WallStSmart

CarGurus (CARG)vsDoorDash, Inc. Class A Common Stock (DASH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DoorDash, Inc. Class A Common Stock generates 1412% more annual revenue ($13.72B vs $906.98M). CARG leads profitability with a 17.2% profit margin vs 6.8%. CARG appears more attractively valued with a PEG of 1.10. CARG earns a higher WallStSmart Score of 67/100 (B-).

CARG

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 9.5Value: 7.3Quality: 7.8
Piotroski: 6/9Altman Z: 4.17

DASH

Buy

59

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 4.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARGUndervalued (+30.4%)

Margin of Safety

+30.4%

Fair Value

$39.51

Current Price

$36.67

$2.84 discount

UndervaluedFair: $39.51Overvalued
DASHUndervalued (+3.0%)

Margin of Safety

+3.0%

Fair Value

$180.89

Current Price

$168.65

$12.24 discount

UndervaluedFair: $180.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARG3 strengths · Avg: 9.3/10
Return on EquityProfitability
43.0%10/10

Every $100 of equity generates 43 in profit

Altman Z-ScoreHealth
4.1710/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

DASH3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
37.7%10/10

Revenue surging 37.7% year-over-year

Market CapQuality
$73.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.7%8/10

Earnings expanding 47.7% YoY

Areas to Watch

CARG1 concerns · Avg: 4.0/10
Price/BookValuation
9.3x4/10

Trading at 9.3x book value

DASH4 concerns · Avg: 3.3/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

P/E RatioValuation
79.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CARG

The strongest argument for CARG centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.2% and operating margin at 28.7%. PEG of 1.10 suggests the stock is reasonably priced for its 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 : CARG

The primary concerns for CARG are Price/Book.

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

CARG profiles as a mature 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

CARG scores higher overall (67/100 vs 59/100), backed by strong 17.2% margins. Both earn "Strong 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.

CarGurus

CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA

CarGurus, Inc. operates an online automotive marketplace that connects buyers and sellers of new and used cars in the United States and internationally. The company is headquartered in Cambridge, Massachusetts.

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.

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