Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.Read more
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.Read more
Initial Screen Results: Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing Profitability: Achieved sustainable profitability with $1.78B net income vs -$654M loss year ago Cash Generation: Exceptional FCF of $6.9B in 2024, $2.3B in Q1 2025 Balance Sheet: Cash $7.0B, Debt $9.5B, D/E ratio 42.3% (manageable) Methodology: Future Earnings/P-E Projection (growth stock) 2030 Revenue Projection: $65-70B 2030 EBITDA: $14-15B (22% margin with autonomous vehicle benefits) Fair Value Range: $90-135B market cap Current Market Cap: $192B (significantly overvalued) Target Entry Price: $65-75 per share (vs current ~$95)Read more
Business Overview Key Metrics Total: -4.5/17 +1 ✅ Projected Operating Margin: 17.98% +1 ✅ Projected 5-Year Revenue CAGR: 10.13% +0 ⚠️ Last 5-Year ROIC: 8.17% -2 ❌❌ Estimated Cost of Capital: 8.35% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +2.83% -1 ❌ Projected 5-Year EPS CAGR: 6.70% (given the easiness of manipulation of these values, below 10% warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +0.5 ✅ Moody's Debt Rating: Baa1 -1 ❌ Morningstar Moat: Narrow -2 ❌❌ Morningstar Uncertainty: Very High Uber in my opinion can be more than just a ride-sharing business. It changed the way we, and namely the younger generations, see cars and driving as a whole.Read more
Uber shifts from years of losses to a business that now brings in real profit and cash, helped by changes to how it prices rides and keeps customers coming back. The bigger question is whether its growing role as the go-between for self-driving ride providers can become a lasting advantage, or if regulation and deep-pocketed rivals squeeze it.Read more
Uber looks like a stronger business than many people remember, with its ride service rebounding and its delivery and freight arms giving it more than one way to grow. The upside case leans on new partnerships and big shifts like electric and self-driving cars, but rules, competition, and rising costs could still bite.Read more
Uber is pushing into driverless rides by expanding its partnership with Waymo, letting people book autonomous trips through the Uber app in new cities. The upside is a more seamless, higher-tech ride experience, but competition and shifting rules for gig work could still reshape how fast this plays out.Read more
Uber pushes beyond rides into a one-stop app, using memberships and smarter promotions to keep people coming back while it builds a path to driverless trips. The big question is whether costly bets on automation and tougher rules can be managed without hurting profits as competition heats up.Read more
Catalysts About Uber Technologies Uber Technologies operates a global platform that connects consumers with mobility, delivery and other earning and work opportunities. What are the underlying business or industry changes driving this perspective?Read more
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services. The Delivery segment allows consumers to search for and discover restaurants to grocery, alcohol, convenience, and other retailers, as well as order a meal or other items, and either pick-up at the restaurant or have it delivered; and provides Uber direct, a white-label delivery-as-a-service for retailers and restaurants, as well as advertising services. The Freight segment manages transportation and logistics networks, which connects shippers and carriers in digital marketplace, including carriers upfronts, pricing, and shipment booking; and offers on-demand platform to automate logistics end-to-end transactions for small-and medium-sized businesses to global enterprises. The company was formerly known as Ubercab, Inc. and changed its name to Uber Technologies, Inc. in February 2011. Uber Technologies, Inc. was founded in 2009 and is headquartered in San Francisco, California.
