Lyft vs Uber Technologies (LYFT vs UBER)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Uber Technologies is the larger company by revenue ($52.0B vs $5.9B) and market value ($143.7B vs $6.2B). Uber Technologies has grown revenue faster over the last 4 fiscal years (+198.0% cumulative vs +83.8%). Uber Technologies runs the higher operating margin (10.7% vs -3.2%). Lyft trades at the lower trailing P/E (2.4x vs 15.4x).
About Lyft
Lyft, Inc. operates a global mobility platform that connects riders with drivers through its ridesharing marketplace, offering services including taxis, private hire vehicles, executive chauffeur services, car sharing, bikes, and scooters. The company serves individual riders and drivers across thousands of cities on six continents, providing transportation options via its Lyft mobile app. Lyft also offers vehicle rental programs for drivers and transportation solutions for businesses through its Lyft Business offerings.
About Uber Technologies
Uber Technologies, Inc operates a technology platform that connects consumers with independent providers for ridesharing, delivery, and freight services. Its main segments include Mobility, which offers various transportation options; Delivery, which facilitates meal, grocery, and retail item orders; and Freight, which provides logistics and shipment booking services. Uber serves consumers, drivers, merchants, shippers, and carriers across more than 70 countries worldwide.
Head to head (LYFT FY2025 vs UBER FY2025)
| Metric | LYFTFY2025 | UBERFY2025 |
|---|---|---|
| Revenue | $5.90B | $52.02B |
| Revenue growth (YoY) | 9.9% | 18.3% |
| Gross margin | 37.3% | — |
| Operating margin | -3.2% | 10.7% |
| Net margin | 48.2% | 19.3% |
| Net income | $2.84B | $10.05B |
| Diluted EPS | $6.81 | $4.73 |
| FCF margin | — | 18.8% |
| ROE | 86.9% | 36.0% |
| Long-term debt / equity | 0.31× | 0.38× |
| Market cap | $6.24B | $143.69B |
| P/E | 2.4× | 15.4× |
Fundamentals are from each company’s SEC filings (LYFT FY2025, UBER FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| LYFT | $3.21B | $3.81B | $4.12B | $5.37B | $5.90B |
| UBER | $17.45B | $31.88B | $37.28B | $43.98B | $52.02B |
Peer standing
Where each company ranks among the 668 Industrials companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | LYFT | UBER |
|---|---|---|
| Operating margin | -3.2%22nd percentile of 598 | 10.7%68th percentile of 598 |
| Net margin | 48.2%99th percentile of 630 | 19.3%93rd percentile of 630 |
| Revenue growth (YoY) | +9.9%66th percentile of 652 | +18.3%80th percentile of 652 |
| ROE | 86.9%99th percentile of 590 | 36.0%94th percentile of 590 |
| P/E | 2.4×2nd percentile of 406 | 15.4×26th percentile of 406 |
| Long-term debt / equity | 0.31×36th percentile of 403 | 0.38×40th percentile of 403 |
| Short interest (days to cover) | 9.18d94th percentile of 661 | 2.79d42nd percentile of 661 |
Short interest
| FINRA settlement data | LYFT | UBER |
|---|---|---|
| Shares sold short | 78.9M | 48.8M |
| Change vs prior settlement | +4.0% | +6.6% |
| Days to cover | 9.18 | 2.79 |
| As of settlement | 2026-09-30 | 2026-09-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | LYFT | UBER |
|---|---|---|
| Buys | 0 | 3 ($15.3M) |
| Sells | 9 ($1.9M) | 1 ($2.0M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
6 tracked 13F managers hold both Lyft and Uber Technologies as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.