DoorDash, Inc. Class A Common Stock (DASH)vsLife Time Group Holdings Inc (LTH)
DASH
DoorDash, Inc. Class A Common Stock
$168.65
-0.40%
CONSUMER CYCLICAL · Cap: $73.49B
LTH
Life Time Group Holdings Inc
$26.23
-0.23%
CONSUMER CYCLICAL · Cap: $5.84B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 358% more annual revenue ($13.72B vs $3.00B). LTH leads profitability with a 12.5% profit margin vs 6.8%. LTH trades at a lower P/E of 15.8x. LTH earns a higher WallStSmart Score of 66/100 (B-).
DASH
Buy59
out of 100
Grade: C
LTH
Strong Buy66
out of 100
Grade: B-
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
-26.3%
Fair Value
$23.51
Current Price
$26.23
$2.72 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
Earnings expanding 220.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
6.8% margin — thin
Premium valuation, high expectations priced in
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : LTH
The strongest argument for LTH centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 12.3% 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 : LTH
The primary concerns for LTH are Debt/Equity, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while LTH 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
LTH scores higher overall (66/100 vs 59/100) and 12.3% revenue growth. Both earn "Strong Buy" and "Buy" 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 →Life Time Group Holdings Inc
CONSUMER CYCLICAL · LEISURE · USA
Life Time Group Holdings, Inc. offers health, fitness and wellness experiences to a community of individual members in the United States and Canada. The company is headquartered in Chanhassen, Minnesota.
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