Grab Holdings 過去の業績
過去 基準チェック /46
Grab Holdingsは、平均年間68.3%の収益成長を遂げていますが、 Transportation業界の収益は、年間 減少しています。収益は、平均年間2.2% 30.8%収益成長率で 成長しています。 Grab Holdingsの自己資本利益率は7.3%であり、純利益率は16%です。
主要情報
68.25%
収益成長率
93.41%
EPS成長率
| Transportation 業界の成長 | 15.63% |
| 収益成長率 | 30.76% |
| 株主資本利益率 | 7.29% |
| ネット・マージン | 16.03% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
新しいナラティブ • Sep 09
Grab Made $235 Million Last Quarter.Almost None of It Came From Operations.
Almost None of It Came From Operations. Profit jumped 1,075%.Seeking Alpha • Sep 06
Grab: The Growth Story Is Just Beginning
Summary Grab Holdings is far and away the dominant ride-hailing and food-delivery company in Southeast Asia. It's like Uber and DoorDash all rolled into one. After spending some time in Southeast Asia, you quickly notice that Grab has its competitors Bolt and LINE MAN dominating in terms of mindshare. Despite this, it trades at just 23 times earnings while growing earnings rapidly. In this article I explain why I'm strongly considering taking a position in Grab Holdings. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?新しいナラティブ • 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?ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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.
ナラティブ更新 • 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%.ナラティブ更新 • 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.ナラティブ更新 • Aug 21
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
BlackGoat made no meaningful changes to valuation assumptions.
新しいナラティブ • 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 Alpha収支内訳
収支内訳
Grab Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 3,731 | 598 | 902 | 417 |
| 31 Mar 26 | 3,552 | 380 | 869 | 427 |
| 31 Dec 25 | 3,370 | 268 | 845 | 428 |
| 30 Sep 25 | 3,228 | 122 | 881 | 430 |
| 30 Jun 25 | 3,072 | 111 | 863 | 425 |
| 31 Mar 25 | 2,917 | 23 | 864 | 415 |
| 31 Dec 24 | 2,797 | -105 | 867 | 410 |
| 30 Sep 24 | 2,686 | -96 | 820 | 419 |
| 30 Jun 24 | 2,584 | -213 | 858 | 422 |
| 31 Mar 24 | 2,487 | -294 | 824 | 409 |
| 31 Dec 23 | 2,359 | -434 | 869 | 421 |
| 30 Sep 23 | 2,208 | -855 | 860 | 429 |
| 30 Jun 23 | 1,976 | -1,091 | 869 | 444 |
| 31 Mar 23 | 1,730 | -1,504 | 903 | 476 |
| 31 Dec 22 | 1,433 | -1,683 | 944 | 465 |
| 30 Sep 22 | 1,053 | -2,352 | 923 | 452 |
| 30 Jun 22 | 828 | -2,994 | 910 | 429 |
| 31 Mar 22 | 687 | -3,215 | 890 | 400 |
| 31 Dec 21 | 675 | -3,449 | 785 | 356 |
| 30 Sep 21 | 749 | -2,985 | 654 | 321 |
| 30 Jun 21 | 787 | -2,608 | 554 | 289 |
| 31 Mar 21 | 646 | -2,552 | 460 | 265 |
| 31 Dec 20 | 469 | -2,608 | 477 | 257 |
| 31 Dec 19 | -845 | -3,747 | 542 | 231 |
質の高い収益: GRAB 非現金収入 のレベルが高いです。
利益率の向上: GRABの現在の純利益率 (16%)は、昨年(3.6%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: GRAB過去 5 年間で収益を上げており、収益は年間68.3%増加しています。
成長の加速: GRABの過去 1 年間の収益成長率 ( 438.7% ) は、5 年間の平均 ( 年間68.3%を上回っています。
収益対業界: GRABの過去 1 年間の収益成長率 ( 438.7% ) はTransportation業界-3.1%を上回りました。
株主資本利益率
高いROE: GRABの 自己資本利益率 ( 7.3% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/13 08:22 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 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 9 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。40
| アナリスト | 機関 |
|---|---|
| Angus Mackintosh | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Venugopal Garre | Bernstein |