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Operates shared electric scooters and e-bikes for short urban trips, rented via a mobile app worldwide.
Operates shared electric scooters and e-bikes for short urban trips, rented via a mobile app worldwide.
Charges riders an unlock fee plus a per-minute rate, and sells passes to frequent users, so revenue depends on rides per vehicle per day, weather and season. Costs are driven by collecting, charging, repairing and moving the vehicles, and by city permits that cap fleet sizes.
Moat: narrow (scale, installed base, network effects). Fleet density and city-permit relationships are hard to replicate quickly in a market.
Headquarters: San Francisco, California, United States · Founded: 2017
Size Neutron (LIME) is a United States Consumer Discretionary company (Movies/Entertainment) with a market value of $1.15B, the 2165th largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.64 on 6 Nov 2026.
Growth Revenue grew 29.1% over the last twelve months (peer median +5.3%); the operating margin is 7.9% (peer median 3.8%).
Valuation It trades at 20.3× forward earnings against a peer median of 16.8× (8th most expensive of 17).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.8 points below its cost of capital (19.4% WACC).
Short interest Short interest is 3.8% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|
| Revenue | n/a | $887M | $687M | $522M |
| Revenue growth | — | +29% | +32% | — |
| Gross profit | n/a | $345M | $281M | $169M |
| EBITDA | n/a | $195M | $137M | $81.7M |
| Net income | n/a | -$59.3M | -$33.9M | -$122M |
| Free cash flow | n/a | $104M | $47.3M | $1.07M |
| Capital expenditure | n/a | $111M | $122M | $80.1M |
| Total debt | $41.7M | $1.13B | $1.00B | $937M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Neutron LIME | $1.15B | n/a | +29% | 8% | 20.3× | 12.4% |
| Lyft LYFT | $6.47B | +19% | +11% | -2% | 21.9× | -6.1% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LIME | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -39.9% | -7.9% | lowest of 21 |
| Distance from 52-week high | -60.2% | -36.8% | 2nd lowest of 21 |
| Revenue growth (TTM) | +29.1% | +5.3% | 4th highest of 21 |
| Operating margin | 7.9% | 3.8% | 5th highest of 21 |
| Forward P/E | 20.3× | 16.8× | 8th most expensive of 17 |
| Growth the price implies (Req g, 7 yrs) | 12.4% | 5.1% | 5th most demanding of 11 |
| Growth delivered (Del g) | +29.1% | +4.2% | highest of 11 |
| Hurdle (Req g minus delivered) | -16.7 pp | -1.1 pp | 4th least demanding of 11 |
| ROIC minus cost of capital | -9.8 pp | -3.0 pp | 4th lowest of 21 |
| EV / EBITDA | 3.8× | 11.8× | cheapest of 14 |
| Net debt / EBITDA | -2.1× | 1.9× | 3rd least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Neutron LIME | United States | $1.15B | n/a | +29% | 8% | 20.3× | 12.4% | +29.1% |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| Strategic Education STRA | United States | $1.16B | -35% | +4% | 16% | 7.9× | -12.6% | +4.3% |
| Target Hospitality TH | United States | $1.13B | -26% | +12% | -9% | 22.9× | 49.9% | +7.3% |
| MarineMax HZO | United States | $1.16B | +21% | -6% | 2% | 32.8× | n/a | n/a |
| Dream Finders Homes DFH | United States | $1.12B | -13% | -11% | 3% | 441.3× | n/a | n/a |
| Carter's CRI | United States | $1.17B | -9% | +5% | 10% | 9.9× | -13.2% | -0.8% |
| BJ's Restaurants BJRI | United States | $1.18B | +30% | +4% | 3% | 22.5× | 26.8% | +12.4% |
| Universal Technical Institute UTI | United States | $1.10B | +49% | +9% | 5% | 30.1× | n/a | n/a |
| Dauch DCH | United States | $1.07B | -32% | +41% | 3% | 5.5× | n/a | n/a |
| Reformation REF | United States | $1.07B | n/a | +16% | 6% | 57.7× | n/a | n/a |
| LGI Homes LGIH | United States | $1.06B | -2% | -2% | 4% | 17.1× | 18.3% | -6.4% |
| XPEL XPEL | United States | $1.06B | -12% | +13% | 14% | 16.5× | n/a | n/a |
| Goodyear Tire & Rubber GT | United States | $1.26B | -33% | -4% | 3% | n/a | 5.9% | +8.2% |
| Adient ADNT | United States | $1.26B | -28% | +4% | 3% | 6.1× | -17.6% | +2.1% |
| La-Z-Boy LZB | United States | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% | +4.2% |
| Lucid LCID | United States | $1.30B | -48% | +67% | -259% | n/a | n/a | n/a |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Standard Motor Products SMP | United States | $993M | +10% | +6% | 11% | 9.3× | -8.5% | +9.7% |
| Coursera COUR | United States | $989M | -35% | +44% | -4% | 6.4× | n/a | n/a |