Arcos Dorados Holdings Inc (ARCO)vsDoorDash, Inc. Class A Common Stock (DASH)
ARCO
Arcos Dorados Holdings Inc
$6.90
-0.29%
CONSUMER CYCLICAL · Cap: $1.67B
DASH
DoorDash, Inc. Class A Common Stock
$179.00
+5.61%
CONSUMER CYCLICAL · Cap: $81.96B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 219% more annual revenue ($15.89B vs $4.98B). DASH leads profitability with a 5.3% profit margin vs 5.2%. ARCO appears more attractively valued with a PEG of 0.54. ARCO earns a higher WallStSmart Score of 74/100 (B).
ARCO
Strong Buy74
out of 100
Grade: B
DASH
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.1%
Fair Value
$11.69
Current Price
$6.90
$4.79 discount
Margin of Safety
+6.4%
Fair Value
$187.44
Current Price
$179.00
$8.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Earnings expanding 99.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 35.6% year-over-year
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
5.3% margin — thin
Operating margin of 3.9%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARCO
The strongest argument for ARCO centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 35.6% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bear Case : ARCO
The primary concerns for ARCO are Altman Z-Score, Market Cap, Profit Margin. Debt-to-equity of 2.65 is elevated, increasing financial risk.
Bear Case : DASH
The primary concerns for DASH are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 99.5x leaves little room for execution misses.
Key Dynamics to Monitor
ARCO profiles as a value stock while DASH is a hypergrowth 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 35.6% — sustainability is the question.
DASH generates stronger free cash flow (888M), providing more financial flexibility.
Bottom Line
ARCO scores higher overall (74/100 vs 48/100) and 14.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arcos Dorados Holdings Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Arcos Dorados Holdings Inc. is a McDonald's restaurant franchise. The company is headquartered in Montevideo, Uruguay.
Visit Website →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 →Compare with Other RESTAURANTS Stocks
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