GrabGRAB
About: Founded in 2012, Grab provides ride-sharing services, food and grocery delivery, and financial services (payments, consumer loans, and enterprise offerings) in eight Southeast-Asian countries through its mobile platform. The company partners with merchants and riders, connecting them with consumers while charging commission to both sides. Grab has a leading market share in and derives 89% of its revenue from its core businesses, ride-sharing and food delivery. Singapore and Malaysia contributed 58% of revenue as of end-2021. Grab's main competitors in Southeast Asia are Foodpanda and Gojek, the ride-sharing arm of GoTo. Its financial services business is still in its nascent stage and provides minimal revenue currently. The company now also generates advertising revenue.
Employees: 11,267
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
94% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 54
68% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 108
52% more call options, than puts
Call options by funds: $60.1M | Put options by funds: $39.6M
10% more funds holding
Funds holding: 422 [Q4 2024] → 465 (+43) [Q1 2025]
3% less capital invested
Capital invested by funds: $13.9B [Q4 2024] → $13.5B (-$463M) [Q1 2025]
1.51% less ownership
Funds ownership: 76.96% [Q4 2024] → 75.45% (-1.51%) [Q1 2025]
23% less funds holding in top 10
Funds holding in top 10: 26 [Q4 2024] → 20 (-6) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
JP Morgan Ranjan Sharma | 16%upside $5.30 | Overweight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 12 articles about GRAB published over the past 30 days
