DoorDash delivered strong third-quarter results as it announced its $17 billion acquisition of Instacart. Orders rose 28% to 993 million, marketplace gross order volume (GOV) increased 36% to $33.9 billion, and revenue grew 34% to $4.6 billion.
DoorDash is the premier food delivery demand aggregator in North America with a dominant 60%-70% market share.
DoorDash lacks Uber’s revenue diversification since it focuses exclusively on food and convenience delivery.
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Metric
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DASH
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UBER
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DHER
|
|---|---|---|---|
Price/Earnings (Normalized) | 69.30 | 23.96 | 94.70 |
Price/Book Value | 7.28 | 4.87 | 9.27 |
Price/Sales | 4.63 | 2.47 | 0.76 |
Price/Cash Flow | 23.40 | 15.28 | 51.50 |
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Metric
|
DASH
|
UBER
|
DHER
|
|---|---|---|---|
Quick Ratio | 1.16 | 0.65 | 0.87 |
Current Ratio | 1.46 | 0.84 | 1.07 |
Interest Coverage | — | 13.87 | −0.37 |
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Metric
|
DASH
|
UBER
|
DHER
|
|---|---|---|---|
Return on Assets (Normalized) | 11.95% | 18.21% | 2.92% |
Return on Equity (Normalized) | 23.13% | 43.04% | 18.54% |
Return on Invested Capital (Normalized) | 16.36% | 27.39% | 8.97% |
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1-Day Chart
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