Uber (UBER)

Industrials · $143B market cap · SEC CIK 0001543151

Next reports on Nov 2, 2026, before the open, with analysts expecting $0.97 in earnings per share.

The case for UBER

• Earns 36% back on shareholder equity.
• Generated $9.8B of free cash flow in FY2025, 19% of revenue.
• Revenue growing 16.7% year over year.
• Reasonably priced at 15.0× earnings.
• Has compounded revenue at 36.1% a year over five years.
• Free-cash-flow yield of 6.8% is higher than 89% of Industrials companies.

The case against

• Earnings per share down 22.8%.
• Down 28.1% over the past year.
• Growth is slowing: revenue up 16.7% this year against 36.1% a year over five.
• Current liabilities exceed current assets (ratio 0.84).
• Near the bottom of its 52-week range, 31% below the high. Falling prices usually have a reason; find it first.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Industrials companies (momentum is judged against fixed thresholds only), and the five are blended by weight. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 79 Industrials companies.

Key numbers

Five years of financials, as filed

Pulled from Uber's XBRL filings on SEC EDGAR. Italic rows are derived from the rows above.

Share count is up 11.8% over 4 years. Your slice has been diluted.

What Uber says it does

Overview Uber Technologies, Inc. ("Uber," the "Company," "we," "our," or "us") is a technology platform that uses a massive network, leading technology, operational excellence and product expertise to power movement from point A to point B. We develop and operate proprietary technology applications supporting a variety of offerings on our platform ("platform(s)" or "Platform(s)"). We connect consumers ("Rider(s)") with independent providers of ride services ("Mobility Driver(s)") for ridesharing services, and connect Riders and other consumers ("Eater(s)") with restaurants, grocers and other stores (collectively, "Merchants") with delivery service providers ("Couriers") for meal preparation, grocery and other delivery services. Riders and Eaters are collectively referred to as "end-user(s)" or "consumer(s)." Mobility Drivers and Couriers are collectively referred to as "Driver(s)." We also connect consumers with public transportation…

Risk factors UBER lists in its 10-K

• The following are some of these risks, any of which could have an adverse effect on our business financial condition, operating results, or prospects
• Operational and Economic Risks Related to Our Business
• Our business would be adversely affected if Drivers were classified as employees, workers or quasi-employees
• We have incurred significant losses, including in the United States and other major markets. We expect our operating expenses to increase in the foreseeable future, and we may not maintain profitability
• We are making substantial investments in new offerings and technologies, and may increase such investments in the future. These new ventures are inherently risky, and we may never realize any expected benefits from them
• We have limited influence over our minority-owned entities, which subjects us to substantial risks, including potential loss of value
• If our growth slows more significantly than we currently expect, we may not be able to maintain profitability, which would adversely affect our financial results and future prospects
• Our business depends on retaining and attracting high-quality personnel, and continued attrition, future attrition, or unsuccessful succession planning could adversely affect our business
• Cyberattacks, including computer malware, ransomware, viruses, denial of service attacks, account takeovers, spamming, phishing and social engineering attacks could harm our reputation, business, and operating results
• Loss or material modification of our payment acceptance privileges could have an adverse effect on our business and operating results
• Our platform is highly technical, and any undetected errors could adversely affect our business
• We are subject to climate risks, including physical and transitional risks, and if we are unable to manage such risks, our business may be adversely impacted
• Increased attention to, and evolving expectations regarding environmental and social matters may adversely impact our business, reputation and liabilities, including in the context of certain goals we have announced
• Occurrence of a catastrophic event, including but not limited to disease, a weather event, war, or terrorist attack, could adversely impact our business, financial condition and results of operation

Filings

Other Industrials companies