Botfet / Company detail

UBER

watchlist

Uber

robotics

Moat score59out of 100

On watchlist · manual_watchUber. Distribution moat + robotaxi tailwind thesis (oguzerkan). Added 2026-08-06 by Fash.

The numbers

Financial metrics

Quality gate and thesis context

Roic11.2%

Gross Margin39.8%

Revenue Cagr31.4%

Fcf Conversion97.1%

Fcf Yield7.2%

Interest Coverage15.9x

Market Cap B$135.7B

Pe14.4

Quality PassPass

Founder LedNo

Thesis AlignedYes

Moat Quant38

Why it may endure

Quant: 38 · Curator: 21

Market Share Stability6

Network Effects6

Pricing Power14

Regulatory Moat6

Switching Costs6

Conviction6/10

Leadership7/10

Vision8/10