Where Does Uber Technologies Stock Rank Among Competitors?

UBER: Uber Technologies logo
UBER
Uber Technologies

Uber‘s stock has shown mixed performance over the past year, experiencing a recent pullback from late 2025 highs, but how does it truly measure up against rapidly evolving delivery and mobility peers? As of 2/9/2026, a closer look reveals strong profitability, solid revenue growth, and a notably moderate valuation compared to the industry. However, its future trajectory largely hinges on successfully navigating autonomous vehicle integration and competitive dynamics in the coming years.

  • UBER’s 9.2% operating margin, highest among peers, signals superior platform efficiency and leverage from its scaled mobility and delivery network.
  • UBER’s 18.2% LTM revenue growth reflects strong mobility/delivery demand; outpacing LYFT, CHRW, JBHT, but behind DASH, RXO’s higher expansion.
  • UBER’s 0.9% LTM stock dip, lagging peers, and 9.3 PE, suggest investor caution on profitability outlook despite overall growth drivers.

Here’s how Uber Technologies stacks up across size, valuation, and profitability versus key peers.

  UBER LYFT DASH CHRW RXO JBHT
Market Cap ($ Bil) 154.0 6.7 79.9 24.0 2.7 21.8
Revenue ($ Bil) 49.6 6.3 12.6 16.5 5.9 12.0
PE Ratio 9.3 44.7 92.6 40.0 -34.2 38.0
LTM Revenue Growth 18.2% 14.9% 24.5% -7.1% 53.8% -1.6%
LTM Operating Margin 9.2% 0.4% 5.5% 4.8% 0.2% 6.9%
LTM FCF Margin 17.5% 16.4% 15.8% 4.9% -0.3% 6.6%
12M Market Return -0.9% 17.2% -4.8% 111.9% -21.7% 37.7%

For more details on Uber Technologies, read Buy or Sell UBER Stock. Below we compare UBER’s growth, margin, and valuation with peers across years

Trefis

Revenue Growth Comparison

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  LTM 2024 2023 2022
UBER 18.2% 18.0% 17.0% 82.6%
LYFT 14.9% 31.4% 7.5% 27.6%
DASH 24.5% 24.2% 31.2% 34.7%
CHRW -7.1% 0.7% -28.7% 6.9%
RXO 53.8% 15.9% -18.1% 2.3%
JBHT -1.6% -5.8% -13.4% 21.7%

Operating Margin Comparison

  LTM 2024 2023 2022
UBER 9.2% 6.4% 3.0% -5.7%
LYFT 0.4% -2.1% -10.8% -35.6%
DASH 5.5% -0.4% -6.7% -15.7%
CHRW 4.8% 3.8% 2.9% 5.1%
RXO 0.2% 0.7% 1.7% 4.6%
JBHT 6.9% 6.9% 7.7% 9.0%

PE Ratio Comparison

  LTM 2024 2023 2022
UBER 9.3 17.4 65.1 -13.3
LYFT 44.7 347.9 -14.6 -3.4
DASH 92.6 757.8 -118.1 -26.9
CHRW 40.0 41.4 37.7 11.5
RXO -34.2 -5.8 696.6 29.2
JBHT 38.0 34.7 24.2 21.5

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