Grab Holdings (GRAB) Aperçu de l'action
Grab Holdings Limited exploite la superapp Grab au Cambodge, en Indonésie, en Malaisie, au Myanmar, aux Philippines, à Singapour, en Thaïlande et au Vietnam. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 4/6 |
| Performances passées | 4/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
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Grab Holdings Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$3.52 |
| Plus haut sur 52 semaines | US$6.62 |
| Plus bas sur 52 semaines | US$3.18 |
| Bêta | 0.89 |
| Variation sur 1 mois | 6.34% |
| Variation sur 3 mois | -1.95% |
| Variation sur 1 an | -29.74% |
| Variation sur 3 ans | -4.61% |
| Variation sur 5 ans | -66.44% |
| Évolution depuis l'introduction en bourse | -70.40% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 04
GRAB: Superbank Consolidation And Buybacks Will Support Long Term Profitability Reassessment
The analyst price target for Grab Holdings has shifted modestly to a new fair value estimate of $4.60 per share, as analysts incorporate updated Q2 research that includes revised revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Grab Holdings shows a mix of views, with several firms revisiting their price targets around the Q2 results and related guidance updates.Seeking Alpha • Aug 04
Grab Q2: The Super App Is Just Getting Started
Summary Grab Holdings Limited delivered a solid Q2, demonstrating the power of its super app. GRAB raised full-year revenue guidance to 22-23% YoY growth and expects 44-48% adj. EBITDA growth, reflecting increased confidence in its long-term thesis. Grab's super app ecosystem is strengthening, with promising optionalities in groceries, financial services, and advertising, though competition in groceries remains intense. GRAB stock valuation remains attractive at ~25x 2027 earnings and 2.3x fwd EV/sales, supported by robust core growth and operating leverage; I maintain a Buy rating. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Aug 04
GRAB: Superbank Consolidation And Buybacks Will Support Long Term Profitability Reassessment
The analyst price target for Grab Holdings has shifted modestly to a new fair value estimate of $4.60 per share, as analysts incorporate updated Q2 research that includes revised revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Grab Holdings shows a mix of views, with several firms revisiting their price targets around the Q2 results and related guidance updates.Seeking Alpha • Aug 04
Grab Q2: The Super App Is Just Getting Started
Summary Grab Holdings Limited delivered a solid Q2, demonstrating the power of its super app. GRAB raised full-year revenue guidance to 22-23% YoY growth and expects 44-48% adj. EBITDA growth, reflecting increased confidence in its long-term thesis. Grab's super app ecosystem is strengthening, with promising optionalities in groceries, financial services, and advertising, though competition in groceries remains intense. GRAB stock valuation remains attractive at ~25x 2027 earnings and 2.3x fwd EV/sales, supported by robust core growth and operating leverage; I maintain a Buy rating. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 18
GRAB: Superbank And Stash Acquisition Will Reshape Medium Term Profitability Profile
Analysts have trimmed the average price target for Grab Holdings to $7.41 from $7.60, reflecting a mix of recent target cuts and increases, as firms weigh updated revenue, margin and P/E assumptions alongside views on growth momentum and contributions from assets like Superbank. Analyst Commentary Recent street research on Grab Holdings shows a split picture, with some firms cutting targets while bullish analysts highlight potential upside tied to execution on guidance, contributions from Superbank and expectations around upcoming results.Mise à jour du récit • Jul 04
GRAB: Superbank Consolidation Will Drive Long Term Profitability Reassessment
Analysts have nudged their price targets for Grab Holdings higher, with one moving from $5.90 to $6.25, citing updated views on fair value, profitability, growth assumptions and the potential contribution from Superbank. Analyst Commentary Recent research on Grab Holdings shows a mix of optimism around long term opportunities and caution around how that potential is reflected in the current valuation.
Mise à jour du récit • Jun 16
GRAB: foodpanda Taiwan Deal And AI Will Support Long Term Upside
Analysts have made modest reductions to their average price targets on Grab Holdings, generally in the range of $0.10 to $1.00, as they factor in recent report updates on areas such as the foodpanda transaction, projected EBITDA timing and revised growth and margin assumptions. Analyst Commentary Recent Street research on Grab Holdings gives you a mixed picture, with some analysts seeing upside from the foodpanda deal and others trimming price targets as they reassess growth, margins and execution timelines.Mise à jour du récit • Jun 02
GRAB: AI And foodpanda Expansion Will Drive Long Term Upside
Grab Holdings’ updated analyst price target moves from $6.30 to $5.97, reflecting analysts’ recent cuts to fair value and revenue growth assumptions, along with slightly higher discount rate estimates, even as they factor in modestly better profit margin and future P/E expectations. Analyst Commentary Recent Street research on Grab Holdings shows a mix of optimism about long term business drivers and caution around valuation assumptions and execution risk.Nouveau récit • May 22
AI And Electrification Will Support A Stronger Future For This Super App
Catalysts About Grab Holdings Grab Holdings operates a super app across Southeast Asia that connects users with mobility, deliveries and financial services. What are the underlying business or industry changes driving this perspective?Nouveau récit • 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?Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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.
Mise à jour du récit • 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%.Mise à jour du récit • 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.Mise à jour du récit • Aug 21
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
BlackGoat made no meaningful changes to valuation assumptions.
Nouveau récit • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendement pour les actionnaires
| GRAB | US Transportation | US Marché | |
|---|---|---|---|
| 7D | -1.7% | 1.1% | -1.2% |
| 1Y | -29.7% | 14.2% | 18.3% |
Rendement vs Industrie: GRAB a sous-performé le secteur US Transportation qui a rapporté 14.2 % au cours de l'année écoulée.
Rendement vs marché: GRAB a sous-performé le marché US qui a rapporté 18.3 % au cours de l'année écoulée.
Volatilité des prix
| GRAB volatility | |
|---|---|
| GRAB Average Weekly Movement | 5.4% |
| Transportation Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: GRAB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GRAB ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2012 | 12,012 | Anthony Tan | www.grab.com/sg |
Grab Holdings Limited exploite la superapp Grab au Cambodge, en Indonésie, en Malaisie, au Myanmar, aux Philippines, à Singapour, en Thaïlande et au Viêt Nam. L'entreprise propose des services de livraison sur sa plateforme, tels que GrabFood, un service de commande et de livraison de nourriture ; Dine-Out pour la réservation de tables ; GrabMart, un service de commande et de livraison de marchandises ; GrabAds, une solution de publicité en ligne ; GrabExpress, un service de réservation de livraison de colis ; la plateforme Grab for Business, un portail de gestion unifiée pour les entreprises clientes. Elle propose également GrabKios, un réseau d'agents ; GrabCar, qui permet à un chauffeur partenaire de location privée de s'inscrire auprès de Grab et d'accepter des réservations par l'intermédiaire de son application pour chauffeurs partenaires ; et GrabTaxi, qui permet à un chauffeur partenaire de taxi de s'inscrire auprès de Grab et d'accepter des réservations par l'intermédiaire de l'application pour chauffeurs partenaires de Grab.
Grab Holdings Limited Résumé des fondamentaux
| GRAB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$14.19b |
| Bénéfices(TTM) | US$598.00m |
| Recettes(TTM) | US$3.73b |
24.0x
Ratio P/E3.8x
Ratio P/SLe site GRAB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GRAB compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.73b |
| Coût des recettes | US$2.22b |
| Marge brute | US$1.51b |
| Autres dépenses | US$912.00m |
| Les revenus | US$598.00m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.15 |
| Marge brute | 40.47% |
| Marge bénéficiaire nette | 16.03% |
| Ratio dettes/capitaux propres | 24.6% |
Quelles ont été les performances à long terme de GRAB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/24 22:03 |
| Cours de l'action en fin de journée | 2026/08/24 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Grab Holdings Limited est couverte par 40 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Angus Mackintosh | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Yanfang Jiang | Benchmark Company |