Bill Com Holdings Inc (BILL)vsUber Technologies Inc (UBER)
BILL
Bill Com Holdings Inc
$47.25
-0.80%
TECHNOLOGY · Cap: $4.06B
UBER
Uber Technologies Inc
$71.67
-1.23%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 3241% more annual revenue ($55.23B vs $1.65B). UBER leads profitability with a 17.3% profit margin vs -0.7%. BILL appears more attractively valued with a PEG of 0.48. UBER earns a higher WallStSmart Score of 64/100 (C+).
BILL
Buy50
out of 100
Grade: C-
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.1%
Fair Value
$278.07
Current Price
$47.25
$230.82 discount
Margin of Safety
+0.4%
Fair Value
$71.93
Current Price
$71.67
$0.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
0.0% earnings growth
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BILL
The strongest argument for BILL centers on PEG Ratio, Price/Book. Revenue growth of 13.8% demonstrates continued momentum. PEG of 0.48 suggests the stock is reasonably priced for its growth.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : BILL
The primary concerns for BILL are EPS Growth, Return on Equity, Piotroski F-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
BILL profiles as a turnaround stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
BILL is growing revenue faster at 13.8% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (64/100 vs 50/100), backed by strong 17.3% margins and 12.2% revenue growth. BILL offers better value entry with a 83.1% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bill Com Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Bill.com Holdings, Inc. provides cloud-based software that digitizes and automates financial back-office operations for small and medium-sized businesses globally. The company is headquartered in Palo Alto, California.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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