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...
Why It's Moving
DoorDash Stock Climbs to Record Highs Amid Robust Marketplace Growth Despite Recent Dip.
- Q3 revenue jumped 27.3% year-over-year to $3.45 billion, topping estimates and signaling sustained demand in food delivery and consumer engagement.
- Marketplace GOV rose 25% to $25 billion with total orders up 21% to 776 million, highlighting accelerating platform scale and user growth.
- Q4 guidance projects Marketplace GOV of $28.9-$29.5 billion and Adjusted EBITDA of $710-$810 million, reinforcing profitability path.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
DoorDash Stock Climbs to Record Highs Amid Robust Marketplace Growth Despite Recent Dip.
- Q3 revenue jumped 27.3% year-over-year to $3.45 billion, topping estimates and signaling sustained demand in food delivery and consumer engagement.
- Marketplace GOV rose 25% to $25 billion with total orders up 21% to 776 million, highlighting accelerating platform scale and user growth.
- Q4 guidance projects Marketplace GOV of $28.9-$29.5 billion and Adjusted EBITDA of $710-$810 million, reinforcing profitability path.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
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 BasketWhich 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 BasketInvestment 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.
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