GRAB Stock Recent News

Zacks.com users have recently been watching Grab (GRAB) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Grab's super-app dominates Southeast Asia with 43 million users, leveraging AI-driven features and loyalty bundles to enhance cross-service engagement and user stickiness. Financially robust, Grab boasts a cash-to-debt ratio of 15.3x, a quick ratio of 2.46x, and a gross margin of 42.5%. Despite competition, Grab controls 55% of the $375 billion Mobility and Delivery market, with impressive GMV and MTU growth driving operational leverage.

Despite macro concerns, Grab's stock has shown resilience, recovering to $4.8, after Trump's tariff pause and solid 1Q25 results & EBITDA guidance upgrade. Adjusted EBITDA reached a record $106M, marking the 13th consecutive quarter of improvement. Prior investment in new products like Saver Deliveries/FoodMart has started paying off, boosting MTUs to a new high. Some kitchen sinking in Financial Services (FS) with EBITDA losses expanded on increased NPL provisioning. Management sees no deterioration in NPL, suggesting potential write back in future quarters.

Grab has achieved consistent profitability with strong revenue, EBITDA, and user growth, despite seasonal headwinds and a challenging macroeconomic environment. The company's mobility and delivery segments are driving profitability, while financial services show significant growth potential but remain unprofitable. Management's confidence and strategic positioning suggest Grab can be resilient and even counter-cyclical during economic slowdowns, supporting user growth and retention.

Shares of Grab have rallied in 2025, while U.S. peers have lagged, and the company's recent Q1 earnings added additional enthusiasm for this rideshare leader. The company boosted its adjusted EBITDA outlook for the year and has so far cited no macro impact. We note, however, that the company is sustaining growth via higher incentive spending, particularly in its mobility segment, which is seeing more meaningful deceleration.

CFO Peter Oey believes the Southeast Asian region holds untapped potential for apps like Grab. $GRAB

Grab and Sea Limited both focus on Southeast Asia, offering diverse services through "everything apps," but differ in core business models and geographical expansion. Grab's valuation is appealing with strong growth potential, clear moats, a solid track record, and significant cash reserves, supported by Uber's stake. Sea Limited has broader international exposure and aggressive expansion, but Grab's integrated ecosystem and sector presence make it a more compelling investment.

In this video, I will go over Grab's (GRAB 2.61%) first-quarter earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Grab's CFO Peter Oey discusses why Indonesia remains a strategic priority for the business, emphasising a stronger focus on affordability and driver recruitment.

Grab Holdings Limited (NASDAQ:GRAB ) Q1 2025 Results Earnings Conference Call April 29, 2025 8:00 PM ET Company Participants Douglas Eu - Director of Investor Relations and Strategic Finance Anthony Tan - Chief Executive Officer, Co-Founder and Chairman Alex Hungate - President and Chief Operating Officer Peter Oey - Chief Financial Officer Conference Call Participants Pang Vitt - Goldman Sachs Alicia Yap - Citigroup Venugopal Garre - Bernstein Société Générale Piyush Choudhary - HSBC Wei Fang - Mizuho Securities Divya Gangahar - Morgan Stanley Mark Mahaney - Evercore Jiong Shao - Barclays Capital Operator Ladies and gentlemen, thank you for joining us today. My name is Nora and I will be your conference operator for this session.