COMP <GO>
PDD vs DASH // NET PROFIT MARGIN
PDD Holdings Inc. (NASDAQ) VS. DoorDash Inc. (NASDAQ) • 15-METRIC TALLY: PDD 9
— DASH 3
▲ NET PROFIT MARGIN LEADER: PDD
LAST: $78.61 (-0.84%) • MKT CAP: $112.85B
net-margins
22.70%
LAST: $178.99 (-0.01%) • MKT CAP: $77.56B
net-margins
6.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PDD VS. DASH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PDD | DASH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.60% | 5.90% | +12.70 | PDD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.0x | 82.0x | -75.00 | PDD | /valuation <GO> |
| Free Cash Flow Yield | 11.09% | 2.80% | +8.29 | PDD | /fcf-yield <GO> |
| Operating Margin | 21.60% | 5.30% | +16.30 | PDD | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 22.70% | 6.80% | +15.90 | PDD | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 27.90% | -13.40 | DASH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.57 | 5.50 | -0.93 | DASH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | DASH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 43.7 | +5.20 | PDD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.90 | +0.16 | PDD | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 69.7x | -62.90 | PDD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $112.85B | $77.56B | $35.29B | PDD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PDD REV | DASH REV | PDD GROSS % | DASH GROSS % | PDD FCF | DASH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $61.75B | $13.72B | 56.3% | — | $12.51B | $2.17B |
| FY 2024 | $53.96B | $10.72B | 60.9% | — | $14.28B | $2.03B |
| FY 2023 | $34.88B | $8.63B | — | — | $11.69B | $1.28B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PDD // BETA 1.06
DASH // BETA 0.90