Should I Buy Grab Holdings (GRAB)? Finance YouTuber Analysis

The YouTuber is buying Grab, viewing it as a 'super app' that combines ride-sharing, delivery, payments, lending, and advertising, similar to a combination of Uber, Cash App, PayPal, and Google Ads in Southeast Asia. He believes the market is underestimating its potential as it transitions from a ride-sharing company to a comprehensive tech platform, with strong revenue and profit growth, and potential for international expansion beyond Southeast Asia. He projects a potential nine-times return over time.

“I'll show you how and why I'm buying this stock for as much as nine times return on my money.”

The YouTuber suggests buying Grab at its current price of around $3.50, viewing it as a good deal for a $14.6 billion company. He believes it's a good business with strong growth potential in Southeast Asia, expecting it to become more profitable and potentially a $100 billion company in the long term, despite past underperformance.

“so yes buying it at $3.50 50 could be a very good deal.”

The YouTuber recommends Grab, highlighting its 'super app' model in Southeast Asia with significant growth potential due to low market penetration. He notes strong growth in financial services and overall revenue, with the company achieving full-year profitability in 2025 after previous losses, suggesting a strong turnaround and future growth.

“This is turning into a bit of a Cinderella story that's now just in the beginning stages.”

The YouTuber acknowledges Grab's solid business and growth but finds the stock overvalued, trading at a 45 forward P/E for 22% growth. He believes there's better value elsewhere in the market and would only add Grab to a watchlist.

“So, Grab is another one that could be added to a watch list because it is an interesting business, but a pretty expensive stock today.”