| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 51 | 15.8x | 17.8x | Around median | |
Growth | 78 | 16.7% | 7.1% | Top tier | |
Quality | 86 | 25.3% | 4.5% | Top tier | |
Safety | 77 | 1.3x | 2.6x | Top tier | |
Capital Return | 30 | 0.00% | 2.12% | Bottom tier | |
Momentum | 37 | -17.6% | 2.9% | Bottom tier | |
Sentiment | 85 | 29 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Uber Technologies operates a global platform spanning mobility and delivery services, leveraging a single network to connect consumers with drivers, couriers, and merchants. The company generates revenue from activity driven by bookings, while expanding platform usage through Uber One, advertising, and products such as Reserve, Black, Wait & Save, Uber for Business, and Uber Health. In fiscal Q2 2026, management explained that only 20% of consumers use both mobility and delivery services, and that this group is growing at 1.5 times the rate of single-product users, highlighting an opportunity to increase spending across the platform.
In fiscal Q2 2026, revenue reached $14.2 billion, net income was $2.4 billion, and earnings per share were $1.17, equivalent to a net income margin of approximately 16.9% calculated from the reported figures. Gross bookings exceeded $58 billion, increasing 22% year over year and remaining above 20% for the fourth consecutive quarter, while non-GAAP earnings per share grew by 35%. Free cash flow over the last 12 months also exceeded $10 billion for the first time in the company’s history.
The business mix relies on mobility and delivery, with products serving different demand segments; Uber for Business grew by 40% year over year in fiscal Q2 2026, while Uber Health grew at a faster pace. The mobility operating income margin reached 7.6%, and the delivery revenue margin remained largely stable, while management attributed approximately 400 basis points of the roughly 500-basis-point year-over-year decline in the mobility revenue margin to an accounting change in the UK business model rather than a comparable deterioration in the net take rate.
The average analyst price target is $106.36, approximately 4.3% above the 52-week range high of $101.99, with a wide spread between the lowest target of $89 and the highest target of $150 and an overall consensus rating of Buy. This spread reflects a material difference in the valuation of autonomous vehicle expansion and the Delivery Hero deal versus fiscal Q3 2026 earnings guidance that was weaker than Wall Street estimates and the Dutch fine of $966 million; the available data does not include a standardized price-to-earnings multiple that can be relied upon.
Figures in the text are as of 2026-08-26; the live price is shown at the top of the page.
Uber’s revenue in fiscal Q2 2026 was approximately $14.2 billion, while net income reached $2.4 billion and earnings per share were $1.17. Gross bookings exceeded $58 billion and grew by 22% year over year, marking the fourth consecutive quarter of growth above 20%. Non-GAAP earnings per share increased by 35%, while free cash flow over the last 12 months exceeded $10 billion for the first time.
Uber wants to become the leading global commercialization platform for autonomous vehicles, and its services were operating in 7 cities at the time of the August 5, 2026 call, with a target of 15 cities by the end of 2026. Partnerships include Nuro, Lucid, Zoox, Wayve, Baidu, Pony.ai, and Verne, while the announced plan with Pony.ai also includes deploying 2000 robotaxis in Europe and collaborating in the Middle East. Vehicles launched through Uber’s network typically complete between the high 20s and low 30s of trips per vehicle per day, but total autonomous trips remained below 0.5% of the platform’s 300 million weekly trips.
Uber said on August 5, 2026, that the announced agreement to acquire Delivery Hero could expand its presence to approximately 100 markets and nearly double the number of markets where it offers mobility and delivery together. The plan assumes closing the deal in the second half of 2027, then spending 2028 on planning and development and executing the core migrations in 2029. The expected savings are based on consolidating the technology platform, infrastructure, duplicate roles, payments, and cloud services, but the length of the timeline and the size of the asset make execution a critical factor.
Automated analysis for informational purposes only — not investment advice.
On August 21, 2026, the Dutch Data Protection Authority imposed a fine of €825 million, equivalent to $966 million, for deactivating driver accounts through automated systems without providing sufficient information. On August 12, 2026, a legal amendment emerged in California that could allow hundreds of thousands of Uber and Lyft drivers to join unions and bargain collectively. Management also acknowledged that autonomous vehicles face regulatory issues related to safety, job losses, congestion, and handling school zones, emergency vehicles, and traffic signal outages.
Uber for Business is growing by 40% year over year according to fiscal Q2 2026 results, while Uber Health is growing at a faster pace. Fewer than 10% of eligible consumers in lower-density US markets have used Uber during the last 12 months, compared with more than 50% in dense markets, leaving room for expansion. Only 20% of consumers also use both mobility and delivery services, and this group is growing at 1.5 times the rate of single-product users, supported by Wait & Save, Women Preferred, Uber Teens, and Uber One.
Cart Builder allows users to create a basket from a photo of a dish or a written recipe, and baskets created this way are often twice the size of baskets not created with artificial intelligence. Uber also uses models to rank restaurants and offers, target advertising, and predict out-of-stock items, while three-quarters of trips begin with a personalized destination suggestion. On costs, management said on August 5, 2026, that adoption of AI-powered coding tools among engineers approached 100% and that code output per engineer doubled according to internal measurement, allowing the company to slow the pace of hiring.
