Uber Now Earns More Than Tesla. It's Down 30%.
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Rational CompounderIndependent analyst profile- Source published
- 30 Sept 2026, 15:30 UTC
- Recorded by Tahlil Plus
- 27 Oct 2026, 08:47 UTC
AI-generated source summary
The analysis contrasts the financial performance and market valuation of Uber and Tesla. Uber's operating profit in Q2 2026 was $6.7 billion, significantly higher than Tesla's $4.372 billion. However, Uber's stock price has fallen 30% from its high, partly due to a major acquisition offer and past stock performance. Tesla's EV/EBITDA is valued at 130x, while Uber's is at 20.4x, suggesting Tesla is priced for much higher future growth. Uber's own projections show a significant increase in robotaxi spending and potential for Uber's robotaxi services to capture a substantial portion of the ride-hailing market, driven by lower operating costs and increased utilization. However, Uber's current valuation based on this robotaxi spend remains around $70-$85 per share, which is above its current price, implying the market is not fully valuing this future growth. Tesla, on the other hand, is valued significantly higher, reflecting higher growth expectations, with a valuation model suggesting a fair value of $85.08 at 12% growth.
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