GrabGRAB
About: Founded in 2012, Grab provides ride-sharing services, food and grocery delivery, and financial services (payments, consumer loans, and enterprise offerings) in eight Southeast-Asian countries through its mobile platform. The company partners with merchants and riders, connecting them with consumers while charging commission to both sides. Grab has a leading market share in and derives 89% of its revenue from its core businesses, ride-sharing and food delivery. Singapore and Malaysia contributed 58% of revenue as of end-2021. Grab's main competitors in Southeast Asia are Foodpanda and Gojek, the ride-sharing arm of GoTo. Its financial services business is still in its nascent stage and provides minimal revenue currently. The company now also generates advertising revenue.
Employees: 10,604
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
241% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 34
219% more call options, than puts
Call options by funds: $71.6M | Put options by funds: $22.4M
90% more capital invested
Capital invested by funds: $7.32B [Q3] → $13.9B (+$6.6B) [Q4]
81% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 88
37% more funds holding in top 10
Funds holding in top 10: 19 [Q3] → 26 (+7) [Q4]
26.73% more ownership
Funds ownership: 50.16% [Q3] → 76.89% (+26.73%) [Q4]
22% more funds holding
Funds holding: 344 [Q3] → 420 (+76) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Ranjan Sharma 25% 1-year accuracy 1 / 4 met price target | 31%upside $5.60 | Overweight Upgraded | 21 Feb 2025 |
Barclays Jiong Shao 64% 1-year accuracy 23 / 36 met price target | 53%upside $6.50 | Overweight Maintained | 20 Feb 2025 |
Benchmark Fawne Jiang 69% 1-year accuracy 42 / 61 met price target | 41%upside $6 | Buy Reiterated | 20 Feb 2025 |
HSBC Piyush Choudhary 50% 1-year accuracy 1 / 2 met price target | 28%upside $5.45 | Buy Upgraded | 4 Feb 2025 |
Financial journalist opinion
Based on 16 articles about GRAB published over the past 30 days









