GRUB

GrubHub Inc.

TMT, Consumer


Presented:01/22/2015
Price:$35.71
Cap:$2.91B
Current Price:$2.64
Cap:$2.55B

Presented

Date01/22/2015
Price$35.71
Market Cap$2.91B
Ent Value$2.63B
P/E Ratio195.08x
Book Value$9.20
Div YieldN/A
Shares O/S81.53M
Ave Daily Vol1,340,000
Short Int5.17%

Current

Price$2.64
Market Cap$2.55B
GrubHub Inc. provides an online and mobile platform for restaurant pick-up and delivery orders in the United States. It connects local restaurants with hungry diners in approximately 600 cities and focused on transforming the takeout experience. The company operates GrubHub and Seamless Websites through grubhub.com and seamless.com. It also offers GrubHub and Seamless mobile applications for iPhone, iPad, and Android devices; Seamless Corporate program that helps businesses address inefficiencies in food ordering and associated billing; Allmenus.com and MenuPages, which provide an aggregated database of approximately 275,000 menus from restaurants in all 50 states; and OrderHub and Boost tools. The company was formerly known as GrubHub Seamless Inc. and changed its name to GrubHub Inc. in February 2014. GrubHub Inc. is headquartered in Chicago, Illinois.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), GrubHub Inc (GRUB)

HIghlights

The presenter is long shares of GrubHub (GRUB), and believes there is still room for growth in large urban markets as well as an opportunity to expand take rates. He is modeling significantly higher EBITDA than the Street currently expects to see, and thinks the stock can potentially double over the next 18 months.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.