DoorDash, Inc. Class A Common Stock (DASH)vsO’Reilly Automotive Inc (ORLY)
DASH
DoorDash, Inc. Class A Common Stock
$146.60
-3.53%
CONSUMER CYCLICAL · Cap: $63.69B
ORLY
O’Reilly Automotive Inc
$90.11
-2.34%
CONSUMER CYCLICAL · Cap: $76.06B
Smart Verdict
WallStSmart Research — data-driven comparison
O’Reilly Automotive Inc generates 30% more annual revenue ($17.78B vs $13.72B). ORLY leads profitability with a 14.3% profit margin vs 6.8%. DASH appears more attractively valued with a PEG of 1.50. DASH earns a higher WallStSmart Score of 61/100 (C+).
DASH
Buy61
out of 100
Grade: C+
ORLY
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.0%
Fair Value
$99.68
Current Price
$146.60
$46.92 premium
Margin of Safety
-9.1%
Fair Value
$86.25
Current Price
$90.11
$3.86 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 59 in profit
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
6.8% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap.
Bear Case : DASH
The primary concerns for DASH are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 68.8x leaves little room for execution misses.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while ORLY is a value play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.90 — expect wider price swings.
DASH is growing revenue faster at 37.7% — sustainability is the question.
ORLY generates stronger free cash flow (364M), providing more financial flexibility.
Bottom Line
DASH scores higher overall (61/100 vs 60/100) and 37.7% revenue growth. Both earn "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 →O’Reilly Automotive Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
O'Reilly Auto Parts is an American auto parts retailer that provides automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States serving both the professional service providers and do-it-yourself customers.
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