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LYFT

9/9 Score

Lyft, Inc.

Analysis Date: February 21, 2026

Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company operates multimodal transportation networks that offer riders personalized and on-demand access to various mobility options. It provides Ridesharing Marketplace, which connects drivers with riders; Express Drive, a flexible car rentals program for drivers; Lyft Rentals that provides vehicles for long-distance trips; and a network of shared bikes and scooters in various cities to address the needs of riders for short trips. The company also integrates third-party public transit data into the Lyft app to offer riders various transportation options. In addition, it offers access to autonomous vehicles; centralized tools and enterprise transportation solutions, such as concierge transportation solutions for organizations; Lyft Pink subscription plans; Lyft Pass commuter programs; first-mile and last-mile services; and university safe rides programs. The company was formerly known as Zimride, Inc. and changed its name to Lyft, Inc. in April 2013. Lyft, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.

Buffettology Criteria

All 9 of 9 criteria passed

  • High ROE

    Return on Equity > 12%

    Value: 210.0%

  • High ROIC

    Return on Invested Capital > 9%

    Value: 217.8%

  • Cash Machine

    FCF / Assets > 5%

    Value: 12.4%

  • Fair Valuation

    Earnings Yield > 3.5%

    Value: 49.6%

  • Share Buybacks

    Share Count is Dropping

    Value: 0.4%

  • Defensible Moat

    Gross Profit Margin > 40%

    Value: 41.5%

  • Simple Business

    Not in a speculative sector (e.g., Biotech)

    Value: Technology

  • Conservative Debt

    Debt to Equity < 1.5

    Value: 0.39x

  • Consistent Growth

    5-Year Growth is Positive

    Value: 223.3%

Analysis Summary

Lyft's financials show some promising signs, with a solid passing score across the board. The company exhibits a defensible moat and a simple business model in technology, which are the bedrock of any long-term investment. While the growth and cash generation metrics are satisfactory, I'll be keeping a close eye on whether these translate into truly robust returns as the business matures.

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