Uber vs Lyft - It's Not Even Close

27/11/2023 15 min

Listen "Uber vs Lyft - It's Not Even Close"

Episode Synopsis

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/o8f6b9pkURo.


Uber Lyft stock. It's not even close. Uber is absolutely dominating the ride sharing market and they've successfully expanded into delivery and freight as well. The big question is if Lyft stock has any value remaining. We happen to think Lyft stock is a value trap, and the opportunity cost of not investing in Uber should make any investor immediately gravitate towards the leader. If you think Uber is going to acquire Lyft, it hardly seems likely. Uber and Lyft are direct competitors in the biggest ride sharing market with Uber generating next to a billion dollars in operating cash flow last quarter while Lyft managed just a few million. The key takeaway from this presentation is that Uber might be worth a closer look to see what sort of opportunity remains for delivery and ride sharing.