---
title: Uber (UBER) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/uber
ticker: UBER
as_of: 2026-10-17
sector: Technology
industry: Software - Application
---
# Uber (UBER)

Uber (UBER) closed at $70.35 on Oct 16, 2026, overvalued by 12% vs its model value of $62.61 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $70.35 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $62.61 |
| Price vs model | overvalued by 12% vs model |
| Range of that model | $42.52 – $121.90 |
| Market value | $143.7B |
| P/E (fiscal 2025) | 14.9 |
| Net margin (fiscal 2025) | 19.3% |
| Free cash flow (fiscal 2025) | $9.8B |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 1.26 |
| Cost of capital (WACC) | 9.56% |
| Business classification | Profitable Growth (Moderate growth (~18% recent), Moderate margins (19% net margin), Highly cyclical earnings, Strong FCF yield (6.8%)) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Insider buying | #4 | $15.3M | https://sweetvaluelab.com/lists/insider-buying |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $62.61 | $42.52 | $121.90 |
| DCF · Perpetuity growth · 10y | cross check | $70.05 | $48.49 | $132.64 |
| DCF · EBITDA exit · 5y | cross check | $62.43 | $45.52 | $82.29 |
| DCF · EBITDA exit · 10y | cross check | $69.89 | $50.88 | $95.02 |
| P/E · peers | cross check | $157.24 | $61.68 | $527.13 |
| P/E · own history | cross check | $80.47 | $64.50 | $315.32 |
| PEG | sanity check | $30.45 | $30.45 | $30.45 |
| EV/EBITDA · peers | cross check | $93.24 | $70.53 | $172.85 |
| EV/Revenue · peers | cross check | $117.11 | $113.53 | $163.88 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 10, 2026 | BURNS URSULA M | Director | Grant / award | 332 | $0 |
| Oct 10, 2026 | Arora Nikesh | Director | Grant / award | 315 | $0 |
| Oct 10, 2026 | THAIN JOHN A | Director | Grant / award | 350 | $0 |
| Sep 16, 2026 | Ceremony Glen | See Remarks | Option/RSU exercise | 686 | — |
| Sep 16, 2026 | Ceremony Glen | See Remarks | Option/RSU exercise | 700 | — |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 15, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1543151/000155278126000486/e26383_uber-8k.htm |
| Aug 7, 2026 | 8-K | 1.01 Entry into a Material Agreement; 1.02 Termination of a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1543151/000155278126000414/e26328_uber-8k.htm |
| Aug 5, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1543151/000154315126000032/uber-20260630.htm |
| Aug 5, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1543151/000154315126000027/uber-20260805.htm |
| Jul 16, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1543151/000155278126000382/e26302_uber-8k.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Ackman | 2026-06-30 | 34,326,200 | $2.5B |
| Terry Smith | 2026-06-30 | 8,943,151 | $645.3M |
| Tepper | 2026-06-30 | 7,694,071 | $555.2M |
| Thomas Russo | 2026-06-30 | 5,084,015 | $366.9M |

14 tracked managers in all.

## About

Uber Technologies, Inc. is a leading technology corporation that conceptualizes and deploys its proprietary software applications across a broad global footprint, spanning North and South America, Europe, the Middle East, Africa, and the Asia-Pacific region. The company primarily serves as a digital nexus, linking consumers with independent transport providers for ride-hailing services. Furthermore, it connects individuals and other patrons with a variety of establishments—such as restaurants, grocery stores, and other retailers—to a network of delivery service providers for the preparation and transport of meals, groceries, and other goods. The organization structures its operations into three distinct divisions: Mobility, Delivery, and Freight. The Mobility division facilitates access for consumers to a wide array of transportation options offered by drivers, including traditional cars…

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Source: https://sweetvaluelab.com/stocks/uber (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.