Grab is Southeast Asia's all-in-one app for ride-hailing, food delivery, and digital payments, like a regional Uber, DoorDash, and PayPal fused into one platform across eight countries.
Money comes from taking a cut of every ride, delivery, and financial transaction on its platform. Gross margin sits around 43.6%, and the business turned profitable with net income of USD 0.27B in 2025, up from losses in prior years.
Grab's network of drivers, merchants, and users creates a self-reinforcing loop that's hard to break, but GoTo and Sea Limited's ShopeeFood are actively competing with heavy subsidies and price wars, eroding its dominance. moat_level: eroding
Hold (sector percentile 60) — value B, growth A-, profitability C+, momentum D, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
GXS Bank rolls out Singapore's first bank-issued credit card applicable via Grab app, expanding Grab's retail finance lineup
Record revenue, EBITDA, MTUs; strong liquidity underpins growth
CEO reduces direct holdings by ~48% under pre-set 10b5-1 plan
Improving ad momentum and World Cup spending helped lift results, while investors focused on higher infrastructure spending and user growth.
Q2 EPS $0.06 beat; adjusted EBITDA up 54% YoY to $168M; raises FY guidance, continues buybacks
Zacks reports closing performance beating market, with Q2 revenue expected to rise 22.3%
On-demand GMV growth accelerated to 24% year-on-year in Q1 2026, with group MTUs increasing to 52 million
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