Lyft is mentioned as one of the companies in the food delivery and financial services category that the creator is bullish on.
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Down 40%, Is Grab Stock a Buy in September?
Sep 15, 2026
Grab Holdings stock is down nearly 40% year-to-date, facing headwinds from Middle East conflict and rising energy costs impacting driver earnings. Despite these challenges, the company is investing in new opportunities like autonomous vehicles and financial services, with commercialization of autonomous services planned for Singapore in Q4 2026. The stock is trading at its lowest forward P/E ever, and a discounted cash flow valuation suggests a fair value of $6.18, more than double the current market price of $3.03, leading to a continued buy rating.
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DoorDash is mentioned as one of the companies in the food delivery and financial services category that the creator is bullish on.
Grab Holdings' revenue margin of around 16% is solid but less than Uber's margins in ride-sharing (closer to 30%) and food delivery (closer to 20%).
Grab Holdings, despite a 40% year-to-date stock decline and operational challenges, is considered an undervalued buy with a fair value estimate of $6.18, more than double its current market price.
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GRABbuy opened Sep 15, 2026
-1.18%