Grubhub (NYSE:GRUB)

CAPS Rating: 3 out of 5

GRUB News and Commentary

Caps

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All Players

113 Outperform
24 Underperform
 

All-Star Players

42 Outperform
8 Underperform
 

Wall Street

3 Outperform
0 Underperform
 

Top GRUB Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

baselineace (46.87)
Submitted February 18, 2018

The Netflix of Dining.

mikedottavio (38.57)
Submitted February 20, 2017

Uber Eats is already a better product. Nothing about Grubhub incentivizes restaurants or consumers to be loyal. They will be forced to decrease margins to zero in a race to the bottom with no other line of business to fall back on.

GRUB VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about GRUB.

Recs

0
Member Avatar TrevorCarson (33.60) Submitted: 7/12/2018 9:06:46 AM : Outperform Start Price: $109.77 GRUB Score: +1.47

RyanOlivas pick

Recs

0
Member Avatar Ikarruss (47.20) Submitted: 6/27/2018 10:23:23 AM : Outperform Start Price: $105.32 GRUB Score: +3.97

Innovative company with great potential. The online world hits food.

Recs

1
Member Avatar TMFRendezvous (86.57) Submitted: 6/22/2018 4:51:29 PM : Underperform Start Price: $106.17 GRUB Score: -3.15

Unashamedly went through Wendy's drive-through today to get a Baconator… I noticed they were advertising Door Dash for delivery, which got me thinking about the food-delivery industry...
Convenient and fast delivery is without a doubt a huge trend, whether it is people (Uber), packages (Amazon) or Food (Grubhub). Food is definitely the youngest idea of the three and also the most competitive, in terms of many large and small start-ups vying for market share; which contrasts with packages where Amazon is dominate with FexEx and UPS, and people where Uber and Lyft having a big head start. Food delivery also has the potential to be the most un-differentiated:
-You don't have to talk to your driver, have a nice/clean car.
-There are not many reasons for restaurants to not accept orders from multiple vendors.
-There is no scale advantage from having a large distribution center like Amazon because restaurants are already distributed with the consumer in mind- so anyone with a car has access.
Grubhub is the first-mover, has solid brand equity, and has the most options but that hardly quantifies a moat. Competing with UberEats and potentially Amazon can be very difficult, as Uber already has the largest network of drivers who can both deliver food and people, and Amazon has the ability to cannibalize any industry. As competition between Grubhub, UberEats, Postmates, Door Dash (and even local startup like Territory Foods at FoolHQ) heat up you could see compressing margins (as has already been the case with Grubhub) as food delivery is reduced to more and more of a commodity. In fact, I see more value-add to the restaurant than the deliverer in a more mature market.

Grubhub currently has a valuation of 10.7B and is trading at 70X forward earnings.. that simply seems like too much for a company with little to no competitive advantage in an industry with little pricing power.

Leaderboard

Find the members with the highest scoring picks in GRUB.

Score Leader

portastatic

portastatic (67.86) Score: +371.05

The Score Leader is the player with the highest score across all their picks in GRUB.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
portastatic 67.86 2/24/2016 Outperform 5Y $21.62 +417.76% +46.71% +371.05 0 Comment
TMFSpeyside 76.37 3/14/2016 Outperform 5Y $24.67 +353.75% +37.90% +315.85 0 Comment
Aaryan 51.56 8/28/2015 Outperform 3Y $26.07 +329.38% +40.81% +288.57 0 Comment
springdc < 20 6/6/2016 Outperform 5Y $28.80 +288.68% +32.50% +256.18 0 Comment
ShowMeTheMoat 93.57 8/4/2015 Outperform 5Y $30.07 +272.26% +33.46% +238.80 0 Comment
atlfoolmike 92.40 7/7/2015 Outperform 5Y $30.56 +266.30% +35.98% +230.31 0 Comment
Bubba64 < 20 4/3/2017 Outperform 3Y $33.02 +239.01% +18.61% +220.40 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. huddaman 99.04 7/29/2015 Outperform 5Y $31.79 +252.12% +33.37% +218.76 2 Comments
renniquerx 85.25 3/10/2017 Outperform 5Y $33.60 +233.15% +17.90% +215.25 0 Comment
heavycowboy < 20 11/7/2014 Outperform 1Y $32.44 +245.07% +37.51% +207.56 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.62 5/24/2017 Outperform 3W $42.83 0% 0% 0 0 Comment
TrackJimCramer 85.62 3/26/2015 Underperform 3W $44.99 -2.58% +17.75% +20.33 5/27/2017 @ $43.83 0 Comment
TrackGoldmanSach 78.77 12/16/2014 Outperform NS $32.61 +243.27% +40.84% +202.43 0 Comment
TrackBofASec 92.39 9/19/2014 Outperform NS $39.21 +185.49% +38.79% +146.70 0 Comment
TrackJimCramer 85.62 5/21/2014 Outperform 3W $31.04 +44.94% +8.53% +36.41 3/26/2015 @ $44.99 0 Comment

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