DoorDash vs LKQ
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KIRAβs take AI analyst
I put DoorDash and LKQ side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β1.2%).
- 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 DoorDashβs earnings: a P/E of 88.2x against 9.7x for LKQ.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
DoorDash
DASH
5/7
Revenue growth5-year growthNet marginFCF marginReturn on equity
LKQ
LKQ
2/7
Operating marginShare count change
Side by side
Best in the row
| Latest fiscal year | DASH FY25 | LKQ FY25 |
|---|---|---|
| Size | ||
| Market cap | $74.0B | $4.4B |
| Revenue | $13.7B | $13.7B |
| Free cash flow | $2.2B | $847M |
| Net income | $935M | $608M |
| Growth | ||
| Revenue growth | 27.9% | β1.2% |
| 5-year growth | 36.6% | 3.3% |
| Share count change | 2.2% | β2.3% |
| Profitability | ||
| Gross margin | β | 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% | β |
| Return on equity | 10.5% | 9.7% |
| Balance sheet | ||
| Net debt | β$2.8B | β |
| Net debt / EBITDA | β1.9x | β |
| Dividends and buybacks | $0.0M | $469M |
| Valuation & quality | ||
| P/E | 88.2x | 9.7x |
| Piotroski F-score | 5 | β |
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.