DoorDash vs LKQ
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The short version
- DoorDash is the larger business, with $13.7B of revenue in fiscal 2025 against $13.7B for LKQ.
- DoorDash grew revenue faster (27.9%, against −1.2%).
- LKQ kept more of each dollar of sales as operating profit (7.3% operating margin, against 5.3%).
- DoorDash turned more of its sales into free cash flow (15.9% FCF margin, against 6.2%).
- Investors pay more for each dollar of DoorDash’s earnings: a P/E of 93.9x against 9.8x for LKQ.
| Latest fiscal year | DASH · FY25 | LKQ · FY25 |
|---|---|---|
| Size | ||
| Market cap | $78.8B | $4.4B |
| Revenue | $13.7B | $13.7B |
| Free cash flow | $2.2B | $847M |
| Net income | $935M | $608M |
| Growth | ||
| Revenue growth | 27.9% | −1.2% |
| 5-year growth | 36.6% | 3.3% |
| Share count change | 2.2% | −2.3% |
| Profitability | ||
| Gross margin | — | 38.6% |
| Operating margin | 5.3% | 7.3% |
| Net margin | 6.8% | 4.5% |
| FCF margin | 15.9% | 6.2% |
| Return on capital | 14.8% | — |
| Return on equity | 10.5% | 9.7% |
| Balance sheet | ||
| Net debt | −$2.8B | — |
| Net debt / EBITDA | −1.9x | — |
| Dividends and buybacks | $0.0M | $469M |
| Valuation & quality | ||
| P/E | 93.9x | 9.8x |
| Piotroski F-score | 5 | — |
Revenue
FY16
DASH —
LKQ $8.6B
FY17
DASH —
LKQ $9.7B
FY18
DASH $291M
LKQ $11.9B
FY19
DASH $885M
LKQ $12.5B
FY20
DASH $2.9B
LKQ $11.6B
FY21
DASH $4.9B
LKQ $13.1B
FY22
DASH $6.6B
LKQ $12.8B
FY23
DASH $8.6B
LKQ $13.3B
FY24
DASH $10.7B
LKQ $13.8B
FY25
DASH $13.7B
LKQ $13.7B
DASH
LKQ
Operating margin
FY16
DASH —
LKQ 8.9%
FY17
DASH —
LKQ 8.7%
FY18
DASH −72.2%
LKQ 7.4%
FY19
DASH −69.6%
LKQ 7.2%
FY20
DASH −15.1%
LKQ 8.5%
FY21
DASH −9.3%
LKQ 11.3%
FY22
DASH −17.1%
LKQ 12.4%
FY23
DASH −6.7%
LKQ 10.0%
FY24
DASH −0.4%
LKQ 8.3%
FY25
DASH 5.3%
LKQ 7.3%
DASH
LKQ
Free cash flow
FY16
DASH —
LKQ $428M
FY17
DASH —
LKQ $340M
FY18
DASH −$172M
LKQ $461M
FY19
DASH −$545M
LKQ $798M
FY20
DASH $146M
LKQ $1.3B
FY21
DASH $563M
LKQ $1.1B
FY22
DASH $191M
LKQ $1.0B
FY23
DASH $1.6B
LKQ $998M
FY24
DASH $2.0B
LKQ $810M
FY25
DASH $2.2B
LKQ $847M
DASH
LKQ
Return on capital
FY16
DASH —
LKQ —
FY17
DASH —
LKQ —
FY18
DASH —
LKQ —
FY19
DASH —
LKQ —
FY20
DASH —
LKQ —
FY21
DASH —
LKQ —
FY22
DASH −42.9%
LKQ —
FY23
DASH −15.4%
LKQ —
FY24
DASH −1.1%
LKQ —
FY25
DASH 14.8%
LKQ —
DASH
LKQ
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.