Airbnb vs DoorDash
ABNB and DASH side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ABNB and DASH compare
Airbnb is the larger company, worth 1.4 times as much as DoorDash ($108B against $77.7B).
DoorDash grew revenue faster over the last twelve months (35.0% versus 16.7% for Airbnb).
Airbnb keeps more of each dollar of sales as profit, with a net margin of 23.0% compared with 6.2% at DoorDash.
Airbnb scores higher on the StockData Score (15 against 13 for DoorDash), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ABNB | DASH |
|---|---|---|
| Size and price | ||
| Market cap | $108B | $77.7B |
| Share price | $181.13 | $178.26 |
| Change, 1 year | 50.7% | −12.7% |
| Change, 5 years | −7.8% | −17.2% |
| Beta (5Y) | 1.48 | 1.87 |
| Employees | 8,200 | 31K |
| StockData Score | ||
| Total score | 15 (better) | 13 |
| Valuation score | 2 (better) | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 4 | 4 |
| Health score | 5 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 33.8× | – |
| P/S | 7.8× | 4.6× (better) |
| P/B | 11.6× | 7.3× (better) |
| EV/EBITDA | 31.3× (better) | 35.2× |
| P/FCF | – | 28.9× |
| FCF yield | – | 3.5% |
| Fair value | $143.79 | $71.59 |
| Margin of safety | −26.0% (better) | −149% |
| Growth | ||
| Revenue growth (TTM) | 16.7% | 35.0% (better) |
| Revenue growth, 5Y average | 29.4% | 36.6% (better) |
| Net income growth (TTM) | 21.9% | 23.2% (better) |
| EPS growth (TTM) | 27.6% | – |
| Profitability | ||
| Gross margin | 83.1% (better) | 51.9% |
| Operating margin | 22.5% (better) | 5.3% |
| Net margin | 23.0% (better) | 6.2% |
| FCF margin | – | 15.8% |
| Return on equity | 35.8% (better) | 10.5% |
| Return on invested capital | – | 17.2% |
| Financial health | ||
| Debt / equity | 0.25 (better) | 0.00 |
| Net debt / EBITDA | −3.26 | – |
| Current ratio | 1.73 (better) | 1.46 |
| Altman Z-score | 5.44 | 5.57 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 3.6% (better) | 1.3% |
| Shareholder yield | 3.6% (better) | 1.3% |
| Ownership | ||
| Held by institutions | 60.5% | 88.1% |
| Held by insiders | 28.1% | 11.4% |
| Insider net buying, 12 months | −$1.1B | −$235M (better) |
| Superinvestors holding | 4 | 5 (better) |
| Short interest, % of float | 3.0% | 4.0% |
Go deeper
- ABNB stock overview
- ABNB income statement
- ABNB valuation and score
- DASH stock overview
- DASH income statement
- DASH valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.