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 $81.5B against $57.3B — 1.4× the size. Sea Limited Sponsored ADR trades at the lower P/E: 36.7× against 99.7×. Sea Limited Sponsored ADR grew revenue faster over the last twelve months: 43.1% against 33.6%. Sea Limited Sponsored ADR has the higher net margin (5.94% vs 5.29%) and the higher return on invested capital (51.6% vs 6.36%). Across the 21 metrics below, Sea Limited Sponsored ADR leads on 19 and DoorDash, Inc. on 2.

Valuation

Metric DASH SE Internet Retail median
P/E 99.67 36.73 22.73
P/S 5.29 2.28 0.64
P/B 8.47 4.85 1.65
Price to free cash flow 39.27 19.04 14.11
EV/EBITDA 45.15 23.22 15.68
EV/Sales 5.11 1.91 0.76
Earnings yield 1.00% 2.72% (0.11%)
Free cash flow yield 2.55% 5.25% 0.00%

Profitability

Metric DASH SE Internet Retail median
Gross margin 51.41% 44.34% 43.51%
Operating margin 4.48% 8.24% 0.08%
Net margin 5.29% 5.94% 0.56%
Free cash flow margin 13.46% 18.81% 0.00%
Return on equity 8.93% 14.43% 0.00%
Return on assets 4.61% 5.73% 0.00%
Return on invested capital 6.36% 51.63% 0.00%

Growth

Metric DASH SE Internet Retail median
Revenue growth (TTM) 33.59% 43.06% 10.60%
EPS growth (last fiscal year) 634.48% 240.54% —
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 0.27 0.09 0.13
Current ratio 1.37 1.49 1.49
Net debt to EBITDA (1.97) (5.33) (0.25)

Dividend

Metric DASH SE Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric DASH SE Internet Retail median
Market cap 81.46b 57.27b 443.85m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack