How Does DoorDash Stock Stack Up Against Its Peers?
DoorDash (DASH) stock has delivered solid returns over the past year, but how does it truly measure up against peers like Uber and Lyft in the competitive delivery landscape? A closer look reveals strong revenue growth (LTM 0.24) and healthy free cash flow (LTM FCF Margin 0.157). However, DASH’s significantly higher PE ratio (135.18) and lower operating margin (LTM 0.055) compared to larger rival Uber suggest a stretched valuation and potential for limited upside if industry leaders continue to consolidate market share and optimize efficiency.
- DASH’s 5.5% operating margin trails TPB’s 21.4%, reflecting delivery’s high operational costs versus tobacco’s established brand profitability.
- DASH’s 24.5% revenue growth outpacing UBER/LYFT shows delivery market share gains, but lags TPB, hinting at diverse industry growth drivers.
- DASH’s 26.7% stock gain, with a 135.2 PE, lags UBER/TPB, suggesting high future growth expectations and a valuation premium.
Here’s how DoorDash stacks up across size, valuation, and profitability versus key peers.
| DASH | UBER | LYFT | TPB | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 94.5 | 175.4 | 8.2 | 1.9 |
| Revenue ($ Bil) | 12.6 | 49.6 | 6.3 | 0.4 |
| PE Ratio | 135.2 | 12.3 | 59.3 | 34.4 |
| LTM Revenue Growth | 24.5% | 18.2% | 14.9% | 53.5% |
| LTM Operating Margin | 5.5% | 9.2% | 0.4% | 21.4% |
| LTM FCF Margin | 15.8% | 17.5% | 16.4% | 8.9% |
| 12M Market Return | 26.7% | 29.6% | 25.5% | 60.6% |
For more details on DoorDash, read Buy or Sell DASH Stock. Below we compare DASH’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DASH | 24.5% | 24.2% | 31.2% | 34.7% |
| UBER | 18.2% | 18.0% | 17.0% | 82.6% |
| LYFT | 14.9% | 31.4% | 7.5% | 27.6% |
| TPB | 53.5% | 11.0% | 1.2% | -27.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DASH | 5.5% | -0.4% | -6.7% | -15.7% |
| UBER | 9.2% | 6.4% | 3.0% | -5.7% |
| LYFT | 0.4% | -2.1% | -10.8% | -35.6% |
| TPB | 21.4% | 22.4% | 25.5% | 23.0% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| DASH | 135.2 | 561.3 | -69.6 | -13.3 |
| UBER | 12.3 | 12.8 | 66.4 | -5.3 |
| LYFT | 59.3 | 231.7 | -17.0 | -2.5 |
| TPB | 34.4 | 26.8 | 12.0 | 33.3 |
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