DoorDash vs Sea

DoorDash and Sea Limited are compared on this page to illustrate how their business models, financial performance, and market context differ. The content explains concepts in clear, accessible terms to support understanding of strategic positioning without making recommendations. Educational content, not financial advice.

DoorDash and Sea Limited are compared on this page to illustrate how their business models, financial performance, and market context differ. The content explains concepts in clear, accessible terms t...

Comparison Snapshot

Key Financial Metrics

DASH

Metric

SE

$69.11B

Market Cap

$63.19B

75.59%

Potential Profit

79.95%

Buy

Analyst Rating

Buy

Why It's Moving

DoorDash Shares Slide Amid Sector Volatility as Delivery Demand Faces Headwinds

Stock plunged 8.17% on Feb 12 to close at $161.14, down sharply from $185.64 the prior day, highlighting vulnerability to market swings.
Premarket activity showed heightened volatility with lower volumes, as traders positioned for news on spending trends.
Recent price action from $181-$190 range underscores choppy trading in gig economy stocks amid macro uncertainty.

Sentiment:

🌋Volatile

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.

Sentiment:

🐃Bullish

DoorDash Shares Slide Amid Sector Volatility as Delivery Demand Faces Headwinds

Stock plunged 8.17% on Feb 12 to close at $161.14, down sharply from $185.64 the prior day, highlighting vulnerability to market swings.
Premarket activity showed heightened volatility with lower volumes, as traders positioned for news on spending trends.
Recent price action from $181-$190 range underscores choppy trading in gig economy stocks amid macro uncertainty.

Sentiment:

🌋Volatile

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.

Sentiment:

🐃Bullish

Investment Analysis

DoorDash

DASH

Pros

DoorDash is forecast to achieve positive annual earnings in FY24, reversing prior losses and signalling improved profitability.
Sales growth is accelerating, with strong top-line expansion driven by increased market share and new service offerings.
Analyst EPS estimates have trended higher over the past quarter, reflecting growing confidence in DoorDash's earnings trajectory.

Considerations

Recent quarterly results missed expectations, accompanied by weaker-than-expected guidance for future periods.
The company has signalled significantly higher spending in 2026, which could pressure near-term margins.
DoorDash faces intense competition in the food delivery sector, limiting pricing power and increasing customer acquisition costs.

Sea

SE

Pros

Sea Limited's revenue is projected to grow 28% in FY24, with further expansion expected in FY25 across its core segments.
The company's e-commerce platform Shopee maintains market leadership in key Southeast Asian countries, supporting strong GMV growth.
Sea's digital financial services and gaming divisions are resilient, contributing to diversified and recurring revenue streams.

Considerations

Sea Limited trades at a stretched valuation, with a trailing P/E ratio approaching 94x, making robust growth expectations fully priced in.
The stock has high price volatility and recent technical indicators suggest a bearish short-term sentiment.
Profitability improvements are concentrated in certain regions, leaving the business exposed to regulatory and macroeconomic risks in emerging markets.

Related Market Insights

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July 26, 2025

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Related Market Insights

The Convenience Revolution: How These Companies Made Life Effortlessly Simple

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About The Companies

DoorDash (DASH)

DoorDash (DASH) operates a digital marketplace connecting consumers, restaurants and couriers for on‑demand delivery of food, groceries and convenience items. Revenues come from consumer fees, merchant commissions, delivery charges and growing advertising and subscription services (DashPass). The company benefits from scale, data‑driven routing and investments in last‑mile logistics, which can improve unit economics as order volume rises. Key growth drivers include continued consumer adoption of delivery, expanded grocery and convenience fulfilment, and monetisation of merchant advertising. Investors should weigh these opportunities against intense competition (Uber Eats, Grubhub), margin sensitivity, and regulatory risk — notably labour laws affecting gig workers and driver pay. With a market capitalisation of roughly $111.9bn, valuation already reflects substantial future growth, which can amplify both gains and losses. This is general educational information, not financial advice. Consider your risk tolerance and investment horizon; shares may not be suitable for every investor and returns are not guaranteed.

Sea (SE)

Sea Limited (NYSE: SE) is a Singapore-headquartered digital-services group operating three main businesses: Garena (digital entertainment and gaming), Shopee (e-commerce) and SeaMoney (digital payments and financial services). With a market capitalisation of approximately $97.45B, Sea offers exposure to rapidly growing internet economies across Southeast Asia, Taiwan and Latin America. Investors should know the company has prioritised user growth and market share, often reinvesting revenue into expansion and technology. That strategy can support scale benefits and higher long-term monetisation, but it has also led to variable profitability at the consolidated level. Key opportunities include rising online commerce, mobile gaming monetisation and fintech adoption; key risks include intense local competition, regulatory changes, macroeconomic and currency sensitivity, and execution challenges in new markets. This summary is educational only and not personalised investment advice — investors should review the latest financials, consider their own goals and risk tolerance, and seek professional advice if needed.

DoorDash (DASH) Next Earnings Date

DoorDash (DASH) is scheduled to report its next earnings on Wednesday, February 18, 2026, after market close, covering the Q4 2025 period. An earnings conference call will follow at 5:00 PM ET. This aligns with the company's official announcement and consensus from multiple analyst sources.

Sea (SE) Next Earnings Date

Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.

DoorDash (DASH) Next Earnings Date

DoorDash (DASH) is scheduled to report its next earnings on Wednesday, February 18, 2026, after market close, covering the Q4 2025 period. An earnings conference call will follow at 5:00 PM ET. This aligns with the company's official announcement and consensus from multiple analyst sources.

Sea (SE) Next Earnings Date

Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.

Which Baskets Do They Appear In?

Weaponized Convenience

These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Weaponized Convenience

These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

DoorDash Shares Slide Amid Sector Volatility as Delivery Demand Faces Headwinds

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

DoorDash Shares Slide Amid Sector Volatility as Delivery Demand Faces Headwinds

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment