DoorDash, Inc. Class A Common Stock (DASH)vsOn Holding Ltd (ONON)
DASH
DoorDash, Inc. Class A Common Stock
$168.65
-0.40%
CONSUMER CYCLICAL · Cap: $73.49B
ONON
On Holding Ltd
$35.61
+0.79%
CONSUMER CYCLICAL · Cap: $11.73B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 355% more annual revenue ($13.72B vs $3.01B). DASH leads profitability with a 6.8% profit margin vs 6.8%. ONON appears more attractively valued with a PEG of 0.79. DASH earns a higher WallStSmart Score of 59/100 (C).
DASH
Buy59
out of 100
Grade: C
ONON
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.0%
Fair Value
$180.89
Current Price
$168.65
$12.24 discount
Margin of Safety
-5.2%
Fair Value
$43.04
Current Price
$35.61
$7.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.7% year-over-year
Large-cap with strong market position
Earnings expanding 47.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
6.8% margin — thin
Premium valuation, high expectations priced in
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum.
Bull Case : ONON
The strongest argument for ONON centers on Altman Z-Score, PEG Ratio, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.79 suggests the stock is reasonably priced for its growth.
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.
Bear Case : ONON
The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 45.4x leaves little room for execution misses.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while ONON is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.23 — 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.
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 →On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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