Grab operates an interesting business, including rideshare, food delivery, and financial services.
1 extracted signal · 1 resolved · 0 still active
Parkev Tatevosian, CFA27 Aug 2025, 19:45 UTC
AI-generated source summary
The video provides a fundamental analysis of Grab Holdings (GRAB) stock, initiated by a member request. The analyst revisits the stock, updating from a previous 'buy' rating on March 7th, 2025. The company's Q2 2025 earnings are reviewed, noting 46.2 million monthly transacting users, a 21% year-over-year increase in gross merchandise value (GMV), and the 14th consecutive quarter of adjusted EBITDA growth. The analyst also mentions that $1.5 billion zero coupon convertible senior notes were issued which could dilute the stock. Operating cash flow decreased to $64 million from $272 million. The decrease in cash flows were because of an increase number of borrowers and an uptrend of giving more loans, these events are expected to be revised in the future. The revenue is forecasted at $3.33 billion - $3.40 billion and adjusted EBITDA is forecasted from $460 million - $480 million. A proprietary discounted cash flow valuation is performed, calculating an intrinsic value per share of $6.93. The forward P/E ratio is 54.56, is a cheap evaluation based on the analyst outlook. The conclusion of the analysis is that the analyst maintains a 'buy' rating on Grab Holdings stock.
AI-generated summary based on the source content.
Evidence and evaluation progress
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1 eligible signal linked to this case.
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Signals in this source
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Parkev Tatevosian, CFA
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.