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
BNP Paribas jumps on DoorDash with 'Outperform' rating and $280 target amid steady delivery momentum.
- BNP Paribas initiated coverage on Jan 18 with an 'Outperform' rating and $280 price target, betting on DoorDash's accelerating order volumes and expansion.
- Stock up 68.52% over the past year and 53.89% year-to-date, reflecting strong long-term investor confidence despite a slight monthly dip.
- Cluster of buy ratings from firms like Mizuho ($320 target), Cantor Fitzgerald ($285), and others signals broadening Wall Street optimism on profitability path.
Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.
- Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
- Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
- Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.
BNP Paribas jumps on DoorDash with 'Outperform' rating and $280 target amid steady delivery momentum.
- BNP Paribas initiated coverage on Jan 18 with an 'Outperform' rating and $280 price target, betting on DoorDash's accelerating order volumes and expansion.
- Stock up 68.52% over the past year and 53.89% year-to-date, reflecting strong long-term investor confidence despite a slight monthly dip.
- Cluster of buy ratings from firms like Mizuho ($320 target), Cantor Fitzgerald ($285), and others signals broadening Wall Street optimism on profitability path.
Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.
- Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
- Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
- Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.
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
The Convenience Revolution: How These Companies Made Life Effortlessly Simple
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Aimee Silverwood | Financial Analyst
July 26, 2025
Related Market Insights
The Convenience Revolution: How These Companies Made Life Effortlessly Simple
Explore the Weaponized Convenience Neme on Nemo. Invest in companies like Amazon, Uber, Netflix that transformed daily life with frictionless, habit-forming services.
Aimee Silverwood | Financial Analyst
July 26, 2025
DoorDash (DASH) Next Earnings Date
DoorDash's next earnings release is scheduled for Wednesday, February 18, 2026, after market close. This report will cover the fourth quarter and full year 2025 financial results. Investors should anticipate the conference call details to follow the official announcement.
Sea (SE) Next Earnings Date
Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.
DoorDash (DASH) Next Earnings Date
DoorDash's next earnings release is scheduled for Wednesday, February 18, 2026, after market close. This report will cover the fourth quarter and full year 2025 financial results. Investors should anticipate the conference call details to follow the official announcement.
Sea (SE) Next Earnings Date
Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.
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 BasketBuy DASH or SE in Nemo
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