u/Connorcor · 61d agono track record yet
$UBER Undervalued in $70's
Uber is undervalued at 12-15x forward earnings despite strong fundamentals: 20%+ YoY bookings growth, 33% EBITDA growth, and expanding margins. The autonomous vehicle overhang is overblown; Uber is positioned as the demand aggregation layer that AV operators will need, and a valuation mismatch exists—Uber trades at a discount to Lyft despite higher scale and diversification, with significant optionality from advertising, Uber for Business, and the Delivery Hero stake not yet priced in.
At post $78.04Now $67.63-13.3% since postedas of Oct 1, 12:31 PM ET
1d+0.7%
3d+1.0%
1w+0.6%
1m-9.7%
3m—
6m—
1y—