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S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00% S&P 500 (SPY) $748.62 +0.88% Nasdaq-100 (QQQ) $708.90 +1.85% Dow (DIA) $522.55 +0.89% Russell 2000 (IWM) $295.82 +1.20% 10-Year Treasury (IEF) $93.32 −0.23% Crude Oil (USO) $128.37 +2.28% Gold (GLD) $373.85 +1.70% US Dollar Index (UUP) $28.45 +0.23% Volatility (VXX) $21.29 −3.77% Semiconductors (SMH) $583.24 +4.37% Silver (SLV) $53.36 +4.67% Emerging Markets (EEM) $65.45 +2.97% Bitcoin (BTC) $66,470.13 +1.90% Ethereum (ETH) $1,922.88 +1.00%
AEACapital Research

Independent student research — not an investment firm or financial advice

Competitive Comparison

Uber vs. Lyft

A watchlist look at the two major US rideshare operators — the larger, more diversified global platform against the smaller, US-focused specialist.

MetricUber Technologies (UBER)Lyft (LYFT)
PEG ratio6.03 (or 0.68, sources vary)0.15 (or 4.12, sources vary)
Adj. EBITDA$2.5B (Q4 FY25); $2.70–2.80B guidance (Q2 FY26)$132.8M (Q1 FY26); $160–180M guidance (Q2 FY26)
Market cap$152.87B$5.98B

Market cap, P/E, PEG, EV/EBITDA, and capex sourced via public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases), as of July 2026. PEG ratio sourced primarily from GuruFocus where available; different providers use different growth-rate assumptions, so figures elsewhere for the same stock can vary by several multiples. Gold-highlighted column(s) indicate the name(s) actually held in this book.

Why neither is in the book

Uber's adjusted EBITDA dwarfs Lyft's by roughly 20x, reflecting Uber's global scale and diversification into freight and delivery alongside rideshare — a meaningfully larger, more resilient business by most measures. Both names' PEG ratios are unusually volatile across data sources here, which is itself a signal that consensus growth estimates for this category are genuinely unsettled right now. Neither is a position because rideshare doesn't map cleanly to any of the themes already represented in the book — it isn't AI infrastructure, semiconductors, or software platform consolidation — and adding it would be diversification for its own sake rather than a specific, checkable thesis I could defend.