Lyft (LYFT) Expands United Airlines Ads Partnership, Is The Stock Still A Bargain?

Simply Wall St.09-03

Lyft (LYFT) is back in focus after expanding its Lyft Ads partnership with United Airlines, introducing a new in app format that updates messages during a rider journey to airports like Newark and JFK...

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For context, Lyft shares recently closed at US$17.35, with a 90 day share price return of 22.88% and a 30 day share price return of 5.92%, while the year to date share price return is down 12.33% and the 1 year total shareholder return is 2.54%. That pattern points to momentum building again in recent months, helped by second quarter results that beat revenue estimates and were followed by an insider sale by Lyft’s Chief Accounting Officer under a trading plan, as well as new commercial moves such as the expanded United Airlines ads partnership. Compare Lyft's airport focused push with other transportation and travel stocks that screen well on fundamentals and valuation using our hand picked 54 high quality undervalued stocks. Lyft now has airport focused partnerships and a long record of building out its transportation platform. The share price move over the past year raises a different issue for investors: Is the stock actually priced well today? AdvertisementMost Popular Narrative: 10.3% Undervalued On the most followed narrative, Lyft’s fair value sits at $19.33 against the recent $17.35 close, which frames the current airport push inside a wider long term story.  Strategic global and cross-industry partnerships (e.g., with United Airlines, Chase, DoorDash) are driving higher-frequency usage and access to premium customers, increasing average revenue per user and providing resilient, recurring transaction growth.  Read the complete narrative. Want to understand why this narrative supports a higher fair value for Lyft than today’s price? The story leans heavily on revenue growth, slimmer margins, and a future earnings multiple that assumes a very specific glide path for profitability. The full breakdown shows how those moving pieces combine into that $19.33 figure. Result: Fair Value of $19.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Lyft’s story can change quickly if legal risks around sexual assault lawsuits escalate, or if autonomous vehicle timelines slip and delay the expected benefits. Find out about the key risks to this Lyft narrative. Next Steps Given this mix of concerns and potential rewards around Lyft, it makes sense to review the underlying data yourself and form your own view. A simple way to start is by weighing the company’s 3 key rewards and 2 important warning signs Looking for more investment ideas beyond Lyft? Do not stop with Lyft. The market includes many other stocks that might fit your style and risk level, so consider giving yourself more options.  Scan through 21 elite penny stocks with strong financials to look for potential turnarounds that already show stronger fundamentals than many expect. Review our hand picked 54 high quality undervalued stocks to focus on quality at a sensible price before the crowd pays closer attention. Check companies in the list of solid balance sheet and fundamentals (52 results) to prioritise resilience and financial strength by pairing sturdy balance sheets with solid business profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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