Atmus Filtration Technologies Inc. (ATMU)vsDoorDash, Inc. Class A Common Stock (DASH)
ATMU
Atmus Filtration Technologies Inc.
$60.49
-1.37%
CONSUMER CYCLICAL · Cap: $4.94B
DASH
DoorDash, Inc. Class A Common Stock
$168.65
-0.40%
CONSUMER CYCLICAL · Cap: $73.49B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 677% more annual revenue ($13.72B vs $1.76B). ATMU leads profitability with a 11.8% profit margin vs 6.8%. ATMU trades at a lower P/E of 24.2x. DASH earns a higher WallStSmart Score of 59/100 (C).
ATMU
Buy55
out of 100
Grade: C-
DASH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATMU.
Margin of Safety
+3.0%
Fair Value
$180.89
Current Price
$168.65
$12.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 69 in profit
Safe zone — low bankruptcy risk
Earnings expanding 21.0% YoY
Revenue surging 37.7% year-over-year
Large-cap with strong market position
Earnings expanding 47.7% YoY
Areas to Watch
Trading at 13.0x book value
Elevated debt levels
Expensive relative to growth rate
Grey zone — moderate risk
6.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATMU
The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, EPS Growth.
Bull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum.
Bear Case : ATMU
The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Bear Case : DASH
The primary concerns for DASH are PEG Ratio, Altman Z-Score, Profit Margin. A P/E of 79.5x leaves little room for execution misses.
Key Dynamics to Monitor
ATMU profiles as a value stock while DASH is a hypergrowth play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.93 — expect wider price swings.
DASH is growing revenue faster at 37.7% — sustainability is the question.
DASH generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
DASH scores higher overall (59/100 vs 55/100) and 37.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Atmus Filtration Technologies Inc.
CONSUMER CYCLICAL · AUTO PARTS · USA
Atmus Filtration Technologies Inc. is a prominent innovator in advanced filtration solutions, primarily serving the transportation and industrial sectors. The company specializes in the design and manufacturing of high-performance filtration products that not only improve engine efficiency but also contribute to significant reductions in emissions, aligning with the increasing demand for sustainable technologies. Leveraging a robust portfolio of intellectual property and strong engineering expertise, Atmus is well-positioned to exploit emerging trends in cleaner energy solutions. With a steadfast commitment to quality and customer satisfaction, the company is primed for continued global expansion and enhancement of shareholder value.
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 AUTO PARTS Stocks
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