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US ride-hailing platform connecting riders with drivers, focused solely on North American markets.
US ride-hailing platform connecting riders with drivers, focused solely on North American markets.
Keeps a share of each fare paid by riders, after paying drivers, who are independent contractors rather than employees, so rides and driver supply set revenue. It is smaller than Uber. In 2025 it bought FreeNow, a European taxi-booking app, taking it beyond North America.
Moat: narrow (network effects, brand). Local driver/rider density gives some network effect, but Uber's larger scale and multi-vertical app dominate.
Headquarters: San Francisco, California, US · Founded: 2012 · Employees: 3,913
Size Lyft (LYFT) is a United States Industrials company (Other Transportation) with a market value of $6.47B, the 1007th largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.09 on 6 Nov 2026.
Performance Over six months the shares gained 19.1%, against +0.2% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 10.8% over the last twelve months (peer median +8.3%); the operating margin is -1.7% (peer median 28.5%).
Valuation It trades at 21.9× forward earnings against a peer median of 15.4× (3rd most expensive of 19).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is -28 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 17.1 points below its cost of capital (13.6% WACC).
Credit Lyft has 2 bonds outstanding ($960M).
Short interest Short interest is 21.5% of the free float (15 Oct 2026).
Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.77B | $6.32B | $5.79B | $4.40B | $4.10B |
| Revenue growth | — | +9% | +31% | +8% | — |
| Gross profit | $2.57B | $2.14B | $2.04B | $1.45B | $1.22B |
| EBITDA | $33.6M | -$30.7M | $67.5M | -$296M | -$1.30B |
| Net income | $2.87B | $2.84B | $22.8M | -$340M | -$1.58B |
| Free cash flow | $1.11B | $1.12B | $766M | -$248M | -$352M |
| Capital expenditure | $82.8M | $52.8M | $83.5M | $150M | $115M |
| Total debt | $1.29B | $1.32B | $1.26B | $1.13B | $1.10B |
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 |
|---|---|---|---|---|---|---|
| Lyft LYFT | $6.47B | +19% | +11% | -2% | 21.9× | -6.1% |
| Uber UBER | $140B | -9% | +14% | 13% | 16.8× | 13.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LYFT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.0% | +5.9% | 11th highest of 21 |
| 6-month return | +19.1% | +0.2% | highest of 21 |
| Distance from 52-week high | -33.1% | -18.8% | 2nd lowest of 21 |
| Revenue growth (TTM) | +10.8% | +8.3% | 7th highest of 21 |
| Operating margin | -1.7% | 28.5% | 2nd lowest of 21 |
| Forward P/E | 21.9× | 15.4× | 3rd most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | -6.1% | 0.1% | 4th least demanding of 17 |
| Growth delivered (Del g) | +21.7% | +15.2% | 6th highest of 17 |
| Hurdle (Req g minus delivered) | -27.9 pp | -15.9 pp | 5th least demanding of 17 |
| ROIC minus cost of capital | -17.1 pp | +1.3 pp | lowest of 21 |
| Net debt / EBITDA | -14.9× | 3.0× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lyft LYFT | United States | $6.47B | +19% | +11% | -2% | 21.9× | -6.1% | +21.7% |
| Kobenhavns Lufthavne A/S KBHL.CO | Denmark | $6.60B | -6% | +9% | 34% | n/a | 6.7% | +28.5% |
| Hankyu Hanshin 9042.T | Japan | $7.03B | +3% | +6% | 10% | 13.2× | n/a | n/a |
| Fraport FRA.DE | Germany | $7.09B | +1% | +3% | 19% | 21.2× | 6.3% | +21.5% |
| Tokyo Metro 9023.T | Japan | $5.31B | -8% | +3% | 21% | 16.5× | 4.8% | +7.4% |
| Flughafen Zurich FHZN.SW | Switzerland | $7.94B | -3% | +4% | 35% | 20.3× | 0.3% | +16.9% |
| Grupo Aeroportuario del Sureste SAB de CV Sponsored ADR ASR | United States | $7.95B | -15% | +26% | 41% | 12.2× | -2.3% | +27.0% |
| Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR OMAB | United States | $5.21B | +2% | +21% | 53% | 13.2× | -5.1% | +27.2% |
| Shandong Hi-speed 600350.SS | China | $8.06B | +4% | -4% | 20% | 18.0× | 4.7% | +13.0% |
| Zhejiang Expressway 0576.HK | Hong Kong | $4.86B | -13% | +18% | 33% | 5.9× | n/a | n/a |
| Qingdao Port International 6198.HK | Hong Kong | $8.84B | -1% | +10% | 32% | 8.0× | -12.2% | +6.5% |
| China Merchants Port 0144.HK | Hong Kong | $8.93B | +5% | +14% | 38% | 9.3× | 4.1% | +8.3% |
| StandardAero SARO | United States | $9.14B | +10% | +13% | 10% | 16.4× | 10.9% | +13.5% |
| Hainan Airport Infrastructure 600515.SS | China | $4.56B | -26% | +25% | -5% | 133.0× | n/a | n/a |
| Shanghai International Airport 600009.SS | China | $9.22B | -9% | +7% | 19% | 23.7× | -2.6% | +25.4% |
| Liaoning Port 601880.SS | China | $4.54B | -10% | -3% | 21% | n/a | -10.7% | -1.3% |
| Jiangsu Expressway 0177.HK | Hong Kong | $9.54B | +6% | +8% | 26% | 10.1× | n/a | n/a |
| Taiwan High Speed Rail 2633.TW | Taiwan | $4.36B | -3% | +4% | 39% | 19.2× | 0.8% | +6.9% |
| SATS S58.SI | Singapore | $4.34B | +15% | +9% | 9% | 17.6× | -0.2% | +45.6% |
| Anhui Expressway 600012.SS | China | $4.29B | +13% | -14% | 42% | 14.5× | -5.4% | +18.0% |
| Tangshan Port 601000.SS | China | $4.27B | +3% | +10% | 39% | 13.9× | -11.0% | -6.2% |
Lyft has 2 bonds outstanding with $960M face value.