on, with a gain of 26...
Narrativ-Update • Sep 19

Southeast Asia Fintech Expansion Will Unlock Long-Term Value

Analysts have raised Grab Holdings' price target to $6.19 on the back of strong GMV-driven revenue outlook and earnings upgrades, though caution remains amid sharp recent share price gains and valuation concerns. Analyst Commentary Strong GMV (gross merchandise value) momentum continues to support positive outlook for revenue growth.
Analyseartikel • Sep 17

Weekly Picks: 🚖 A super-app quietly consolidating an entire region and 2 more picks

This week’s picks cover: Why ADUS HomeCare is a high quality name with defensive revenues worth watching, why near term skepticism on Verve Group may be overdone, and how Grab's network effects could allow it to dominate South East Asia as a super-app.
Narrativ-Update • Sep 17

GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

BlackGoat has increased profit margin from 16.0% to 18.0%.
Narrativ-Update • Sep 14

GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

GRAB has decisively broken out from its year long consolidation range, confirming the bullish momentum I anticipated. After quickly reaching the $6 level, I have increased my Fair Value estimate to $6.60.
Narrativ-Update • Aug 21

GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

BlackGoat made no meaningful changes to valuation assumptions.
Analyseartikel • Aug 06

Shareholders Will Be Pleased With The Quality of Grab Holdings' (NASDAQ:GRAB) Earnings

NasdaqGS:GRAB 1 Year Share Price vs Fair Value Explore Grab Holdings's Fair Values from the Community and select yours...
Analyseartikel • Jul 16

Is Now The Time To Look At Buying Grab Holdings Limited (NASDAQ:GRAB)?

Today we're going to take a look at the well-established Grab Holdings Limited ( NASDAQ:GRAB ). The company's stock saw...
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Neues Narrativ • Apr 22

Saver Rides And Priority Deliveries Will Transform The On-Demand Ecosystem

Strategic focus on tech and service diversity aims to boost revenue, margins, and user engagement through innovation and partnerships.
Seeking Alpha • Apr 16

Like Uber, Grab Is Building A Winner-Takes-Most Platform

Summary Grab's poor stock performance doesn't reflect its operational progress; it's following Uber's successful playbook in mobility. Uber's dominance in ride-hailing is due to its supply-led strategy, which Grab is also adopting in Southeast Asia. Grab's growth is hindered by competitive markets, but its dual focus on supply and demand aggregation offers long-term potential. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Grab Holdings: This Is Not A Meme Stock

Summary Through a series of events, Grab stock suddenly became everyone's favorite stock. The hype didn't last long as Grab reported mixed Q4 earnings results, sending shares lower by 10%. Despite the selloff, Grab is on the best fundamental footing ever. Shares remain undervalued with decent upside potential — but expectations need to be curbed. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Grab This Buying Opportunity Before It Is Gone

Summary Recent share price weakness for Grab offers a good buying opportunity for the upcoming growth, profitability enhancement and FCF improvement. While the company is growing its user base, its strategy of bringing annual transacting users to monthly or even daily through enhanced product offerings and cross-selling drives secular growth. Grab will report its 4Q24 result on 21 Feb. I expect another strong set of results, with its first positive operating profit and further growth in FCF. The current share price of $4.8 appears undervalued; DCF purely based on Mobility and Deliveries suggests a fair value of $5.5/share on conservative assumptions. Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Grab Holdings: Turning The Tide With Profitability Indicates A Buy

Summary Grab Holdings' shift from 'growth-at-all-costs' to a focus on profitability, operational efficiency, and strategic business developments has driven its stock price recovery. The company's diversified services and expansion into financial services, coupled with a successful share buyback program, demonstrate strong growth potential. Positive financial trends, including revenue growth and improving net income, signal a promising future despite past losses and challenging macroeconomic conditions. Technical analysis indicates a solid support level at $4, suggesting a potential bull run with a short-term target of $6, making GRAB a 'Buy.' Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

Grab: After A Sharp Rally This Year, It's Time To Start Taking Profits (Rating Downgrade)

Summary Grab's stock has surged over 50% YTD due to strong bookings and product expansion, while Uber has lagged. With this in mind, I'm downgrading Grab to a neutral rating. Despite Grab's impressive Q3 results, its high valuation compared to U.S. peers like Uber and Lyft suggests it's time to take profits. Key risks beyond valuation for Grab include competition from Gojek and exposure to credit risk from its growing finance arm, despite strong cash reserves. Keep Grab on your watch list to re-enter at a more favorable price. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Grab Holdings: So Many Bullish Catalysts Ahead

Summary Grab's superapp dominates Southeast Asia's mobility and delivery markets, leveraging extensive consumer data to drive growth in digital financial services. Q3 earnings exceeded expectations with $716 million in revenue, $62 million YoY EBITDA improvement, and $76 million TTM adjusted free cash flow. Despite profitability concerns, Grab's strategic investments and data-driven approach position it for sustainable growth, especially in the underbanked Southeast Asian market. Valued at a premium, Grab's growth potential and efficient customer acquisition make it a strong buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 17

Grab: A Waking Giant

Summary Grab recently posted a double-beat on Q3 earnings, sending shares 11% higher. Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive net income. Its transition from a cash-burning business to a profitable cash flow machine will be a key driver of share price appreciation. At $3, Grab was a sleeping giant. Today, Grab has finally woken up from its 2-year hibernation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 10

A Buy Antithesis For Grab Holdings

Summary Growth is slowing. Low-margins limit long-term profitability. The digital banking venture will face scaling challenges. Elevated valuation suggests recent positives are priced in. Read the full article on Seeking Alpha
Seeking Alpha • Sep 18

Massive Growth In Users As Grab Holdings Expands Its Suite Of Offerings

Summary Grab is a great international diversification play, with favorable exposure to fast-growing Southeast Asia. The company is adding users at a rapid clip, helped by affordability options like Saver Delivery, which are improving order frequency. The company is consolidating its cost structure and regional management, helping to boost its adjusted EBITDA margins. U.S. interest rate cuts should also help to ease FX headwinds for Grab, boosting its reported growth rates. Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

Grab: Profitability In Sight

Summary Not much has changed for Grab on its path to profitability. Both its core businesses continue to gain top and bottom-line momentum. Don’t forget the massive net cash that is slowly but surely being deployed. Havingbeen harshly penalized recently, Grab stock is worth a look into earnings. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grab's Path To Profitability Mirrors Uber's; We See Huge Upside In This Forgotten Stock

Summary Grab Holdings went public in 2021 as the 'Uber of Southeast Asia' but shares have dropped over 72% since the debut. The Company's financials are surging, and we see a path to bottom-line profitability by late this year or early 2025. With a reasonable-looking valuation, we see an inflection in profitability as a catalyst that could cause a re-rating in the stock to the upside. This is similar to what happened with Uber after we called it out in June of last year. We rate GRAB stock a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

Grab: Reducing Costs And Growing Through Tourism

Summary Grab offers deliveries, mobility, and financial services in Southeast Asia, with a stock price down 70% since its IPO in 2021. Grab has a dominant market share and a strong brand name. The company will continue to grow due to its newer financial services segment and the rise of tourism in Singapore. Despite initial losses, Grab's increasing cost-efficiency and profitability, along with growth in customer base, make it a buy. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:GRAB - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20285,8787891,1711,18516
12/31/20274,96357889198924
12/31/20264,10642085887222
3/31/20263,552380-163-53N/A
12/31/20253,370268-4479N/A
9/30/20253,228122148263N/A
6/30/20253,072111609727N/A
3/31/20252,91723811936N/A
12/31/20242,797-105739852N/A
9/30/20242,686-96481573N/A
6/30/20242,584-213467554N/A
3/31/20242,487-294138233N/A
12/31/20232,359-434-686N/A
9/30/20232,208-855-1288N/A
6/30/20231,976-1,091-373-288N/A
3/31/20231,730-1,504-582-509N/A
12/31/20221,433-1,683-872-798N/A
9/30/20221,053-2,352-1,234-1,148N/A
6/30/2022828-2,994-1,442-1,352N/A
3/31/2022687-3,215-1,339-1,252N/A
12/31/2021675-3,449-1,039-954N/A
9/30/2021749-2,985-676-626N/A
6/30/2021787-2,608-447-409N/A
3/31/2021646-2,552-564-525N/A
12/31/2020469-2,608-683-643N/A
12/31/2019-845-3,747N/A-2,112N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: GRABDas prognostizierte Gewinnwachstum (22.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: GRABDie Erträge des Unternehmens (22.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: GRABEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: GRABDie Einnahmen des Unternehmens (15.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: GRABDie Einnahmen des Unternehmens (15.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: GRABDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.9%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/17 02:34
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Grab Holdings Limited wird von 40 Analysten beobachtet. 24 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Angus MackintoshAletheia Analyst Network Limited
Jiong ShaoBarclays
Yanfang JiangBenchmark Company