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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5712 followers
Created: 2025-07-21 12:41:42 UTC

$GRAB at just XXX X EV/GMV or 4.7X EV/Sales 25E, a 40‑50 % discount to peer $UBER despite similar growth and a clean balance sheet.

Edge markers to watch next week (earnings 7/30):
Take rate ≥ X % with incentive spend ≤ XX % GMV.
Fintech loan book > US $XXX B, NPLs < X %.

Full year EBITDA breakeven reaffirmed.

Sub 1X EV/GMV for a XX %+ compounder with net cash and fintech optionality still feels mispriced.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947275795518415116/c:line.svg)

**Related Topics**
[$15b](/topic/$15b)
[fintech](/topic/fintech)
[balance sheet](/topic/balance-sheet)
[discount](/topic/discount)
[$grab](/topic/$grab)
[$uber](/topic/$uber)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Next100Baggers/status/1947275795518415116)