Market Pulse50Neutral

Lyft, Inc.Opportunity Rank #81(LYFT) Intrinsic Value & DCF Analysis (2026)

Sector: Technology

Current Price

$13.34

Last updated: Mar 24, 2026

Price vs Intrinsic Value

$13.34
Price
$85.32
Intrinsic Value
Undervalued by 540%MOS: $68.26

Fundamental Score

68/100
Bullish

Weighted across 6 signals

Narrative Score

50/100
Weak

No change vs previous

The intrinsic value of Lyft, Inc. (LYFT) is estimated at $85.32 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $13.34, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 14.44% long-term growth rate and a 10.23% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of Lyft, Inc. (LYFT) is estimated at $85.32 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $13.34, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 14.44% long-term growth rate and a 10.23% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$85.32
539.58% upside
20% margin of safety: $68.26
Years: 10Growth Rate: 14.44%
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Capital Efficiency

Average Quarterly ROIC
-4.53%
Cost of Capital (estimated)11%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.

Fundamental Details

68/100
BullishWeighted across 6 signals
DCF Discount
539.6% discount to price
100
FCF Yield
23.5% trailing FCF yield
100
ROIC vs WACC
ROIC -4.5% vs WACC 11.0% (-0.4x)
0
Net Debt / FCF
Net cash position
100
Buybacks
Share count growing
30
FCF CAGR (5Y)
379.7% 5Y FCF CAGR (adjusted)
100
Strengths: DCF Discount, FCF Yield. Concerns: ROIC vs WACC, Buybacks.

Narrative Details

50/100
Weak
Vs 6-Month Baseline:Above Avg (70th pct)Weighted across 6 recent drivers
Trend: StableConfidence: 87%Updated: 57m ago
Sources: 87 (70 News · 17 Analyst)
Drivers(last 30 days)
58 news sentiment-0.2
9 regulatory scrutiny+0.2
Earnings miss+0.0
Downgrade headlines-0.0
Earnings beat+0.0
17 analyst reiterations0.0

Investment Coach

Updated 18h ago
BUYConfidence: 57%
Thesis
Lyft, Inc. presents a compelling buy opportunity with an estimated fair value over 560% above its current price and strong fundamentals including a healthy free cash flow yield of 23.5%. Despite trailing returns relative to its cost of capital, the company shows constructive fundamentals and an improving narrative trend.
Key Risk
Lyft's return on invested capital remains significantly below its weighted average cost of capital, indicating potential challenges in generating value above its cost of capital.
Signals To Watch
  • Monitor whether valuation discount remains above 10%.
  • Track ROIC vs WACC spread for sustained improvement.
  • Follow narrative trend for meaningful shifts in the score direction.
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Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 57.64%5 Year CAGR (Adjusted): 318.13%

Free Cash Flow (in millions)

TTM2025202420232022202120202019201820172016
$1,254$1,221$933$52-$122-$23-$1,285$72-$210-$382-$478

How Intrinziq Estimates Fair Value

Intrinziq estimates Lyft, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Lyft, Inc.Technology

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.