DoorDash, Inc. Class A Common Stock (DASH)vsDuluth Holdings Inc (DLTH)
DASH
DoorDash, Inc. Class A Common Stock
$169.49
-0.63%
CONSUMER CYCLICAL · Cap: $81.96B
DLTH
Duluth Holdings Inc
$4.40
+4.02%
CONSUMER CYCLICAL · Cap: $153.54M
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 2785% more annual revenue ($15.89B vs $550.75M). DASH leads profitability with a 5.3% profit margin vs 1.1%. DLTH appears more attractively valued with a PEG of 0.83. DLTH earns a higher WallStSmart Score of 59/100 (C).
DASH
Hold48
out of 100
Grade: D+
DLTH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.4%
Fair Value
$187.44
Current Price
$169.49
$17.95 discount
Margin of Safety
+72.0%
Fair Value
$8.42
Current Price
$4.40
$4.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.6% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 1266.0% YoY
Growing faster than its price suggests
Areas to Watch
5.3% margin — thin
Operating margin of 3.9%
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
1.1% margin — thin
ROE of -9.7% — below average capital efficiency
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 35.6% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : DLTH
The strongest argument for DLTH centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : DASH
The primary concerns for DASH are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 99.5x leaves little room for execution misses.
Bear Case : DLTH
The primary concerns for DLTH are Market Cap, Profit Margin, Return on Equity. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while DLTH is a value play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.89 — 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
DLTH scores higher overall (59/100 vs 48/100). 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.
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.
Visit Website →Duluth Holdings Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Duluth Holdings Inc. sells men's and women's casual, workwear, and accessories under the Duluth Trading brand in the United States. The company is headquartered in Mount Horeb, Wisconsin.
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