UBER’S RIDE TO PROFITABILITY & BEYOND?
1/8 Uber (
UBER) just keeps on rolling! 🚀🚖
From 20% YoY growth in gross bookings to a 77B stock buyback, here’s what you need to know about this market heavyweight.
2/8 – RECENT REVENUE GROWTH
• Q1 FY24: Gross bookings hit $37.7B (+20% YoY)
• Revenue: $10.1B (+15% YoY), beating estimates by
40M
• Uber’s firing on all cylinders—mobility & delivery both on the rise
3/8 – EARNINGS & PROFITABILITY
• Operating margin up from -3% to 2%—that’s a serious pivot to profit
• Adjusted EBITDA soared 82% to $1.4B
• First annual profit since going public in 2019. Party time! 🎉
4/8 – BUYBACKS & BULLISH GUIDANCE
• 77B stock buyback → market approves, stock at all-time highs 📈
• Gross bookings outlook: +15–20% for the next 3 years
• EBITDA growth pegged at ~40%—can they keep the momentum?
5/8 – VALUATION SNAPSHOT
• Forward P/E ~35x—a bit high, but consider the growth & dominance
• Market cap ~$140B vs. robust free cash flow projections
• Competition (Lyft, DoorDash) often has higher P/E or shakier growth
6/8 Is Uber undervalued given its trajectory?
1️⃣ Yes—ride (and deliver) the wave!
2️⃣ No—too pricey at 35x forward P/E
3️⃣ Maybe—needs more proof (robotaxi success?)
Vote below! 🗳️👇
7/8 – SWOT/SCOT TAKE
Strengths: Global brand, diverse services, Waymo partnership 🤖
Challenges: Regulations, high op costs, fierce competition
Opportunities: New markets, AI, autonomous tech
Threats: Legal hurdles, changing consumer habits
8/8 – WHAT’S NEXT?
Uber’s aiming for an autonomous future—could that turbocharge margins? ⚡️🏁
1/8 Uber (
UBER) just keeps on rolling! 🚀🚖From 20% YoY growth in gross bookings to a 77B stock buyback, here’s what you need to know about this market heavyweight.
2/8 – RECENT REVENUE GROWTH
• Q1 FY24: Gross bookings hit $37.7B (+20% YoY)
• Revenue: $10.1B (+15% YoY), beating estimates by
40M• Uber’s firing on all cylinders—mobility & delivery both on the rise
3/8 – EARNINGS & PROFITABILITY
• Operating margin up from -3% to 2%—that’s a serious pivot to profit
• Adjusted EBITDA soared 82% to $1.4B
• First annual profit since going public in 2019. Party time! 🎉
4/8 – BUYBACKS & BULLISH GUIDANCE
• 77B stock buyback → market approves, stock at all-time highs 📈
• Gross bookings outlook: +15–20% for the next 3 years
• EBITDA growth pegged at ~40%—can they keep the momentum?
5/8 – VALUATION SNAPSHOT
• Forward P/E ~35x—a bit high, but consider the growth & dominance
• Market cap ~$140B vs. robust free cash flow projections
• Competition (Lyft, DoorDash) often has higher P/E or shakier growth
6/8 Is Uber undervalued given its trajectory?
1️⃣ Yes—ride (and deliver) the wave!
2️⃣ No—too pricey at 35x forward P/E
3️⃣ Maybe—needs more proof (robotaxi success?)
Vote below! 🗳️👇
7/8 – SWOT/SCOT TAKE
Strengths: Global brand, diverse services, Waymo partnership 🤖
Challenges: Regulations, high op costs, fierce competition
Opportunities: New markets, AI, autonomous tech
Threats: Legal hurdles, changing consumer habits
8/8 – WHAT’S NEXT?
Uber’s aiming for an autonomous future—could that turbocharge margins? ⚡️🏁
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All scripts & content provided by DCAChampion are for informational & educational purposes only.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
⚡️ Request a trial or subscribe to our premium🛠️tools at ➡️DCAlpha.net
All scripts & content provided by DCAChampion are for informational & educational purposes only.
All scripts & content provided by DCAChampion are for informational & educational purposes only.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.