DoorDash vs Uber Technologies (DASH vs UBER)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Uber Technologies is the larger company by revenue ($52.0B vs $13.7B) and market value ($141.1B vs $83.9B). Uber Technologies has grown revenue faster over the last 4 fiscal years (+198.0% cumulative vs +180.6%). Uber Technologies runs the higher operating margin (10.7% vs 5.3%). Uber Technologies trades at the lower trailing P/E (15.2x vs 100.8x).
About DoorDash
DoorDash, Inc. operates online marketplaces including DoorDash, Wolt, and Deliveroo in over 40 countries, connecting merchants, consumers, and delivery contractors known as Dashers. The company provides services that help merchants establish an online presence, manage orders, and fulfill deliveries, while consumers use its apps and websites to order goods locally. DoorDash also offers a Commerce Platform with tools for merchants to build and grow their businesses, and it provides flexible earning opportunities for Dashers who deliver orders.
About Uber Technologies
Uber Technologies, Inc operates a technology platform that connects consumers with independent providers for ridesharing, delivery, and freight services. Its main segments include Mobility, which offers various transportation options; Delivery, which facilitates meal, grocery, and retail item orders; and Freight, which provides logistics and shipment booking services. Uber serves consumers, drivers, merchants, shippers, and carriers across more than 70 countries worldwide.
Head to head (DASH FY2025 vs UBER FY2025)
| Metric | DASHFY2025 | UBERFY2025 |
|---|---|---|
| Revenue | $13.72B | $52.02B |
| Revenue growth (YoY) | 27.9% | 18.3% |
| Gross margin | — | — |
| Operating margin | 5.3% | 10.7% |
| Net margin | 6.8% | 19.3% |
| Net income | $935.0M | $10.05B |
| Diluted EPS | $2.13 | $4.73 |
| FCF margin | 15.8% | 18.8% |
| ROE | 9.3% | 36.0% |
| Long-term debt / equity | — | 0.38× |
| Market cap | $83.90B | $141.10B |
| P/E | 100.8× | 15.2× |
Fundamentals are from each company’s SEC filings (DASH FY2025, UBER FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| DASH | $4.89B | $6.58B | $8.63B | $10.72B | $13.72B |
| UBER | $17.45B | $31.88B | $37.28B | $43.98B | $52.02B |
Peer standing
Where each company ranks among the 684 Industrials companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | DASH | UBER |
|---|---|---|
| Operating margin | 5.3%50th percentile of 605 | 10.7%68th percentile of 605 |
| Net margin | 6.8%65th percentile of 644 | 19.3%93rd percentile of 644 |
| FCF margin | 15.8%87th percentile of 561 | 18.8%91st percentile of 561 |
| Revenue growth (YoY) | +27.9%88th percentile of 668 | +18.3%80th percentile of 668 |
| ROE | 9.3%57th percentile of 600 | 36.0%94th percentile of 600 |
| P/E | 100.8×95th percentile of 435 | 15.2×25th percentile of 435 |
| Short interest (days to cover) | 4.83d64th percentile of 676 | 2.33d28th percentile of 676 |
Short interest
| FINRA settlement data | DASH | UBER |
|---|---|---|
| Shares sold short | 16.3M | 45.7M |
| Change vs prior settlement | -10.6% | +1.3% |
| Days to cover | 4.83 | 2.33 |
| As of settlement | 2026-09-15 | 2026-09-15 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | DASH | UBER |
|---|---|---|
| Buys | 0 | 3 ($15.3M) |
| Sells | 82 ($102.3M) | 1 ($2.0M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
9 tracked 13F managers hold both DoorDash and Uber Technologies as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Point72 Asset Management, Soros Fund Management, Tiger Global Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
Track DASH and UBER
Get an alert when either company files something material, see which superinvestors own them, and ask their filings a question with cited answers.
Start monitoring freeIncludes one free filing-grounded research answer. Or check your whole portfolio, no account needed.
Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.