How Does UBER Stack Up Against Its Peers?

UBER: Uber Technologies logo
UBER
Uber Technologies

Here is how Uber Technologies (UBER) stacks up against its peers in size, valuation, growth and margin.

  • UBER has the highest operating margin among peers at 9.5%.
  • UBER’s revenue growth of 18.2% in the last 12 months is strong, outpacing CAR, HTZ but lagging DASH, LYFT.
  • UBER’s stock gained 27.7% over the past year and trades at a PE of 15.4, though peers like DASH, LYFT, CAR, HTZ delivered stronger returns.

As a quick background, Uber Technologies provides technology platforms connecting consumers with independent providers for ridesharing, food delivery, and freight services across multiple global regions.

  UBER DASH LYFT CAR HTZ
Market Cap ($ Bil) 194.4 110.2 9.5 5.4 1.9
Revenue ($ Bil) 47.3 11.9 6.1 11.2 8.6
PE Ratio 15.4 141.1 103.4 -2.4 -0.8
LTM Revenue Growth 18.2% 23.8% 19.9% -9.4% -7.6%
LTM Operating Margin 9.5% 4.6% -0.9% -2.0% -10.9%
LTM FCF Margin 18.0% 14.4% 16.2% -55.3% -104.2%
12M Market Return 27.7% 99.6% 86.4% 84.3% 69.1%

Why does this matter? UBER just went down -5% in a day – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell UBER Stock to see if Uber Technologies is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through UBER Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
UBER 18.2% 18.0% 17.0% 82.6%
DASH 23.8% 24.2% 31.2% 34.7%
LYFT 19.9% 31.4% 7.5% 27.6%
CAR -9.4% -8.2% -2.7% 34.5%
HTZ -7.6% -3.4% 7.9% 18.4%

Operating Margin Comparison

  LTM 2024 2023 2022
UBER 9.5% 6.4% 3.0% -5.7%
DASH 4.6% -0.4% -6.7% -15.7%
LYFT -0.9% -2.1% -10.8% -35.6%
CAR -2.0% 2.3% 17.6% 30.0%
HTZ -10.9% -13.4% 8.2% 23.9%

PE Ratio Comparison

  LTM 2024 2023 2022
UBER 15.4 12.8 66.4 -5.3
DASH 141.1 561.3 -69.6 -13.3
LYFT 103.4 231.7 -17.0 -2.5
CAR -2.4 -1.6 4.2 2.8
HTZ -0.8 -0.4 5.3 2.8

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.