UBER/Mobility (Rides) — Scenario Model
Blue = input assumption|Black = computed

Mobility (Rides) — Scenario Model

Current Price
$85
Mobility (Rides) Component
$43/sh
Market Implies
79% chance of upside scenarios
21% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$126B$12652%
base$68B$6827%
bear$23B$2321%

Full Year-by-Year Models

Blue = input · Black = computed · Click to expand

Market-Implied Probability Reconciliation

Given these scenario EVs, what probability weights would the market need to assign to produce the current market-implied value of $43/share?

ScenarioMobility EVPer ShareImplied Prob.Weighted Contrib.
bull$126B$6152.0%$32
base$68B$3327.4%$9
bear$23B$1120.6%$2
Total100%$43/sh

Note: These probabilities apply to Mobility's contribution to Uber equity. Delivery and Freight/Platform contribute separately.

Target contribution: $43/sh. Residual: $0.0/sh.