WallStSmart

Atmus Filtration Technologies Inc. (ATMU)vsDoorDash, Inc. Class A Common Stock (DASH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DoorDash, Inc. Class A Common Stock generates 737% more annual revenue ($15.89B vs $1.90B). ATMU leads profitability with a 11.3% profit margin vs 5.3%. ATMU trades at a lower P/E of 17.8x. ATMU earns a higher WallStSmart Score of 57/100 (C).

ATMU

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.0Quality: 6.5
Piotroski: 5/9Altman Z: 3.21

DASH

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 4.5Value: 3.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ATMU.

DASHUndervalued (+7.2%)

Margin of Safety

+7.2%

Fair Value

$189.13

Current Price

$201.95

$12.82 discount

UndervaluedFair: $189.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATMU4 strengths · Avg: 9.0/10
Return on EquityProfitability
52.3%10/10

Every $100 of equity generates 52 in profit

Altman Z-ScoreHealth
3.2110/10

Safe zone — low bankruptcy risk

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

DASH2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
35.6%10/10

Revenue surging 35.6% year-over-year

Market CapQuality
$87.50B9/10

Large-cap with strong market position

Areas to Watch

ATMU2 concerns · Avg: 2.5/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Debt/EquityHealth
2.201/10

Elevated debt levels

DASH4 concerns · Avg: 3.3/10
Price/BookValuation
8.8x4/10

Trading at 8.8x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ATMU

The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 16.4% demonstrates continued momentum.

Bull Case : DASH

The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 35.6% demonstrates continued momentum.

Bear Case : ATMU

The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.20 is elevated, increasing financial risk.

Bear Case : DASH

The primary concerns for DASH are Price/Book, Profit Margin, Operating Margin. A P/E of 105.2x leaves little room for execution misses.

Key Dynamics to Monitor

ATMU profiles as a growth stock while DASH is a hypergrowth play — different risk/reward profiles.

DASH carries more volatility with a beta of 1.79 — expect wider price swings.

DASH is growing revenue faster at 35.6% — sustainability is the question.

DASH generates stronger free cash flow (888M), providing more financial flexibility.

Bottom Line

ATMU scores higher overall (57/100 vs 44/100) and 16.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Atmus Filtration Technologies Inc.

CONSUMER CYCLICAL · AUTO PARTS · USA

Atmus Filtration Technologies Inc. is a leading provider of advanced filtration solutions, primarily serving the transportation and industrial sectors. The company leverages its robust intellectual property portfolio and engineering capabilities to deliver high-performance products that enhance engine efficiency and reduce emissions, aligning with the increasing global demand for sustainable technologies and clean energy. With a steadfast commitment to quality and customer satisfaction, Atmus is well-positioned for sustained growth, seeking to generate significant shareholder value in an evolving market landscape.

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DoorDash, Inc. Class A Common Stock

CONSUMER CYCLICAL · INTERNET RETAIL · USA

DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and merchants in the United States and internationally. The company is headquartered in San Francisco, California.

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