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DoorDash, Inc. (DASH) vs Wayfair Inc. (W)

DoorDash, Inc. and Wayfair Inc. are both Internet Retail companies. DoorDash, Inc. is the larger, with a market value of $78.5B against $15.5B — 5.1× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; DoorDash, Inc. trades at 74.2×. DoorDash, Inc. grew revenue faster over the last twelve months: 35.0% against 7.89%. DoorDash, Inc. has the higher net margin (6.23% vs −1.21%) and the higher return on invested capital (7.82% vs 0.00%). Across the 19 metrics below, DoorDash, Inc. leads on 13 and Wayfair Inc. on 6.

Valuation

Metric DASH W Internet Retail median
P/E 74.17 n/m 23.90
P/S 4.61 1.18 0.71
P/B 7.34 n/m 1.80
Price to free cash flow 35.69 25.87 15.07
EV/EBITDA 35.46 30.60 17.34
EV/Sales 4.42 1.29 0.77
Earnings yield 1.35% (1.10%) 0.46%
Free cash flow yield 2.80% 3.87% (0.39%)

Profitability

Metric DASH W Internet Retail median
Gross margin 51.91% 29.95% 44.04%
Operating margin 5.25% 2.14% 0.08%
Net margin 6.23% (1.21%) 1.15%
Free cash flow margin 12.91% 4.56% 0.00%
Return on equity 10.52% 5.74% 0.00%
Return on assets 5.51% (5.11%) 0.00%
Return on invested capital 7.82% 0.00% 0.00%

Growth

Metric DASH W Internet Retail median
Revenue growth (TTM) 35.03% 7.89% 10.82%
EPS growth (last fiscal year) 634.48% 39.15% 19.82%
Revenue growth, 5-year CAGR 36.58% (2.51%) 10.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DASH W Internet Retail median
Debt to equity 0.25 (0.92) 0.12
Current ratio 1.46 0.67 1.52
Net debt to EBITDA (1.97) 5.11 (0.66)

Dividend

Metric DASH W Internet Retail median
Dividend yield — — 1.66%
Payout ratio — — 0.27

Size

Metric DASH W Internet Retail median
Market cap 78.45b 15.53b 566.40m

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