WallStSmart

DoorDash, Inc. Class A Common Stock (DASH)vsRestaurant Brands International Inc (QSR)

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Smart Verdict

WallStSmart Research — data-driven comparison

DoorDash, Inc. Class A Common Stock generates 54% more annual revenue ($14.72B vs $9.59B). QSR leads profitability with a 10.0% profit margin vs 6.3%. QSR appears more attractively valued with a PEG of 1.26. QSR earns a higher WallStSmart Score of 68/100 (B-).

DASH

Hold

43

out of 100

Grade: D

Growth: 7.3Profit: 5.5Value: 2.7Quality: 5.0
Piotroski: 3/9Altman Z: 1.33

QSR

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 6.7Quality: 3.0
Piotroski: 5/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DASHFair Value (-0.3%)

Margin of Safety

-0.3%

Fair Value

$174.90

Current Price

$216.26

$41.36 premium

UndervaluedFair: $174.90Overvalued
QSRUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$94.14

Current Price

$73.89

$20.25 discount

UndervaluedFair: $94.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DASH2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
33.1%10/10

Revenue surging 33.1% year-over-year

Market CapQuality
$88.18B9/10

Large-cap with strong market position

QSR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
100.0%10/10

Earnings expanding 100.0% YoY

Return on EquityProfitability
25.5%9/10

Every $100 of equity generates 26 in profit

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

Areas to Watch

DASH4 concerns · Avg: 3.0/10
Price/BookValuation
9.2x4/10

Trading at 9.2x book value

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.492/10

Expensive relative to growth rate

QSR2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

Debt/EquityHealth
4.191/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : DASH

The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.

Bull Case : QSR

The strongest argument for QSR centers on EPS Growth, Return on Equity, Operating Margin. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bear Case : DASH

The primary concerns for DASH are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 95.5x leaves little room for execution misses.

Bear Case : QSR

The primary concerns for QSR are Altman Z-Score, Debt/Equity. Debt-to-equity of 4.19 is elevated, increasing financial risk.

Key Dynamics to Monitor

DASH profiles as a hypergrowth stock while QSR is a value play — different risk/reward profiles.

DASH carries more volatility with a beta of 1.77 — expect wider price swings.

DASH is growing revenue faster at 33.1% — sustainability is the question.

DASH generates stronger free cash flow (420M), providing more financial flexibility.

Bottom Line

QSR scores higher overall (68/100 vs 43/100). 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.

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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Restaurant Brands International Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.

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