Live Report · Updated February 13, 2026

Grab vs Leidos

Grab Holdings and Leidos Holdings, Inc. are compared on business models, financial performance, and market context in a neutral, accessible way. This page explains how each organisation operates and positions itself within the market, without making forecasts or recommendations. Educational content, not financial advice.

Grab Holdings and Leidos Holdings, Inc. are compared on business models, financial performance, and market context in a neutral, accessible way. This page explains how each organisation operates and p...

Comparison Snapshot

Key Financial Metrics

GRAB

Metric

LDOS

$16.89B

Market Cap

$22.54B

67.71%

Potential Profit

24.60%

Buy

Analyst Rating

Buy

Why It's Moving

Grab Turns Profitable for 2025, Launches $500M Buyback, and Eyes U.S. Expansion Amid Strong 2026 Outlook

Breakthrough profitability: 2025 delivered $200 million net profit and $290 million free cash flow, up 78%, reflecting improved unit economics in mobility, deliveries, and financial services with double-digit revenue growth.
Aggressive capital return: $500 million buyback program, nearly 3% of market cap, signals board conviction in cash generation to fuel shareholder value amid 20-22% revenue growth guidance for 2026.
Strategic U.S. push: Acquisition of Stash Financial valued at $425 million aims to bolster digital financial offerings, timed with Q4 revenue up 19% and path to $1.5 billion Adjusted EBITDA by 2028.

Sentiment:

🐃Bullish

Leidos Stock Dips Sharply Amid Major Acquisition Buzz and Earnings Anticipation

Shares plunged 10.2% to around $174 on February 11, outpacing broader market declines and reflecting investor caution despite solid fundamentals.
Secured a $142M contract on February 9 to modernize IT for the Defense agency's CESO, bolstering its position in high-demand government tech services.
Announced $2.4B acquisition of ENTRUST Solutions Group, set to double its $600M energy infrastructure unit and expand its 3,000+ professional workforce.

Sentiment:

🌋Volatile

Grab Turns Profitable for 2025, Launches $500M Buyback, and Eyes U.S. Expansion Amid Strong 2026 Outlook

Breakthrough profitability: 2025 delivered $200 million net profit and $290 million free cash flow, up 78%, reflecting improved unit economics in mobility, deliveries, and financial services with double-digit revenue growth.
Aggressive capital return: $500 million buyback program, nearly 3% of market cap, signals board conviction in cash generation to fuel shareholder value amid 20-22% revenue growth guidance for 2026.
Strategic U.S. push: Acquisition of Stash Financial valued at $425 million aims to bolster digital financial offerings, timed with Q4 revenue up 19% and path to $1.5 billion Adjusted EBITDA by 2028.

Sentiment:

🐃Bullish

Leidos Stock Dips Sharply Amid Major Acquisition Buzz and Earnings Anticipation

Shares plunged 10.2% to around $174 on February 11, outpacing broader market declines and reflecting investor caution despite solid fundamentals.
Secured a $142M contract on February 9 to modernize IT for the Defense agency's CESO, bolstering its position in high-demand government tech services.
Announced $2.4B acquisition of ENTRUST Solutions Group, set to double its $600M energy infrastructure unit and expand its 3,000+ professional workforce.

Sentiment:

🌋Volatile

Investment Analysis

Grab

GRAB

Pros

Grab has a leading market share in Southeast Asia with a diverse superapp ecosystem covering mobility, delivery, and financial services across multiple countries.
The company is experiencing strong revenue growth, with a 22% year-over-year rise driven by acceleration in delivery business gross merchandise volume growth of 26%.
Financial services, especially fintech and digital banking, are the fastest-growing segments, showing potential for rapid scaling and new revenue streams.

Considerations

Grab's valuation is very high, trading at around 150x 2025 earnings and a significant premium relative to fair value estimates, reflecting high investor expectations.
Profitability remains modest with net income just above break-even and an elevated price-to-earnings ratio exceeding 180, highlighting ongoing risks in achieving sustainable profits.
Market competition is intense with key regional rivals like Foodpanda and Gojek, posing challenges in maintaining market share and margin expansion.

Leidos

LDOS

Pros

Leidos operates as a major government contractor with significant exposure to stable, long-term defence and intelligence budgets providing reliable revenue streams.
The company has a robust backlog and diversified client base in critical sectors including health, defence, and engineering services supporting steady growth.
Strong cash flow generation and a solid balance sheet enhance Leidos' ability to invest in future projects and return value to shareholders.

Considerations

Leidos faces exposure to government budget fluctuations and procurement delays, which can create revenue and operational uncertainties.
Its reliance on US federal contracts subjects the company to political and regulatory risks inherent in government spending decisions.
The competitive landscape in federal contracting is intense, with pressure on margins and potential risks from contract losses or delayed renewal.

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