EBITDAEarnings Before Interest, Taxes, Depreciation, and Amortization — a measure of operating profitability before financing and accounting decisions. EV/EBITDA compares a company's full value (including debt) to this figure, often used to compare companies with different capital structures.
PEG ratioPrice/Earnings-to-Growth: the P/E ratio divided by expected earnings growth. Below 1.0 is often read as cheap relative to growth; above suggests the market is pricing in a lot of future growth already. Different providers use different growth-rate assumptions, so figures vary by source.
6.03
Capex
$327.00M (TTM)
Fundamentals sourced as cited below; figures vary slightly by provider and reporting date, consistent with real-world data variance across sources. EBITDA, PEG ratio, and capex sourced from public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases). PEG ratio is sourced primarily from GuruFocus where available; different providers calculate PEG using different growth-rate assumptions (trailing vs. forward, 1-year vs. 5-year), so figures from other sources for the same stock can vary by several multiples — a known limitation of PEG as a metric, not unique to any name here.
Why it's on the list
Uber is a genuine network-effect business that's turned the corner into real free cash flow generation, with autonomous-vehicle partnerships giving it optionality on a future where its own driver network becomes less central to the model — upside without needing to bet on any single AV company winning.
Why it's not in the book yet
It's a different kind of business than almost everything else in this book — not an AI-infrastructure or semiconductor story — and I haven't done enough work on ride-share/delivery unit economics specifically to have real conviction versus just liking the story.
What would move me to buy
Actually doing that unit-economics homework, and a valuation that reflects the current cash-flow profile rather than the growth-stock multiple it traded at years ago.
Sources: SEC Form 8-K, fullratio.com, Yahoo Finance, macrotrends.net (as of July 11, 2026). This is a watchlist entry, not a position — see Watchlist for the full list and Investment Policy Statement for what it takes for a name to become a real position. Not investment advice.