DoorDash, Inc. (DASH) vs Sea Limited Sponsored ADR (SE)

DoorDash, Inc. and Sea Limited Sponsored ADR are both Internet Retail companies. DoorDash, Inc. is the larger, with a market value of $79.9B against $43.5B — 1.8× the size. Sea Limited Sponsored ADR trades at the lower P/E: 28.2× against 75.0×. Sea Limited Sponsored ADR grew revenue faster over the last twelve months: 43.1% against 35.0%. DoorDash, Inc. has the higher net margin (6.23% vs 5.94%) and the lower return on invested capital (7.82% vs 51.6%). Across the 21 metrics below, Sea Limited Sponsored ADR leads on 18 and DoorDash, Inc. on 3.

Valuation

Metric DASH SE Internet Retail median
P/E 75.00 28.24 23.78
P/S 4.66 1.76 0.76
P/B 7.42 3.73 1.73
Price to free cash flow 36.09 14.64 14.90
EV/EBITDA 35.88 16.81 18.44
EV/Sales 4.47 1.39 0.81
Earnings yield 1.33% 3.54% (0.52%)
Free cash flow yield 2.77% 6.83% (0.47%)

Profitability

Metric DASH SE Internet Retail median
Gross margin 51.91% 44.34% 44.12%
Operating margin 5.25% 8.24% 0.76%
Net margin 6.23% 5.94% 0.56%
Free cash flow margin 12.91% 18.81% 0.00%
Return on equity 10.52% 14.43% 0.00%
Return on assets 5.51% 5.73% 0.00%
Return on invested capital 7.82% 51.63% 0.00%

Growth

Metric DASH SE Internet Retail median
Revenue growth (TTM) 35.03% 43.06% 10.60%
EPS growth (last fiscal year) 634.48% 240.54% 19.82%
Revenue growth, 5-year CAGR 36.58% 39.28% 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DASH SE Internet Retail median
Debt to equity 0.25 0.09 0.10
Current ratio 1.46 1.49 1.52
Net debt to EBITDA (1.97) (5.33) (0.66)

Dividend

Metric DASH SE Internet Retail median
Dividend yield — — 1.74%
Payout ratio — — 0.27

Size

Metric DASH SE Internet Retail median
Market cap 79.93b 43.53b 528.20m

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