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: 11,267
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
247% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 34
219% more call options, than puts
Call options by funds: $71.6M | Put options by funds: $22.4M
92% more capital invested
Capital invested by funds: $7.27B [Q3] → $13.9B (+$6.66B) [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]
27.13% more ownership
Funds ownership: 49.83% [Q3] → 76.96% (+27.13%) [Q4]
23% more funds holding
Funds holding: 344 [Q3] → 422 (+78) [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 40% 1-year accuracy 2 / 5 met price target | 29%upside $5.30 | Overweight Maintained | 16 Apr 2025 |
Barclays Jiong Shao 44% 1-year accuracy 15 / 34 met price target | 58%upside $6.50 | Overweight Maintained | 20 Feb 2025 |
Benchmark Fawne Jiang 48% 1-year accuracy 27 / 56 met price target | 46%upside $6 | Buy Reiterated | 20 Feb 2025 |
HSBC Piyush Choudhary 0% 1-year accuracy 0 / 1 met price target | 33%upside $5.45 | Buy Upgraded | 4 Feb 2025 |
Financial journalist opinion
Based on 11 articles about GRAB published over the past 30 days
