ADT vs DoorDash
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KIRA’s take AI analyst
I put ADT and DoorDash side by side, using each one’s latest annual report. Here is what stands out:
- DoorDash is the larger business, with $13.7B of revenue in fiscal 2025 against $5.1B for ADT, about 2.7 times as much.
- DoorDash grew revenue faster (27.9%, against 4.7%).
- ADT kept more of each dollar of sales as operating profit (25.5% operating margin, against 5.3%).
- ADT turned more of its sales into free cash flow (33.3% FCF margin, against 15.9%).
- DoorDash earned a higher return on the capital invested in it (14.8%, against 8.2%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
ADT
ADT
4/8
Operating marginNet marginFCF marginReturn on equity
DoorDash
DASH
4/8
Revenue growth5-year growthReturn on capitalNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | ADT FY25 | DASH FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $74.0B |
| Revenue | $5.1B | $13.7B |
| Free cash flow | $1.7B | $2.2B |
| Net income | $596M | $935M |
| Growth | ||
| Revenue growth | 4.7% | 27.9% |
| 5-year growth | −0.7% | 36.6% |
| Share count change | — | 2.2% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 25.5% | 5.3% |
| Net margin | 11.6% | 6.8% |
| FCF margin | 33.3% | 15.9% |
| Return on capital | 8.2% | 14.8% |
| Return on equity | 15.7% | 10.5% |
| Balance sheet | ||
| Net debt | $7.8B | −$2.8B |
| Net debt / EBITDA | 2.9x | −1.9x |
| Dividends and buybacks | $794M | $0.0M |
| Valuation & quality | ||
| P/E | — | 88.2x |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.