DoorDash, Inc. Class A Common Stock (DASH)vsUlta Beauty Inc (ULTA)
DASH
DoorDash, Inc. Class A Common Stock
$159.29
+1.65%
CONSUMER CYCLICAL · Cap: $66.99B
ULTA
Ulta Beauty Inc
$515.04
+2.18%
CONSUMER CYCLICAL · Cap: $22.39B
Smart Verdict
WallStSmart Research — data-driven comparison
DoorDash, Inc. Class A Common Stock generates 19% more annual revenue ($14.72B vs $12.39B). ULTA leads profitability with a 9.3% profit margin vs 6.3%. DASH appears more attractively valued with a PEG of 1.68. ULTA earns a higher WallStSmart Score of 57/100 (C).
DASH
Hold47
out of 100
Grade: D+
ULTA
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.0%
Fair Value
$177.22
Current Price
$159.29
$17.93 discount
Margin of Safety
-15.1%
Fair Value
$593.67
Current Price
$515.04
$78.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 44 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
6.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 8.1x book value
Earnings declined 5.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : DASH
The primary concerns for DASH are PEG Ratio, Profit Margin, Piotroski F-Score. A P/E of 72.5x leaves little room for execution misses.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while ULTA is a value play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.87 — expect wider price swings.
DASH is growing revenue faster at 33.1% — sustainability is the question.
ULTA generates stronger free cash flow (907M), providing more financial flexibility.
Bottom Line
ULTA scores higher overall (57/100 vs 47/100) and 11.8% revenue growth. Both earn "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.
Visit Website →Ulta Beauty Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc., is an American chain of beauty stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products.
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