Uber (UBER)

What Uber does

Uber is a technology platform that connects consumers with transportation services (ridesharing, carsharing, micromobility, public transit), delivery services (meals, groceries, retail items via Uber Eats and Uber Direct), and freight logistics (connecting shippers and carriers). The company operates in over 70 countries, primarily across the US, Canada, Latin America, Europe, the Middle East, Africa, and Asia Pacific. Its platform leverages proprietary technology, marketplace data, and a massive network of drivers, merchants, and service providers.

Fundamentals

• Price$73.60 as of 2026-07-08 close
• Market cap$149.8B as of 2026-07-09
• 1-year return-24.5% as of 2026-07-08 close
• P/E17.54 as of 2026-07-09
• Net margin+15.9% as of 2026-07-09
• Gross margin+35.5% as of 2026-07-09
• ROE+33.3% as of 2026-07-09
• Debt / equity0.42 as of 2026-07-09
• Revenue growth (YoY)+18.3% as of 2026-07-09
• Revenue CAGR (3y)+17.7% SEC XBRL
• Beta1.15 as of 2026-07-09

Ask why UBER looks like this →

Key risks (from latest filing)

["Driver classification litigation and reclassification risk: Uber faces numerous lawsuits, legislative challenges, and government investigations across multiple countries claiming drivers should be classified as employees rather than independent contractors. Reclassification would require significant wage, benefits, and social security expenses, potentially reducing driver supply and negatively impacting profitability.","Regulatory and compliance challenges: Operating in over 70 countries exposes Uber to varying regulatory regimes, including labor laws, data privacy regulations, and transportation licensing requirements that could impose additional operational constraints or costs.","Network dependency and market concentration risk: The business relies heavily on maintaining critical mass of both supply (drivers, merchants) and demand (consumers) in each market, with exposure to competitive pressure and changing consumer preferences across geographies."]

See UBER's biggest risks from its latest 10-Q →

Competitors & peers

• Lyft
• DoorDash
• Instacart
• Amazon (delivery services)
• Regional ride-sharing and delivery platforms
• Driver reclassification risk: Ongoing legal challenges in California and globally claiming drivers should be classified as employees rather than independent contractors; reclassification would incur significant wage, benefits, and tax expenses and could reduce driver supply.
• Regulatory and legislative pressure: Compliance with Proposition 22 and evolving labor laws across jurisdictions require additional expenses for minimum earnings guarantees, insurance, and health care subsidies; regulatory changes could materially impact operations and profitability.
• Platform dependency and competition: The business relies on maintaining massive networks of drivers, couriers, merchants, and consumers; competitive pressure from rivals and loss of driver/courier supply would reduce platform utility and revenue.

Not quite? Describe exactly what you want →