u/Suaiiii ·
Reddit — r/ValueInvesting
· May 28, 2026 at 07:09
· ⬆ 18 pts
· 💬 29 comments
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AI Summary
Summary
The author argues that UBER is undervalued at a 17.5x PE (compared to DoorDash at 72x) and is positioned to benefit massively from the upcoming US-hosted World Cup.
Catalysts include increased demand for rides and food delivery from tourists, plus brand exposure through a partnership with the French national team.
Quality assessment: Solid event-driven DD with a clear fundamental thesis, though it appropriately balances fundamental optimism with technical caution (RSI 29, downtrend).
Score18
Comments29
Upvote %73%
▶ Full Post Text
UBER is at **$70.73**, down 30% from its 52-week high, trading at a **17.5x PE**. For comparison, DoorDash — which only covers the delivery side of what Uber does — trades at 72x.
**Catalyst #1:** The World Cup kicks off June 11th across 11 US cities. Millions of tourists needing rides, millions of fans ordering food while watching matches. Uber has already deployed payment kiosks at airports for international visitors. Both Mobility and Eats are set to benefit.
**Catalyst #2:** Uber Eats is the official partner of the French national team — one of the tournament favorites. If France goes deep, Uber Eats gets massive global brand exposure for a fraction of what DoorDash paid for the official FIFA sponsorship.
The setup looks solid on paper. But the stock is in a clear downtrend with RSI at 29, and "buy the rumor sell the news" is a real risk with the tournament two weeks away. **So when's the right time to get in — or is the market right to not care?**
UBER is trading at a 17.5x PE, down 30% from its highs, with the US World Cup starting in two weeks. The tournament will bring millions of tourists needing rides and ordering food, providing a massive short-term revenue boost and global brand exposure. The fundamental setup and valuation are highly attractive, but technical weakness (RSI 29) means investors should watch for an optimal entry point. The stock is in a clear downtrend, and the event could trigger a "buy the rumor, sell the news" selloff.