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▶ 0:18 · $UBER · Uber is Undervalued. Here’s Why.

now playing · $UBER

Uber undervalued at 2.6x revenue; delivery business alone worth more than market cap

Uber trades at 2.6x forward revenue vs DoorDash at 5x; applying DoorDash's 75x earnings multiple to Uber's delivery EBITDA implies a $270B valuation for that segment alone, exceed…

$LYFT···neutral· lowanita ramaswamy

Lyft trades at even lower forward revenue multiple than Uber

Lyft shares the same robotaxi displacement concerns as Uber but trades at an even cheaper valuation multiple.

$DASH···neutral· mediumanita ramaswamy

DoorDash trades at 5x revenue and 75x earnings, used as valuation benchmark for Uber Eats

DoorDash commands a premium valuation (5x forward revenue, 75x 2025 earnings) due to greater US market share and visible autonomous delivery investment, serving as the comp for va…

$WAYMOneutral· mediumanita ramaswamy

Waymo's Robotaxi Expansion Threatens Ride-Hailing but Partnerships Fray

Waymo's growing robotaxi presence in SF and Phoenix creates competitive pressure on Uber, but its shift to standalone app in Austin/Atlanta from 2028 reduces Uber's platform lever…

$ZOOXneutral· lowanita ramaswamy

Amazon's Zoox partnering with Uber to deploy robotaxis on platform

Zoox vehicles tested in San Francisco expected to launch on Uber platform, part of Uber's capital-light partnership strategy.

$UBER···bullish· highanita ramaswamy

Uber Undervalued at 2.6x Revenue: Delivery Business Alone Worth $270B

Uber's delivery business (Uber Eats) growing 28% YoY is worth $270B applying DoorDash's 75x earnings multiple, exceeding Uber's entire $150B market cap, while ride-hailing concern…

$DASH···neutral· mediumanita ramaswamy

DoorDash Trades at 75x Earnings as Delivery Pure-Play Benchmark

DoorDash's premium valuation at 75x 2025 earnings reflects its US market leadership and autonomous delivery investments, serving as a benchmark to reveal Uber's delivery business…

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▶ 0:18 · $UBER · Uber is Undervalued. Here’s Why.

now playing · $UBER

$UBER···bullish· highanita ramaswamy

Uber undervalued at 2.6x revenue; delivery business alone worth more than market cap

Uber trades at 2.6x forward revenue vs DoorDash at 5x; applying DoorDash's 75x earnings multiple to Uber's delivery EBITDA implies a $270B valuation for that segment alone, exceed…

$LYFT···neutral· lowanita ramaswamy

Lyft trades at even lower forward revenue multiple than Uber

Lyft shares the same robotaxi displacement concerns as Uber but trades at an even cheaper valuation multiple.

$DASH···neutral· mediumanita ramaswamy

DoorDash trades at 5x revenue and 75x earnings, used as valuation benchmark for Uber Eats

DoorDash commands a premium valuation (5x forward revenue, 75x 2025 earnings) due to greater US market share and visible autonomous delivery investment, serving as the comp for va…

$WAYMOneutral· mediumanita ramaswamy

Waymo's Robotaxi Expansion Threatens Ride-Hailing but Partnerships Fray

Waymo's growing robotaxi presence in SF and Phoenix creates competitive pressure on Uber, but its shift to standalone app in Austin/Atlanta from 2028 reduces Uber's platform lever…

$ZOOXneutral· lowanita ramaswamy

Amazon's Zoox partnering with Uber to deploy robotaxis on platform

Zoox vehicles tested in San Francisco expected to launch on Uber platform, part of Uber's capital-light partnership strategy.

$UBER···bullish· highanita ramaswamy

Uber Undervalued at 2.6x Revenue: Delivery Business Alone Worth $270B

Uber's delivery business (Uber Eats) growing 28% YoY is worth $270B applying DoorDash's 75x earnings multiple, exceeding Uber's entire $150B market cap, while ride-hailing concern…

$DASH···neutral· mediumanita ramaswamy

DoorDash Trades at 75x Earnings as Delivery Pure-Play Benchmark

DoorDash's premium valuation at 75x 2025 earnings reflects its US market leadership and autonomous delivery investments, serving as a benchmark to reveal Uber's delivery business…