선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
Uber Technologies Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $141.4B | |
|---|---|---|
| P/E (forward) | 15.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $17.46B | $31.88B | $37.28B | $43.98B | $52.02B | +31.4% |
| Gross profit | $8.10B | $12.22B | $14.82B | $17.33B | $20.68B | +26.4% |
| Operating income | $-3.83B | $-1.83B | $1.11B | $2.80B | $5.57B | — |
| Net income | $-496.0M | $-9.14B | $1.89B | $9.86B | $10.05B | — |
| EPS (diluted) | $-0.29 | $-4.65 | $0.87 | $4.56 | $4.73 | — |
| EBITDA | $360.0M | $-7.91B | $3.78B | $5.39B | $6.99B | +109.9% |
| R&D | $2.05B | $2.80B | $3.16B | $3.11B | $3.40B | +13.4% |
| SG&A | $7.11B | $3.14B | $2.68B | $3.64B | $3.24B | -17.8% |
Recent company headlines from major financial publishers.
The Base case represents the modal expected path under our house forecast schedule. Consolidated revenue grows from FY2025 through FY2026 and reaches further scale in FY2027, with multi-year revenue expansion continuing as Mobility and Delivery volumes compound. Operating margins expand steadily from FY2025 through FY2026 and FY2027 toward FY2030 as platform operating leverage offsets regional regulatory headwinds. Free cash flow compounds steadily from FY2026 through FY2027 toward FY2030, supporting sustained share repurchases and balance sheet strength.
Under the Bull scenario, autonomous vehicle partnerships scale rapidly with OEM partners deploying vehicle commitments across numerous global metropolitan areas ahead of schedule, funded by third-party sponsors without capital expenditure burden. High-margin digital advertising attach on Mobility and Delivery accelerates, lifting operating margins toward peak platform potential. Consolidated revenue sustains rapid expansion, and active share repurchases retire float annually, driving substantial per-share cash flow compounding.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 9.0% | $83.2 | $84.4 | $85.8 | $87.3 | $88.9 |
| 9.5% | $80.0 | $81.0 | $82.1 | $83.3 | $84.7 |
| 10.0% | $77.2 | $78.1 | $79.0 | $80.0 | $81.1 |
| 10.5% | $74.7 | $75.5 | $76.3 | $77.1 | $78.0 |
| 11.0% | $72.5 | $73.2 | $73.9 | $74.6 | $75.4 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |