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...
Why It's Moving
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Leidos sharpens focus on high-growth defense tech by divesting non-core Varec unit.
- Supports NorthStar 2030 portfolio optimization by removing automated fuel management from Leidos' offerings, enabling sharper focus on core pillars.
- Transaction expected to close in Q4 2025, subject to customary conditions, with leadership stating it maximizes long-term value for both parties.
- Wall Street's average brokerage recommendation of 1.87 (Strong Buy territory) and upward EPS revisions to $11.72 signal growing analyst confidence.
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Leidos sharpens focus on high-growth defense tech by divesting non-core Varec unit.
- Supports NorthStar 2030 portfolio optimization by removing automated fuel management from Leidos' offerings, enabling sharper focus on core pillars.
- Transaction expected to close in Q4 2025, subject to customary conditions, with leadership stating it maximizes long-term value for both parties.
- Wall Street's average brokerage recommendation of 1.87 (Strong Buy territory) and upward EPS revisions to $11.72 signal growing analyst confidence.
Which Baskets Do They Appear In?
Supply Chain Shift: The Southeast Asia Advantage
Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.
Published: August 7, 2025
Explore BasketEurope's Food Delivery Shake-Up
The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.
Published: August 3, 2025
Explore BasketEurope's Food Delivery Consolidation
Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.
Published: August 2, 2025
Explore BasketWhich Baskets Do They Appear In?
Supply Chain Shift: The Southeast Asia Advantage
Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.
Published: August 7, 2025
Explore BasketEurope's Food Delivery Shake-Up
The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.
Published: August 3, 2025
Explore BasketEurope's Food Delivery Consolidation
Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.
Published: August 2, 2025
Explore BasketGrocery E-Commerce Automation Revolution
This carefully selected group of stocks represents companies at the forefront of grocery automation technology. Our professional analysts have identified these businesses as key players delivering the robotics, software, and logistics systems that power the future of online grocery shopping.
Published: July 20, 2025
Explore BasketWeaponized Convenience
These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.
Published: June 17, 2025
Explore BasketRising Consumer Class
Tap into companies strategically positioned to capture the growing purchasing power of emerging market consumers. These carefully selected stocks represent businesses that professional analysts believe will benefit from rising disposable incomes in developing economies worldwide.
Published: June 17, 2025
Explore BasketSigh of Relief Portfolio
These companies are dedicated to giving you back your most valuable asset: time. By serving our universal desire for an easier life, these convenience-focused firms are becoming more integrated into daily routines, positioning them for sustained future growth.
Published: June 17, 2025
Explore BasketInvestment 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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