DoorDash, Inc. Class A Common Stock (DASH)vsRestaurant Brands International Inc (QSR)
DASH
DoorDash, Inc. Class A Common Stock
$179.67
-0.14%
CONSUMER CYCLICAL · Cap: $77.56B
QSR
Restaurant Brands International Inc
$77.69
-1.09%
CONSUMER CYCLICAL · Cap: $34.14B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 76% more annual revenue ($17.06B vs $9.70B). QSR leads profitability with a 13.1% profit margin vs 6.2%. DASH appears more attractively valued with a PEG of 0.81. QSR earns a higher WallStSmart Score of 68/100 (B-).
DASH
Buy65
out of 100
Grade: C+
QSR
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.8%
Fair Value
$201.24
Current Price
$179.67
$21.57 discount
Margin of Safety
+37.8%
Fair Value
$113.69
Current Price
$77.69
$36.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.0% year-over-year
Earnings expanding 91.9% YoY
Large-cap with strong market position
Growing faster than its price suggests
Every $100 of equity generates 38 in profit
Earnings expanding 151.2% YoY
Strong operational efficiency at 27.7%
Areas to Watch
6.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.6% revenue growth
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 34.0% demonstrates continued momentum. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bull Case : QSR
The strongest argument for QSR centers on Return on Equity, EPS Growth, Operating Margin. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : DASH
The primary concerns for DASH are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 74.3x leaves little room for execution misses.
Bear Case : QSR
The primary concerns for QSR are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.92 is elevated, increasing financial risk.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while QSR 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 34.0% — sustainability is the question.
DASH generates stronger free cash flow (888M), providing more financial flexibility.
Bottom Line
QSR scores higher overall (68/100 vs 65/100). 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 →Restaurant Brands International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?