Uber (UBER) Stock Analysis
This is a peer-relative look at Uber (UBER): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Transportation peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | UBER |
|---|---|
| Name | Uber Technologies, Inc. |
| Country/Region | United States |
| GICS Sector | Industrials |
| GICS Industry Group | Transportation |
| GICS Industry | Ground Transportation |
| GICS Sub-Industry | Passenger Ground Transportation |
| Market Capitalization | 145.65 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | May 10, 2019 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Total Return (1Y) | -21.51% | 42.28% |
| Total Return (3Y, Annualized) | 14.85% | 10.91% |
| Total Return (5Y, Annualized) | 8.53% | 10.49% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 33.85% | 39.94% |
| Beta (5Y) | 1.13 | 1.14 |
| Max Drawdown (5Y) | -57.69% | -52.03% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.75 | 1.03 |
| Sortino Ratio (1Y) | -1.07 | 1.53 |
Profitability
ROE (TTM)
Uber (UBER) posts ROE of 35.31%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
UBER
Transportation industry group
35.31%
Group distribution
- Max
- 43.37%
- UBER
- 35.31%
- Q3
- 19.94%
- Median
- 10.23%
- Q1
- 1.86%
- Min
- -18.53%
Largest peers
- UNP
- 40.69%
- UBER
- 35.31%
- UPS
- 33.35%
- CSX
- 23.68%
- CNI
- 21.85%
- FDX
- 14.85%
- CP
- 8.43%
Net Margin (TTM)
Uber (UBER) keeps 15.91% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
UBER
Transportation industry group
15.91%
Group distribution
- Max
- 43.82%
- Q3
- 18.75%
- UBER
- 15.91%
- Median
- 5.20%
- Q1
- 0.62%
- Min
- -9.62%
Largest peers
- UNP
- 29.20%
- CNI
- 27.23%
- CP
- 27.21%
- CSX
- 21.55%
- UBER
- 15.91%
- UPS
- 5.94%
- FDX
- 4.68%
Operating Margin (TTM)
Uber (UBER) turns 14.57% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
UBER
Transportation industry group
14.57%
Group distribution
- Max
- 54.53%
- Q3
- 24.38%
- UBER
- 14.57%
- Median
- 7.26%
- Q1
- 1.31%
- Min
- -33.27%
Largest peers
- UNP
- 40.36%
- CNI
- 38.41%
- CP
- 37.56%
- CSX
- 36.16%
- UBER
- 14.57%
- FDX
- 11.13%
- UPS
- 6.33%
Profitability Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| ROE (TTM) | 35.31% | 10.23% |
| ROA (TTM) | 6.94% | 3.47% |
| Net Margin (TTM) | 15.91% | 5.20% |
| Operating Margin (TTM) | 14.57% | 7.26% |
| Gross Margin (TTM) | 39.64% | 27.62% |
Growth
Revenue Growth
Uber (UBER) grew revenue 18.28%, in the upper peer quartile. The top line is expanding faster than at most industry peers, which points to share gains or stronger pricing.
EPS Growth
Uber (UBER) grew earnings per share 3.73%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 18.28% | 2.11% |
| Revenue Growth (3Y CAGR) | 17.73% | 1.62% |
| EPS Growth (YoY) | 3.73% | -6.71% |
| EPS Growth (3Y CAGR) | -- | -7.47% |
Financial Strength
Current Ratio (MRQ)
Uber (UBER) has current ratio of 1.07, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
UBER
Transportation industry group
1.07
Group distribution
- Max
- 2.26
- Q3
- 1.59
- Median
- 1.12
- UBER
- 1.07
- Q1
- 0.78
- Min
- 0.30
Largest peers
- FDX
- 1.48
- UPS
- 1.21
- UBER
- 1.07
- CSX
- 0.97
- UNP
- 0.92
- CP
- 0.67
- CNI
- 0.67
Debt / Equity (MRQ)
Uber (UBER) has debt-to-equity ratio of 0.48, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
UBER
Transportation industry group
0.48
Group distribution
- Max
- 3.37
- Q3
- 1.62
- Median
- 0.84
- UBER
- 0.48
- Q1
- 0.36
- Min
- 0.00
Largest peers
- UPS
- 1.82
- UNP
- 1.62
- CSX
- 1.43
- FDX
- 1.36
- CNI
- 1.06
- CP
- 0.51
- UBER
- 0.48
Financial Strength Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.07 | 1.12 |
| Debt / Equity (MRQ) | 0.48 | 0.84 |
| Net Debt / EBITDA | 0.90 | 2.41 |
Dividends
Dividend Yield (TTM)
Uber (UBER) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
UBER
Transportation industry group
0.00%
Group distribution
- Max
- 4.23%
- Q3
- 1.79%
- Median
- 0.55%
- UBER
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- UPS
- 5.80%
- CNI
- 2.82%
- UNP
- 1.85%
- CSX
- 1.06%
- CP
- 1.00%
- UBER
- 0.00%
- FDX
- 0.00%
Dividend Payout Ratio (TTM)
Uber (UBER) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
UBER
Transportation industry group
0.00%
Group distribution
- Max
- 106.15%
- Q3
- 44.94%
- Median
- 20.02%
- UBER
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- UPS
- 106.15%
- CNI
- 47.13%
- UNP
- 45.10%
- CSX
- 32.52%
- FDX
- 31.27%
- CP
- 20.36%
- UBER
- 0.00%
Dividend Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.55% |
| Dividend Payout Ratio (TTM) | 0.00% | 20.02% |
Valuation
P/E Ratio (TTM)
Uber (UBER) trades at P/E ratio of 17.93, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
UBER
Transportation industry group
17.93
Group distribution
- Max
- 94.71
- Q3
- 46.51
- Median
- 23.58
- UBER
- 17.93
- Q1
- 14.12
- Min
- 1.16
Largest peers
- CSX
- 30.80
- CP
- 29.03
- UNP
- 24.39
- CNI
- 23.71
- UPS
- 18.32
- UBER
- 17.93
- FDX
- 16.50
P/S Ratio (TTM)
Uber (UBER) trades at 2.71 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
UBER
Transportation industry group
2.71
Group distribution
- Max
- 4.46
- UBER
- 2.71
- Q3
- 2.30
- Median
- 1.35
- Q1
- 0.62
- Min
- 0.07
Largest peers
- UNP
- 7.05
- CSX
- 6.55
- CP
- 5.40
- CNI
- 4.46
- UBER
- 2.71
- UPS
- 1.12
- FDX
- 0.79
P/B Ratio (MRQ)
Uber (UBER) trades at 5.89 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
UBER
Transportation industry group
5.89
Group distribution
- Max
- 9.10
- UBER
- 5.89
- Q3
- 4.59
- Median
- 2.21
- Q1
- 1.23
- Min
- -2.48
Largest peers
- UNP
- 8.96
- CSX
- 6.83
- UPS
- 6.09
- UBER
- 5.89
- CNI
- 5.06
- CP
- 2.46
- FDX
- 2.40
Valuation Metrics
| Metric | Current stock: UBER | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 17.93 | 23.58 |
| P/S Ratio (TTM) | 2.71 | 1.35 |
| P/B Ratio (MRQ) | 5.89 | 2.21 |
| Free Cash Flow Yield (TTM) | 4.49% | 2.46% |