Grab Holdings（GRAB N）株式概要Grab Holdings Limitedはカンボジア、インドネシア、マレーシア、ミャンマー、フィリピン、シンガポール、タイ、ベトナムでスーパーアプリの提供を行っている。 詳細GRAB N ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績4/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より46.1%で取引されている 収益は年間22.75%増加すると予測されています 過去1年間で収益は1552.2%増加しました アナリストらは、株価が50.1%上昇するだろうとほぼ一致している。 リスク分析高いレベルの非現金収入 MX市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るGRAB N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW493,086 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG493,086 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$67.808.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b7b2016201920222025202620282031Revenue US$7.4bEarnings US$787.0mAdvancedSet Fair ValueView all narrativesGrab Holdings Limited 競合他社Grupo Aeroportuario del Pacífico. deSymbol: BMV:GAP BMarket cap: Mex$245.4bGrupo Aeroportuario del Sureste S. A. B. de C. VSymbol: BMV:ASUR BMarket cap: Mex$149.7bPromotora y Operadora de Infraestructura S. A. B. de C. VSymbol: BMV:PINFRA *Market cap: Mex$116.7bGrupo Aeroportuario del Centro Norte. deSymbol: BMV:OMA BMarket cap: Mex$91.3b価格と性能株価の高値、安値、推移の概要Grab Holdings過去の株価現在の株価US$67.8052週高値US$121.5052週安値US$55.35ベータ0.881ヶ月の変化16.72%3ヶ月変化2.73%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-27.87%最新ニュースお知らせ • Jul 09Grab Holdings Limited to Report Q2, 2026 Results on Aug 03, 2026Grab Holdings Limited announced that they will report Q2, 2026 results After-Market on Aug 03, 2026お知らせ • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.033 (vs US$0.006 in 1Q 2025)First quarter 2026 results: EPS: US$0.033 (up from US$0.006 in 1Q 2025). Revenue: US$955.0m (up 24% from 1Q 2025). Net income: US$136.0m (up 467% from 1Q 2025). Profit margin: 14% (up from 3.1% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.お知らせ • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide Inc. and Grab Holdings Limited commenced public operations for the Ai.R (Autonomously Intelligent Ride) service in Punggol. The Ai.R (Autonomously Intelligent Ride) service is operated by Grab Holdings Limited and features WeRide Inc.’s GXR and Robobus autonomous vehicle models. The transition to public service follows a rigorous community engagement phase. Since January 2026, more than 1,000 passengers trialled the service and provided feedback that has improved the ride experience. To date, the Ai.R fleet has safely clocked 30,000km of autonomous mileage. The development of the Ai.R service has unlocked new career paths for Grab Holdings Limited’s driver-partners, including roles such as Safety Operator and Remote Operator. During the initial phase of public rides, Safety Operators will be onboard the autonomous vehicles to help ensure a seamless journey. 14 Grab Holdings Limited driver-partners have successfully completed specialised training with WeRide Inc. and GrabAcademy to become certified Safety Operators and another batch of Grab Holdings Limited driver-partners are currently undergoing training and assessments. WeRide Inc. and GrabAcademy have also commenced Remote Operator training, where participants learn how to monitor the fleet remotely from the Ai.R Operations Command Centre. The public can register for rides on the Ai.R fleet via a dedicated reservation link on the Ai.R website. Designed in consultation with the community, the routes connect residents to key amenities and transport nodes. During the public ride phase, passengers can select their preferred routes and timings. The Ai.R fleet operates on weekdays (Monday–Friday) from 9:30 AM to 5:30 PM. Riders can choose between two full autonomous vehicle shuttle routes. A 20-minute "Mini Route" will also be offered for those looking for a shorter autonomous vehicle experience. Rides will be free till commercial service begins in mid-2026, allowing more passengers to share their feedback, as well as gathering insights into usage patterns, to help to fine-tune service and pricing standards for the introductory discounted fare. The launch of Ai.R service underscores WeRide Inc. and Grab Holdings Limited’s commitment to deploy robotaxis and autonomous shuttles in Southeast Asia. Moving from the first Milestone 1 (M1) assessment to full public operations in about seven months, the project’s momentum highlights the maturity of WeRide Inc.’s technology, Grab Holdings Limited’s operational and technical capabilities, as well as the close collaboration with the government. As active members of Singapore’s Steering Committee on Autonomous Vehicles, WeRide Inc. and Grab Holdings Limited continue to work alongside the government to ensure autonomous vehicles are safely integrated into the national transport system.最新情報をもっと見るRecent updatesお知らせ • Jul 09Grab Holdings Limited to Report Q2, 2026 Results on Aug 03, 2026Grab Holdings Limited announced that they will report Q2, 2026 results After-Market on Aug 03, 2026お知らせ • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.033 (vs US$0.006 in 1Q 2025)First quarter 2026 results: EPS: US$0.033 (up from US$0.006 in 1Q 2025). Revenue: US$955.0m (up 24% from 1Q 2025). Net income: US$136.0m (up 467% from 1Q 2025). Profit margin: 14% (up from 3.1% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.お知らせ • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide Inc. and Grab Holdings Limited commenced public operations for the Ai.R (Autonomously Intelligent Ride) service in Punggol. The Ai.R (Autonomously Intelligent Ride) service is operated by Grab Holdings Limited and features WeRide Inc.’s GXR and Robobus autonomous vehicle models. The transition to public service follows a rigorous community engagement phase. Since January 2026, more than 1,000 passengers trialled the service and provided feedback that has improved the ride experience. To date, the Ai.R fleet has safely clocked 30,000km of autonomous mileage. The development of the Ai.R service has unlocked new career paths for Grab Holdings Limited’s driver-partners, including roles such as Safety Operator and Remote Operator. During the initial phase of public rides, Safety Operators will be onboard the autonomous vehicles to help ensure a seamless journey. 14 Grab Holdings Limited driver-partners have successfully completed specialised training with WeRide Inc. and GrabAcademy to become certified Safety Operators and another batch of Grab Holdings Limited driver-partners are currently undergoing training and assessments. WeRide Inc. and GrabAcademy have also commenced Remote Operator training, where participants learn how to monitor the fleet remotely from the Ai.R Operations Command Centre. The public can register for rides on the Ai.R fleet via a dedicated reservation link on the Ai.R website. Designed in consultation with the community, the routes connect residents to key amenities and transport nodes. During the public ride phase, passengers can select their preferred routes and timings. The Ai.R fleet operates on weekdays (Monday–Friday) from 9:30 AM to 5:30 PM. Riders can choose between two full autonomous vehicle shuttle routes. A 20-minute "Mini Route" will also be offered for those looking for a shorter autonomous vehicle experience. Rides will be free till commercial service begins in mid-2026, allowing more passengers to share their feedback, as well as gathering insights into usage patterns, to help to fine-tune service and pricing standards for the introductory discounted fare. The launch of Ai.R service underscores WeRide Inc. and Grab Holdings Limited’s commitment to deploy robotaxis and autonomous shuttles in Southeast Asia. Moving from the first Milestone 1 (M1) assessment to full public operations in about seven months, the project’s momentum highlights the maturity of WeRide Inc.’s technology, Grab Holdings Limited’s operational and technical capabilities, as well as the close collaboration with the government. As active members of Singapore’s Steering Committee on Autonomous Vehicles, WeRide Inc. and Grab Holdings Limited continue to work alongside the government to ensure autonomous vehicles are safely integrated into the national transport system.Recent Insider Transactions • Mar 26Chief Accounting Officer recently sold Mex$956k worth of stockOn the 20th of March, John Pierantoni sold around 15k shares on-market at roughly Mex$64.50 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Mar 23Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million.Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million on March 23, 2026. A cash consideration of $600 million will be paid by Grab Holdings Limited. After the acquisition, Grab will have a presence across 21 cities in Taiwan. This deal combines Grab’s AI-enabled products and deep operational expertise with foodpanda’s extensive coverage across Taiwan. J.P. Morgan SE acted as financial advisor for Delivery Hero SE (XTRA:DHER). The transaction is subject to regulatory approvals and customary closing conditions. The transaction is expected to complete in the second half of 2026.お知らせ • Feb 13Grab Holdings Limited (NasdaqGS:GRAB) announces an Equity Buyback for $500 million worth of its shares.Grab Holdings Limited (NasdaqGS:GRAB) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its outstanding Class A ordinary shares. The company intends to fund the repurchases with excess cash after allocating and potentially allocating for investments to drive growth.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.065 (vs US$0.026 loss in FY 2024)Full year 2025 results: EPS: US$0.065 (up from US$0.026 loss in FY 2024). Revenue: US$3.37b (up 21% from FY 2024). Net income: US$268.0m (up US$373.0m from FY 2024). Profit margin: 8.0% (up from net loss in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.お知らせ • Feb 12Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million.Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million on February 11, 2026. The payment for 50.1% equity interest to be made at Closing in a combination of cash and stock, and subsequent payments will be made in cash or stock at Grab’s discretion. Stash will remain a standalone entity as part of Grab’s business. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the third quarter of 2026.New Risk • Jan 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Jan 08Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove.Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove on December 19, 2025. Following the acquisition, Infermove is set to continue its operations as an independent entity, as confirmed by Grab's CTO, Suthen Thomas. Founder of Infermove, Aaron Lu will remain at the helm, leading his team to further develop their innovative technologies. Infermove reported revenues of CNY 10 million in 2025. Grab Holdings Limited (NasdaqGS:GRAB) completed the acquisition of Infermove on December 19, 2025.Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$89.99. The fair value is estimated to be Mex$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Laura Franco was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$90.40. The fair value is estimated to be Mex$114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.お知らせ • Dec 01Grab Holdings Ltd Announces Board and Board Committee Changes, Effective December 1, 2025Grab Holdings Ltd. announced updates to its board of directors. With effect from December 1, 2025, Laura Franco, former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co., will join the Board as an independent director. Effective from the same date, Ng Shin Ein will retire from the Board. Effective from December 1, 2025, Steven Tishman, a current independent director of Grab, will serve as a member of the Audit Committee and of the Compensation Committee, and Laura Franco will serve as a member of the Nominating Committee in place of Steven Tishman. Ms. Franco served as Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. from February 2024 to October 2025. Previously, Ms. Franco served as Chief Legal and Compliance Officer at Bumble Inc., a social networking company, from November 2020 to February 2024. Prior to that, Ms. Franco served in various positions at Paramount Global Inc. (previously ViacomCBS) (as well as CBS Corporation and Viacom Inc. prior to their merger in 2019), a media and entertainment company, since 1995, including Executive Vice President, General Counsel of the CBS business of ViacomCBS from December 2019 to November 2020 and Executive Vice President and General Counsel of CBS Corporation from March 2019 to December 2019. Prior to joining Viacom Inc. in 1995, Ms. Franco began her career at Simpson Thacher & Bartlett LLP where she practiced mergers and acquisitions and securities law. Currently, Ms. Franco serves on the board of directors of Virgin Voyages. She received her J.D. from Harvard Law School and her Bachelor of Science degree in Economics from The Wharton School of the University of Pennsylvania.New Risk • Nov 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Nov 13+ 1 more updateGrab Holdings Limited, Annual General Meeting, Dec 05, 2025Grab Holdings Limited, Annual General Meeting, Dec 05, 2025, at 09:00 Singapore Standard Time. Location: grab`s global headquarters, 3 media close, level 2, singapore 138498, SingaporeReported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.009 (vs US$0.006 in 3Q 2024)Third quarter 2025 results: EPS: US$0.009 (up from US$0.006 in 3Q 2024). Revenue: US$873.0m (up 22% from 3Q 2024). Net income: US$37.0m (up 42% from 3Q 2024). Profit margin: 4.2% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Transportation industry in South America.お知らせ • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab Holdings Limited revised group earnings guidance for full year 2025. The company now expect full-year Group revenue to come in at $3.38 to $3.40 billion from prior range of $3.33 to $3.40 billion.お知らせ • Oct 14Grab Holdings Limited to Report Q3, 2025 Results on Nov 03, 2025Grab Holdings Limited announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: US$0.009 (vs US$0.013 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.009 (up from US$0.013 loss in 2Q 2024). Revenue: US$819.0m (up 23% from 2Q 2024). Net income: US$35.0m (up US$88.0m from 2Q 2024). Profit margin: 4.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in South America.株主還元GRAB NMX TransportationMX 市場7D0.9%0.4%-0.4%1Yn/a1.8%15.4%株主還元を見る業界別リターン: GRAB NがMX Transportation業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: GRAB N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is GRAB N's price volatile compared to industry and market?GRAB N volatilityGRAB N Average Weekly Movement5.6%Transportation Industry Average Movement7.0%Market Average Movement3.6%10% most volatile stocks in MX Market6.2%10% least volatile stocks in MX Market2.3%安定した株価: GRAB Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: GRAB Nの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてMXの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト201212,012Anthony Tanwww.grab.com/sgGrab Holdings Limitedはカンボジア、インドネシア、マレーシア、ミャンマー、フィリピン、シンガポール、タイ、ベトナムでスーパーアプリの提供を行っている。事業セグメントは4つ：デリバリー、モビリティ、金融サービス、その他。同社はGrabエコシステムを提供しており、ドライバー、加盟店パートナー、消費者向けのスーパーアプリを備えた単一プラットフォームで、モビリティ、デリバリー、デジタル金融サービスへのアクセスを可能にしている。また、デジタルバンキングサービスも提供している。グラブ・ホールディングス・リミテッドは2012年に設立され、シンガポールに本社を置いている。もっと見るGrab Holdings Limited 基礎のまとめGrab Holdings の収益と売上を時価総額と比較するとどうか。GRAB N 基礎統計学時価総額Mex$280.93b収益（TTM）Mex$6.64b売上高(TTM)Mex$62.08b42.3xPER（株価収益率4.5xP/SレシオGRAB N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GRAB N 損益計算書（TTM）収益US$3.55b売上原価US$2.13b売上総利益US$1.43bその他の費用US$1.05b収益US$380.00m直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）0.093グロス・マージン40.17%純利益率10.70%有利子負債／自己資本比率29.8%GRAB N の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 09:26終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Grab Holdings Limited 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39 アナリスト機関Angus MackintoshAletheia Analyst Network LimitedJiong ShaoBarclaysYanfang JiangBenchmark Company36 その他のアナリストを表示
お知らせ • Jul 09Grab Holdings Limited to Report Q2, 2026 Results on Aug 03, 2026Grab Holdings Limited announced that they will report Q2, 2026 results After-Market on Aug 03, 2026
お知らせ • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.
New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.033 (vs US$0.006 in 1Q 2025)First quarter 2026 results: EPS: US$0.033 (up from US$0.006 in 1Q 2025). Revenue: US$955.0m (up 24% from 1Q 2025). Net income: US$136.0m (up 467% from 1Q 2025). Profit margin: 14% (up from 3.1% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.
お知らせ • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide Inc. and Grab Holdings Limited commenced public operations for the Ai.R (Autonomously Intelligent Ride) service in Punggol. The Ai.R (Autonomously Intelligent Ride) service is operated by Grab Holdings Limited and features WeRide Inc.’s GXR and Robobus autonomous vehicle models. The transition to public service follows a rigorous community engagement phase. Since January 2026, more than 1,000 passengers trialled the service and provided feedback that has improved the ride experience. To date, the Ai.R fleet has safely clocked 30,000km of autonomous mileage. The development of the Ai.R service has unlocked new career paths for Grab Holdings Limited’s driver-partners, including roles such as Safety Operator and Remote Operator. During the initial phase of public rides, Safety Operators will be onboard the autonomous vehicles to help ensure a seamless journey. 14 Grab Holdings Limited driver-partners have successfully completed specialised training with WeRide Inc. and GrabAcademy to become certified Safety Operators and another batch of Grab Holdings Limited driver-partners are currently undergoing training and assessments. WeRide Inc. and GrabAcademy have also commenced Remote Operator training, where participants learn how to monitor the fleet remotely from the Ai.R Operations Command Centre. The public can register for rides on the Ai.R fleet via a dedicated reservation link on the Ai.R website. Designed in consultation with the community, the routes connect residents to key amenities and transport nodes. During the public ride phase, passengers can select their preferred routes and timings. The Ai.R fleet operates on weekdays (Monday–Friday) from 9:30 AM to 5:30 PM. Riders can choose between two full autonomous vehicle shuttle routes. A 20-minute "Mini Route" will also be offered for those looking for a shorter autonomous vehicle experience. Rides will be free till commercial service begins in mid-2026, allowing more passengers to share their feedback, as well as gathering insights into usage patterns, to help to fine-tune service and pricing standards for the introductory discounted fare. The launch of Ai.R service underscores WeRide Inc. and Grab Holdings Limited’s commitment to deploy robotaxis and autonomous shuttles in Southeast Asia. Moving from the first Milestone 1 (M1) assessment to full public operations in about seven months, the project’s momentum highlights the maturity of WeRide Inc.’s technology, Grab Holdings Limited’s operational and technical capabilities, as well as the close collaboration with the government. As active members of Singapore’s Steering Committee on Autonomous Vehicles, WeRide Inc. and Grab Holdings Limited continue to work alongside the government to ensure autonomous vehicles are safely integrated into the national transport system.
お知らせ • Jul 09Grab Holdings Limited to Report Q2, 2026 Results on Aug 03, 2026Grab Holdings Limited announced that they will report Q2, 2026 results After-Market on Aug 03, 2026
お知らせ • Jul 06Grab Holdings Limited Announces Dara Khosrowshahi Steps Down from Its Board of Directors, Effective July 6, 2026Grab Holdings Limited announced that Dara Khosrowshahi has stepped down from its Board of Directors, effective July 6, 2026. Mr. Khosrowshahi joined the board of Grab's subsidiary, Grab Holdings Inc. (GHI), in 2018 upon the sale of Uber Technologies Inc. (Uber)'s Southeast Asia business to GHI in 2018 until Grab's public listing, when he started to serve on Grab's Board. Dara steps down from the Board as the Company continues with its effort to complete its proposed acquisition of foodpanda's Taiwan business. Uber's economic interest in Grab is unchanged by this Board transition. With this change, the Board comprises six directors, of whom four are independent.
New Risk • Jun 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (40% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.9% average weekly change). Significant insider selling over the past 3 months (Mex$956k sold).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.033 (vs US$0.006 in 1Q 2025)First quarter 2026 results: EPS: US$0.033 (up from US$0.006 in 1Q 2025). Revenue: US$955.0m (up 24% from 1Q 2025). Net income: US$136.0m (up 467% from 1Q 2025). Profit margin: 14% (up from 3.1% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.
お知らせ • Apr 14Grab Holdings Limited to Report Q1, 2026 Results on May 04, 2026Grab Holdings Limited announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Apr 01WeRide And Grab Launch Singapore First Autonomous Public Ride Service In PunggolWeRide Inc. and Grab Holdings Limited commenced public operations for the Ai.R (Autonomously Intelligent Ride) service in Punggol. The Ai.R (Autonomously Intelligent Ride) service is operated by Grab Holdings Limited and features WeRide Inc.’s GXR and Robobus autonomous vehicle models. The transition to public service follows a rigorous community engagement phase. Since January 2026, more than 1,000 passengers trialled the service and provided feedback that has improved the ride experience. To date, the Ai.R fleet has safely clocked 30,000km of autonomous mileage. The development of the Ai.R service has unlocked new career paths for Grab Holdings Limited’s driver-partners, including roles such as Safety Operator and Remote Operator. During the initial phase of public rides, Safety Operators will be onboard the autonomous vehicles to help ensure a seamless journey. 14 Grab Holdings Limited driver-partners have successfully completed specialised training with WeRide Inc. and GrabAcademy to become certified Safety Operators and another batch of Grab Holdings Limited driver-partners are currently undergoing training and assessments. WeRide Inc. and GrabAcademy have also commenced Remote Operator training, where participants learn how to monitor the fleet remotely from the Ai.R Operations Command Centre. The public can register for rides on the Ai.R fleet via a dedicated reservation link on the Ai.R website. Designed in consultation with the community, the routes connect residents to key amenities and transport nodes. During the public ride phase, passengers can select their preferred routes and timings. The Ai.R fleet operates on weekdays (Monday–Friday) from 9:30 AM to 5:30 PM. Riders can choose between two full autonomous vehicle shuttle routes. A 20-minute "Mini Route" will also be offered for those looking for a shorter autonomous vehicle experience. Rides will be free till commercial service begins in mid-2026, allowing more passengers to share their feedback, as well as gathering insights into usage patterns, to help to fine-tune service and pricing standards for the introductory discounted fare. The launch of Ai.R service underscores WeRide Inc. and Grab Holdings Limited’s commitment to deploy robotaxis and autonomous shuttles in Southeast Asia. Moving from the first Milestone 1 (M1) assessment to full public operations in about seven months, the project’s momentum highlights the maturity of WeRide Inc.’s technology, Grab Holdings Limited’s operational and technical capabilities, as well as the close collaboration with the government. As active members of Singapore’s Steering Committee on Autonomous Vehicles, WeRide Inc. and Grab Holdings Limited continue to work alongside the government to ensure autonomous vehicles are safely integrated into the national transport system.
Recent Insider Transactions • Mar 26Chief Accounting Officer recently sold Mex$956k worth of stockOn the 20th of March, John Pierantoni sold around 15k shares on-market at roughly Mex$64.50 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Mar 23Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million.Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million on March 23, 2026. A cash consideration of $600 million will be paid by Grab Holdings Limited. After the acquisition, Grab will have a presence across 21 cities in Taiwan. This deal combines Grab’s AI-enabled products and deep operational expertise with foodpanda’s extensive coverage across Taiwan. J.P. Morgan SE acted as financial advisor for Delivery Hero SE (XTRA:DHER). The transaction is subject to regulatory approvals and customary closing conditions. The transaction is expected to complete in the second half of 2026.
お知らせ • Feb 13Grab Holdings Limited (NasdaqGS:GRAB) announces an Equity Buyback for $500 million worth of its shares.Grab Holdings Limited (NasdaqGS:GRAB) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its outstanding Class A ordinary shares. The company intends to fund the repurchases with excess cash after allocating and potentially allocating for investments to drive growth.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.065 (vs US$0.026 loss in FY 2024)Full year 2025 results: EPS: US$0.065 (up from US$0.026 loss in FY 2024). Revenue: US$3.37b (up 21% from FY 2024). Net income: US$268.0m (up US$373.0m from FY 2024). Profit margin: 8.0% (up from net loss in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America.
お知らせ • Feb 12Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million.Grab Holdings Limited (NasdaqGS:GRAB) entered into a definitive agreement to acquire Stash Financial, Inc. from group of shareholders for an enterprise value of $430 million on February 11, 2026. The payment for 50.1% equity interest to be made at Closing in a combination of cash and stock, and subsequent payments will be made in cash or stock at Grab’s discretion. Stash will remain a standalone entity as part of Grab’s business. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the third quarter of 2026.
New Risk • Jan 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Jan 08Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove.Grab Holdings Limited (NasdaqGS:GRAB) acquired Infermove on December 19, 2025. Following the acquisition, Infermove is set to continue its operations as an independent entity, as confirmed by Grab's CTO, Suthen Thomas. Founder of Infermove, Aaron Lu will remain at the helm, leading his team to further develop their innovative technologies. Infermove reported revenues of CNY 10 million in 2025. Grab Holdings Limited (NasdaqGS:GRAB) completed the acquisition of Infermove on December 19, 2025.
Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$89.99. The fair value is estimated to be Mex$113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Laura Franco was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$90.40. The fair value is estimated to be Mex$114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
お知らせ • Dec 01Grab Holdings Ltd Announces Board and Board Committee Changes, Effective December 1, 2025Grab Holdings Ltd. announced updates to its board of directors. With effect from December 1, 2025, Laura Franco, former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co., will join the Board as an independent director. Effective from the same date, Ng Shin Ein will retire from the Board. Effective from December 1, 2025, Steven Tishman, a current independent director of Grab, will serve as a member of the Audit Committee and of the Compensation Committee, and Laura Franco will serve as a member of the Nominating Committee in place of Steven Tishman. Ms. Franco served as Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. from February 2024 to October 2025. Previously, Ms. Franco served as Chief Legal and Compliance Officer at Bumble Inc., a social networking company, from November 2020 to February 2024. Prior to that, Ms. Franco served in various positions at Paramount Global Inc. (previously ViacomCBS) (as well as CBS Corporation and Viacom Inc. prior to their merger in 2019), a media and entertainment company, since 1995, including Executive Vice President, General Counsel of the CBS business of ViacomCBS from December 2019 to November 2020 and Executive Vice President and General Counsel of CBS Corporation from March 2019 to December 2019. Prior to joining Viacom Inc. in 1995, Ms. Franco began her career at Simpson Thacher & Bartlett LLP where she practiced mergers and acquisitions and securities law. Currently, Ms. Franco serves on the board of directors of Virgin Voyages. She received her J.D. from Harvard Law School and her Bachelor of Science degree in Economics from The Wharton School of the University of Pennsylvania.
New Risk • Nov 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Nov 13+ 1 more updateGrab Holdings Limited, Annual General Meeting, Dec 05, 2025Grab Holdings Limited, Annual General Meeting, Dec 05, 2025, at 09:00 Singapore Standard Time. Location: grab`s global headquarters, 3 media close, level 2, singapore 138498, Singapore
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$0.009 (vs US$0.006 in 3Q 2024)Third quarter 2025 results: EPS: US$0.009 (up from US$0.006 in 3Q 2024). Revenue: US$873.0m (up 22% from 3Q 2024). Net income: US$37.0m (up 42% from 3Q 2024). Profit margin: 4.2% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Transportation industry in South America.
お知らせ • Nov 04Grab Holdings Limited Revises Group Earnings Guidance for Full Year 2025Grab Holdings Limited revised group earnings guidance for full year 2025. The company now expect full-year Group revenue to come in at $3.38 to $3.40 billion from prior range of $3.33 to $3.40 billion.
お知らせ • Oct 14Grab Holdings Limited to Report Q3, 2025 Results on Nov 03, 2025Grab Holdings Limited announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: US$0.009 (vs US$0.013 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.009 (up from US$0.013 loss in 2Q 2024). Revenue: US$819.0m (up 23% from 2Q 2024). Net income: US$35.0m (up US$88.0m from 2Q 2024). Profit margin: 4.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in South America.
