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Lyft Inc Class A LYFT

Morningstar Rating
$16.15 −0.56 (3.35%)
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Company Report

While Improvement in Network Effect Continues, Lyft Faces a Tall Task Clawing Share Back from Uber

In the US market, Lyft has emerged as the number-two ride-sharing player, a position we think it will keep for years to come. It is currently having difficulty maintaining its market share against the market leader, Uber, in pursuing riders in a highly lucrative addressable market (including taxis, ride-sharing, bikes, and scooters). In our view, Lyft warrants a narrow economic moat rating, thanks to the network effect around its ride-sharing platform and intangible assets associated with riders, rides, and mapping data, which we think can drive the firm to profitability and excess returns on invested capital.

Price vs Fair Value

LYFT is trading at a 35% discount.
Price
$16.15
Fair Value
$95.00
Uncertainty
Very High
1-Star Price
$62.82
5-Star Price
$21.30
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Lyft’s position in the autonomous vehicle race could equalize gross and net revenue, if it no longer needs to pay drivers.

Bears

The development of autonomous vehicles, especially Google’s Waymo, could eliminate the need for all existing ride-sharing platforms, driving Uber and Lyft out of business.

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News

Trading Information

Previous Close Price
$16.71
Day Range
$16.0616.81
52-Week Range
$7.8520.82
Bid/Ask
$16.07 / $16.11
Market Cap
$6.46 Bil
Volume/Avg
13.3 Mil / 19.0 Mil

Key Statistics

Price/Earnings (Normalized)
26.94
Price/Sales
1.41
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

Lyft is the second-largest ride-sharing service provider in the us and Canada, connecting riders and drivers over the Lyft app. Incorporated in 2013, Lyft offers a variety of rides via private vehicles, including traditional private rides, shared rides, and luxury ones. Besides ride-share, Lyft also has entered the bike- and scooter-share market to bring multimodal transportation options to users.
Sector
Technology
Industry
Software - Application
Stock Style Box
Small Value
Total Number of Employees
2,945

Competitors

Valuation

Metric
LYFT
GOOGL
Price/Earnings (Normalized)
26.9426.40
Price/Book Value
11.926.84
Price/Sales
1.416.43
Price/Cash Flow
34.5618.73
Price/Earnings
LYFT
GOOGL

Financial Strength

Metric
LYFT
GOOGL
Quick Ratio
0.571.94
Current Ratio
0.872.10
Interest Coverage
−17.21266.75
Quick Ratio
LYFT
GOOGL

Profitability

Metric
LYFT
GOOGL
Return on Assets (Normalized)
5.55%24.48%
Return on Equity (Normalized)
57.83%35.00%
Return on Invested Capital (Normalized)
10.60%30.54%
Return on Assets
LYFT
GOOGL
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