How Does Uber Technologies Stock Stack Up Against Its Peers?

UBER: Uber Technologies logo
UBER
Uber Technologies

Uber Technologies (UBER) stock has delivered a modest 3% return over the past year. But how does it truly stack up against peers like DoorDash and Lyft in the rapidly evolving mobility and delivery landscape? A closer look reveals strong profitability with 10.7% operating and 18.8% free cash flow margins, solid 18.3% revenue growth, and a moderate 15.75 PE, suggesting compelling value in the mobility and delivery sector.

  • UBER’s 10.7% operating margin, highest among peers, signals superior operational efficiency for reinvestment and sustained profitability.
  • UBER’s 18.3% revenue growth, exceeding LYFT, CHRW, JBHT but behind DASH, RXO, reflects strong diversified market expansion.
  • UBER’s 2.6% stock gain and 15.7 PE, while lagging LYFT, CHRW, JBHT returns, indicates potential undervaluation compared to sector norms.

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

  UBER LYFT DASH CHRW RXO JBHT
Market Cap ($ Bil) 158.3 5.3 75.9 23.2 2.8 21.9
Revenue ($ Bil) 52.0 6.3 13.7 16.2 5.7 12.0
PE Ratio 15.7 1.9 81.2 39.5 -27.7 36.6
LTM Revenue Growth 18.3% 9.2% 27.9% -8.4% 26.2% -0.7%
LTM Operating Margin 10.7% -3.0% 5.3% 4.9% -0.1% 7.2%
LTM FCF Margin 18.8% 17.7% 13.3% 5.2% -0.1% 7.9%
12M Market Return 2.6% 4.3% -11.4% 96.8% -18.9% 47.9%

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: UBER Stock Insights

Revenue Growth Comparison

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  LTM 2025 2024 2023
UBER 18.3% 18.3% 18.0% 17.0%
LYFT 9.2% 9.2% 31.4% 7.5%
DASH 27.9% 27.9% 24.2% 31.2%
CHRW -8.4% -8.4% 0.7% -28.7%
RXO 26.2% 26.2% 15.9% -18.1%
JBHT -0.7% -0.7% -5.8% -13.4%

Operating Margin Comparison

  LTM 2025 2024 2023
UBER 10.7% 10.7% 6.4% 3.0%
LYFT -3.0% -3.0% -2.1% -10.8%
DASH 5.3% 5.3% -0.4% -6.7%
CHRW 4.9% 4.9% 3.8% 2.9%
RXO -0.1% -0.1% 0.7% 1.7%
JBHT 7.2% 7.2% 6.9% 7.7%

PE Ratio Comparison

  LTM 2025 2024 2023
UBER 15.7 16.9 12.8 66.4
LYFT 1.9 2.8 231.7 -17.0
DASH 81.2 103.4 561.3 -69.6
CHRW 39.5 32.9 26.6 31.5
RXO -27.7 -21.3 -11.0 679.6
JBHT 36.6 31.5 30.5 28.4

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