Grab's projected earnings growth makes its 16.9x next-twelve-month earnings multiple look cheap. Management projects revenue CAGR above 30% and EPS CAGR around 40% through 2028, with Financial Services reaching adjusted EBITDA breakeven in H2 2026 and $500M by 2028. CEO Anthony Tan bought $30M of shares at $2.89, around today's price; Grab's $900M buyback equals 7.5% of market cap. Very few opportunities are as compelling as Grab. x.com 

Grab is an underrated growth story because it is becoming a full Southeast Asian ecosystem, where each added service makes the platform more valuable to consumers and merchants. Profitability is showing up, with Q4 2025 revenue up 19% and adjusted EBITDA up 54%, its first full-year net profit, and $290M of adjusted free cash flow. Guidance for 20-22% revenue growth and 40-44% EBITDA growth in 2026 signals operating leverage. The open question is whether that scale turns into real free cash flow. … Show more

Grab's growth now depends on rising spending to retain market share and GMV, a pattern that has persisted for several quarters despite a fairly strong Q1. The stock is also in a long-term downtrend with no inflection in sight, and the rule is to buy only strength or inflections. x.com 

Grab has about 2x potential through FY29/FY30 but not much more: solid, though less exciting than other names. Revenue of about $8B in FY29 at 19% net margins would give $1.52B of net income, or $0.37 EPS on 4.1B shares. About 20x is fair, against Uber at roughly 18x, given its financial-services potential and Southeast Asia risk, implying $7.40, a 130% gain. A recovery play like Snap may have more upside, with more risk. x.com 

Grab is building an ecosystem around Southeast Asian consumers' everyday needs, so each customer grows more valuable as they use more services. Q2 monthly transacting users rose 17% to 53.9M, revenue rose 22% to $997M and adjusted EBITDA rose 54% to $168M, while the loan book nearly tripled to $2.3B. The share price has been flat for years despite this. If users, engagement and financial services keep growing, the next 5-10 years could be extraordinary; competition is the main risk. x.com 

Grab looks like a tough near-term hold as oil costs and Indonesia's cap on fees weigh on it. It was expected to report $925M with EPS of $0.02. If it survives 2026 through the first half of 2027, it could have monster years after. x.com 

Grab's fundamentals are too strong for it not to return to its 200-week moving average at $4.00, a guaranteed 50% gain from where its CEO bought $30 million of stock at $2.70. Its cash alone equals 40% of its market cap, and fair value is $10, a 330% gain from here. x.com 

Grab operates in a region with extremely high entry barriers: Uber, Lyft and Tesla robotaxis are not in Southeast Asia and are not coming. It has moved beyond ride hailing and food delivery into an everything app, and people in the region trust it a lot. A company that keeps pushing numbers up, holds 3.5 times more cash than its debt and liabilities, generates positive free cash flow and has such barriers should be rewarded by markets. x.com  x.com 

Grab offers higher growth than Uber at only a slightly higher multiple. It is expected to grow 20% in 2028 versus 15% for Uber, and could approach 30% after the Atome acquisition, while trading at 15x 2028 earnings versus Uber's 13x. Uber, though, is a globally dominant American business with much higher multiple-expansion potential, making the choice between them close. x.com 

Uber offers more multiple-expansion potential than Grab because it is a globally dominant American business. Grab has higher expected growth, 20% in 2028 versus Uber's 15%, possibly near 30% after the Atome acquisition, and trades at 15x 2028 earnings versus Uber's 13x. Uber's multiple fairly reflects its slower growth, and both are tempting. x.com