Calls
1
u/TheInsideAnalyst
Reddit r/ValueInvesting
Win Rate
100.0%
return
+5.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$71.71
+5.2%
Uber now generates ~$9.6B free cash flow and ~$7B operating income with net debt/EBITDA down to 0.7x; tax-related accounting items inflated recent earnings by ~$5.7B. The market sees a 13.8x P/E and 6.9% FCF yield, but the adjusted multiple is ~25x; still, strong cash generation and improving ROIC make the stock modestly undervalued. Long-term positive on Uber as a disciplined cash compounder, but the margin of safety is thinner than headline multiples imply. Autonomous vehicle disruption, regulatory pressure, growth deceleration, fading tax benefits, and lower durability of cash flows.
Uber now generates ~$9.6B free cash flow and ~$7B operating income with net debt/EBITDA down to 0.7x; tax-related accounting items inflated recent earnings by ~$5.7B. The market sees a 13.8x P/E and 6.9% FCF yield, but the adjusted multiple is ~25x; still, strong cash generation and improving ROIC make the stock modestly undervalued. Long-term positive on Uber as a disciplined cash compounder, but the margin of safety is thinner than headline multiples imply. Autonomous vehicle disruption, regulatory pressure, growth deceleration, fading tax benefits, and lower durability of cash flows.
Retail & Mobility
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u/TheInsideAnalyst has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: UBER.
