$LYFT

LYFT

Lyft Inc.

All takes and content in this window

As of 09-13
09-11
The Motley FoolPublished 2026-09-11
“3 Hated Stocks Wall Street Gave Up On”
$LYFTBullish
LYFT is undervalued at 5x trailing cash flow; worst case is acquisition by AV firms leveraging its user base, while best case is continued growth alongside Uber.

Yeah. Now, the other company that I wanted to bring this to this discussion as an honorable mention is if you're looking for a real value play in this space, very similar business model to Uber, Lyft, trades for just five times their trailing 12-month cash flow.

So, this is an extremely cheap stock today. The market is telling you that, hey, Uber maybe will survive, but Lyft is absolutely going to get decimated by these by these autonomous vehicle companies.

And the thing that I would say here is at worst I think Lyft is an acquisition target for one of these companies. Maybe it's Whimo. They just launched a partnership uh in Nashville today actually as we're recording.

But maybe it's Zuks, you know, maybe it's one of these other companies that has big ambitions for being an autonomous vehicle company and a a delivery company but doesn't have that network of users.

And that's where you look at the real value in a company like Lyft is the fact that they already have nearly it's it's a much smaller base of of users, but 30 million active riders and they're doing almost a billion rides a year.

That is a huge business, huge momentum and a valuable aggregation for some of these companies that are trying to build out an autonomous vehicle business. That's a I think the worst case scenario.

I think it's a very po it's very possible that they just ride the tailwinds of growth and Uber and Lyft are still the leaders five or 10 years from now. But it's also very possible that somebody just comes in and says, "Hey, Lyft trading for just a $5.8 billion market cap.

We're Amazon. We're happy to just buy them and just build out this business ourselves."

Showing 1 / 1 on this page
See this ticker’s full history