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u/TheInsideAnalyst
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+5.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
04 авг
$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.
Ритейл и мобильность
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/TheInsideAnalyst на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: UBER.
