A Business at a Glance
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Uber Technologies, Inc
UBER
$140.1B
Mkt Cap
$65.94
-4.31%
Uber Technologies, Inc (UBER) has a current P/E ratio of 13.9, compared to its historical median P/E of 17.2. The stock is currently considered Fair based on its historical valuation range.
Uber Technologies, Inc (UBER) has a 5-year average return on invested capital (ROIC) of 10.5%. This indicates solid capital allocation.
Uber Technologies, Inc (UBER) has a market capitalization of $134.3B. It is classified as a large-cap stock.
Uber Technologies, Inc (UBER) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 5.77%.
Based on historical P/E analysis, Uber Technologies, Inc (UBER) appears fair. The current P/E of 13.9 is 19% below its historical median of 17.2. The estimated fair value CAGR (P/E method) is 83.7%.
Uber Technologies, Inc (UBER) operates in the Services-Business Services, Nec industry, within the Industrials sector.
Uber Technologies, Inc (UBER) reported annual revenue of $52.0 billion in its most recent fiscal year, based on SEC EDGAR filings.
Uber Technologies is a technology platform that connects consumers with independent service providers across three primary segments: Mobility, Delivery, and Freight. The Mobility segment connects riders with drivers for ridesharing, carsharing, micromobility, rentals, public transit, and taxis across over 70 countries; Delivery connects consumers and merchants with couriers for meal, grocery, and retail delivery through Uber Eats and Uber Direct; and Freight connects shippers with carriers in a digital marketplace for managed transportation and logistics, principally in North America and Europe. The company's business model leverages a massive network of hundreds of millions of drivers, consumers, merchants, shippers, and carriers across more than 15,000 cities, combined with proprietary marketplace, routing, and payments technologies that enable efficient matching, demand prediction, and pricing. Unit economics are characterized by network effects and cross-platform synergies—for example, consumers using both Mobility and Delivery generate over three times the gross bookings compared to single-offering users, and approximately 58% of first-time Delivery consumers are new to the platform. The company monetizes through commissions on transactions, with additional revenue from Uber One membership (46 million members as of December 31, 2025), advertising, and financial partnerships. Competitive advantages include global scale, proprietary technology, operational excellence through regional teams, and product expertise; the company competes with personal vehicle ownership, traditional transportation services, other ridesharing platforms (Lyft, Bolt, Didi, Ola), delivery competitors (DoorDash, Instacart, Amazon), and freight brokers (C.H. Robinson, XPO, RXO).
【Accelerating growth with margin expansion】 Management expects continued momentum in gross bookings growth driven by trip and audience expansion, with particular confidence in U.S. mobility acceleration following California market improvements and anticipated insurance cost savings. The company is investing in artificial intelligence capabilities, autonomous vehicle partnerships (targeting 15 cities by year-end 2026 with partners including Waymo, NVIDIA, Nuro, and Zoox), and sparse market expansion in the U.S., while maintaining disciplined capital allocation and returning cash to shareholders through share buybacks. Advertising penetration is expected to continue growing, particularly in Delivery where penetration now exceeds prior targets, supported by ongoing sales force expansion. Management anticipates that autonomous vehicles will not be profitable for several years but views them as a net positive for the ecosystem, with the company employing a barbell strategy of initial capital investment followed by asset divestiture to fleet operators as the business scales.
No forward guidance provided.
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 53.7B | 52.0B | 44.0B | 37.3B | 31.9B | 17.5B |
| Net Income | 8.5B | 10.1B | 9.9B | 1.9B | -9.1B | -496M |
| EPS | $4.11 | $4.73 | $4.56 | $0.87 | $-4.65 | $-0.29 |
| Free Cash Flow | 9.8B | 9.8B | 6.9B | 3.4B | 390M | -743M |
| ROIC | 38.3% | 20.0% | 38.9% | 6.5% | -10.9% | -2.3% |
| Gross Margin | - | 39.8% | 39.4% | 39.8% | 38.3% | 46.4% |
| Debt/Equity | 0.42 | 0.45 | 0.52 | 1.00 | 1.52 | 0.77 |
| Dividends/Share | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Operating Income | 6.3B | 5.6B | 2.8B | 1.1B | -1.8B | -3.8B |
| Operating Margin | 11.7% | 10.7% | 6.4% | 3.0% | -5.7% | -22.0% |
| ROE | 34.5% | 41.4% | 60.1% | 20.3% | -83.9% | -3.7% |
| Shares Outstanding | 2,036M | 2,125M | 2,161M | 2,169M | 1,966M | 1,710M |
Uber Technologies, Inc passes 4 of 9 quality checks, suggesting mixed fundamentals.
Uber Technologies, Inc trades at 13.9x trailing earnings, compared to its 15-year median P/E of 17.2x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 13.9x vs a median of 19.2x. The company's 5-year average ROIC is 10.5% with a gross margin of 40.7%. Total shareholder yield (buybacks) is 5.8%. At current prices, the estimated annualized return to fair value is +90.3%.
Uber Technologies, Inc (UBER) has a net profit margin of 19.3%. This is a healthy margin.
Uber Technologies, Inc (UBER) generated $9.8 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Uber Technologies, Inc (UBER) has a debt-to-equity ratio of 0.45. This indicates a conservatively financed balance sheet.
Uber Technologies, Inc (UBER) reported earnings per share (EPS) of $4.73 in its most recent fiscal year.
Uber Technologies, Inc (UBER) has a return on equity (ROE) of 41.4%. This indicates the company generates strong returns for shareholders.
Uber Technologies, Inc (UBER) has a 5-year average gross margin of 40.7%. This indicates decent pricing power.
The Ledger Terminal provides 9 years of financial data for Uber Technologies, Inc (UBER), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Uber Technologies, Inc (UBER) has a book value per share of $12.72, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects continued momentum in gross bookings growth driven by trip and audience expansion, with particular confidence in U.S. mobility acceleration following California market improvements and anticipated insurance cost savings. The company is investing in artificial intelligence capabilities, autonomous vehicle partnerships (targeting 15 cities by year-end 2026 with partners including Waymo, NVIDIA, Nuro, and Zoox), and sparse market expansion in the U.S., while maintaining disciplined capital allocation and returning cash to shareholders through share buybacks. Advertising penetration is expected to continue growing, particularly in Delivery where penetration now exceeds prior targets, supported by ongoing sales force expansion. Management anticipates that autonomous vehicles will not be profitable for several years but views them as a net positive for the ecosystem, with the company employing a barbell strategy of initial capital investment followed by asset divestiture to fleet operators as the business scales.