DoorDash, Inc. Class A Common Stock (DASH)vsFrontdoor Inc (FTDR)
DASH
DoorDash, Inc. Class A Common Stock
$168.65
-0.40%
CONSUMER CYCLICAL · Cap: $73.49B
FTDR
Frontdoor Inc
$60.59
-2.29%
CONSUMER CYCLICAL · Cap: $4.25B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 555% more annual revenue ($13.72B vs $2.09B). FTDR leads profitability with a 12.2% profit margin vs 6.8%. DASH appears more attractively valued with a PEG of 1.72. DASH earns a higher WallStSmart Score of 59/100 (C).
DASH
Buy59
out of 100
Grade: C
FTDR
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.0%
Fair Value
$180.89
Current Price
$168.65
$12.24 discount
Margin of Safety
-7.8%
Fair Value
$52.19
Current Price
$60.59
$8.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.7% year-over-year
Large-cap with strong market position
Earnings expanding 47.7% YoY
Every $100 of equity generates 106 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
6.8% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 17.8x book value
Operating margin of 4.8%
Earnings declined 84.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum.
Bull Case : FTDR
The strongest argument for FTDR centers on Return on Equity, P/E Ratio. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : DASH
The primary concerns for DASH are PEG Ratio, Altman Z-Score, Profit Margin. A P/E of 79.5x leaves little room for execution misses.
Bear Case : FTDR
The primary concerns for FTDR are PEG Ratio, Price/Book, Operating Margin. Debt-to-equity of 3.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while FTDR is a value play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.93 — expect wider price swings.
DASH is growing revenue faster at 37.7% — sustainability is the question.
DASH generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
DASH scores higher overall (59/100 vs 50/100) and 37.7% 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.
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 →Frontdoor Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
front door, inc. The company is headquartered in Memphis, Tennessee.
Visit Website →Compare with Other INTERNET RETAIL Stocks
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