Buffett Brain · Research note
Score updated 29 Oct 2026 · analysis from 6 Sept 2026
UBER· Technology
Uber
Uber's net margin of 19.3% is top-quintile in its sector, but its moat and ROIC are below Buffett's standards.
Buffett fit
Partial fit
Owner
21
Durability
62
Management
72
Price
55
Score updated 29 Oct 2026 · analysis from 6 Sept 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Technology stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If we owned 100% of Uber, we'd focus on maintaining its growth trajectory, with a revenue CAGR of 17.73% and improving profitability.
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The 10-year durability of Uber hinges on its ability to maintain competitive advantages in a rapidly evolving industry.
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Uber's management has shown discipline with a debt/equity ratio of 0.45 and interest coverage of 14.2, indicating prudent financial management.
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Uber's of 15.2 and yield of 6.37% suggest a fair valuation, but not a bargain.
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- The full reasoning behind all four pillars
- The 5-year price target and the return it implies
- What would change the call
- Graham, Lynch and Greenblatt on the same stock
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
5- 1Net margin of 19.3% is top-quintile in the Technology sector.
- 2Revenue CAGR of 17.73% indicates robust growth.
- 3Interest coverage of 14.2 demonstrates financial stability.
- 4Net debt/EBITDA of 0.71 shows low .
Concerns
5- 1 of 12.9% is below the sector's top-quintile cutoff of 13.4%.
- 2 of 39.8% is below the sector's top-quintile cutoff of 60.6%.
- 3Share count CAGR of 2.39% indicates dilution.
- 4EV/ of 25.4 is high, suggesting growth expectations are priced in.
Price history
$65.27+49.0%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Uber operates through Mobility, Delivery, and Freight segments. The Mobility segment includes ridesharing and various transportation modalities. The Delivery segment provides food and goods delivery services. The company reported $52.02B in revenue with a net income of $10.05B, indicating strong scale. However, a of 39.8% is below the sector's top quintile.
How this analysis has moved
The call has held across 6 reviews.
Sep 27, 2026 → Oct 29, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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