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DASH vs MELI
DASH vs MELI Stock Comparison: Earnings Recap + DoorDash Q4 Strength Amid Mixed Results
Key Takeaways
- DoorDash reported Q4 2025 revenue of $4.0 billion, up 38% year-over-year, with Marketplace GOV reaching $29.7 billion, up 39%.
- DoorDash GAAP EPS of $0.48 missed estimates of ~$0.58 but showed 51% net income growth to $213 million; Adjusted EBITDA hit $780 million, up 38%.
- MercadoLibre's Q4 2025 earnings are scheduled for February 24, with consensus expecting $8.52 billion in revenue (up ~40%) and EPS of $11.77.
- DoorDash full-year 2025 revenue grew to $13.7 billion; strong growth in grocery/retail and international segments via Deliveroo acquisition.
- MELI's Q3 2025 revenue was $7.41 billion (up 39%), EPS $8.32 (missed estimates); continues 27th straight quarter over 30% revenue growth.
- DASH market cap ~$75B, MELI ~$102B; both show robust growth but DASH faces higher U.S. competition risks.
Earnings Context and Why This Comparison Matters
DoorDash and MercadoLibre operate in high-growth digital commerce spaces—DASH in on-demand delivery across food, grocery, and retail primarily in North America and Europe, while MELI dominates e-commerce and fintech in Latin America. Recent earnings from DASH provide a fresh look at delivery marketplace dynamics, contrasting with MELI's upcoming results amid regional economic volatility. This comparison highlights growth trajectories, profitability paths, and expansion strategies in fragmented markets, aiding investors tracking scalable platforms amid shifting consumer behaviors.
DoorDash Focus
DoorDash released Q4 and full-year 2025 results on February 18, posting Marketplace GOV of $29.7 billion, up 39% year-over-year, driven by 903 million total orders (up 32%). Revenue climbed 38% to $4.0 billion, reflecting strength in U.S. restaurant acceleration and grocery/retail categories where over 30% of MAUs engaged. GAAP net income rose 51% to $213 million, yielding diluted EPS of $0.48. Adjusted EBITDA expanded 38% to $780 million (2.6% of GOV). Full-year revenue reached $13.7 billion with GAAP net income of $935 million. Executives emphasized investments in AI, autonomous delivery, and global platform integration post-Deliveroo acquisition, projecting Adjusted EBITDA margin expansion in 2026.
MercadoLibre Context
MercadoLibre's Q4 2025 earnings are set for February 24, with analysts forecasting revenue of $8.52 billion (up ~40% YoY) and EPS around $11.77. In Q3 2025, net revenues hit $7.41 billion (up 39%, 27th consecutive >30% quarter), though EPS of $8.32 missed expectations due to logistics/fintech investments and FX headwinds. Total Payment Volume reached $71.2 billion (up 41%). MELI's ecosystem spans commerce (Mercado Shops/Marketplace) and fintech (Mercado Pago), fueling sustained expansion despite Argentina exposure. Full-year 2025 revenue trends project ~$28.65 billion.
Head-to-Head Earnings and Market Comparison
DASH's Q4 revenue growth (38%) trails MELI's projected Q4 pace (~40%), but DASH's order volume surge and 56 million MAUs underscore U.S./Europe density vs. MELI's LatAm breadth. Profitability: DASH's Adjusted EBITDA margin (2.6%) lags MELI's historical teens, though both invest heavily—DASH in category expansion, MELI in logistics/fintech. Growth drivers favor MELI's e-commerce/fintech synergy (TPV up 41%), while DASH counters with international acceleration post-Deliveroo. Risks: DASH faces U.S. competition; MELI navigates currency volatility. Market caps (~$75B DASH vs. ~$102B MELI) reflect MELI's scale, but DASH's unit economics improvement signals momentum.
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Tickeron AI Verdict
Tickeron AI favors MELI with 65% probability over the next quarter, citing superior revenue scale, fintech diversification, and consistent 30%+ growth despite FX risks, over DASH's delivery focus amid competitive pressures—though DASH's recent EBITDA gains and global push warrant monitoring.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DASH is a Hold and MELI is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DASH’s FA Score shows that 0 FA rating(s) are green whileMELI’s FA Score has 1 green FA rating(s).
- DASH’s FA Score: 0 green, 5 red.
- MELI’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DASH’s TA Score shows that 5 TA indicator(s) are bullish while MELI’s TA Score has 5 bullish TA indicator(s).
- DASH’s TA Score: 5 bullish, 5 bearish.
- MELI’s TA Score: 5 bullish, 4 bearish.
Price Growth
DASH (@Internet Retail) experienced а +12.21% price change this week, while MELI (@Internet Retail) price change was +1.56% for the same time period.
The average weekly price growth across all stocks in the @Internet Retail industry was -3.06%. For the same industry, the average monthly price growth was -1.17%, and the average quarterly price growth was -24.42%.
Reported Earning Dates
DASH is expected to report earnings on Jul 30, 2026.
MELI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Internet Retail (-3.06% weekly)The internet retail industry includes companies that sell products and services through the Internet. With more and more consumers using online retailers, the companies have seen a big increase in the use of their services. Some of the companies in the group are focused on selling business-to-business products and services. Others sell business-to-consumer products and services. Internet retailers offer a wide variety of products like books, apparel, and electronics. Some companies even specialize in only one or two categories. One potentially critical factor for players to thrive in this space is the quality and speed of product delivery. This requires an investment in efficient distribution networks. Things like logistics are important factors in the success in the extremely competitive industry. For a company to stay relevant in the industry it must have effective pricing strategies and upgraded websites. The websites must be easy to navigate and engaging for customers. In addition to the revenues generated from straight sales, internet retailers can generate revenue from subscription fees and advertising. Amazon.com, Inc., Alibaba Group, and JD.com are some of the global leaders.
| DASH | MELI | DASH / MELI | |
| Capitalization | 75.6B | 82.9B | 91% |
| EBITDA | 1.63B | 3.79B | 43% |
| Gain YTD | -23.410 | -18.821 | 124% |
| P/E Ratio | 82.21 | 43.16 | 190% |
| Revenue | 14.7B | 31.8B | 46% |
| Total Cash | 5.53B | 5.46B | 101% |
| Total Debt | 3.29B | 12.3B | 27% |
MELI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 82 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 85 | |
SMR RATING 1..100 | 32 | |
PRICE GROWTH RATING 1..100 | 61 | |
P/E GROWTH RATING 1..100 | 78 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| DASH | MELI | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 74% | 5 days ago 78% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 82% |
| Momentum ODDS (%) | 3 days ago 78% | 3 days ago 77% |
| MACD ODDS (%) | 3 days ago 86% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 80% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 67% |
| Advances ODDS (%) | 5 days ago 83% | 5 days ago 70% |
| Declines ODDS (%) | 13 days ago 80% | 16 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 60% | N/A |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 67% |
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MELI and
Correlation & Price change
A.I.dvisor indicates that over the last year, MELI has been loosely correlated with CVNA. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if MELI jumps, then CVNA could also see price increases.
| Ticker / NAME | Correlation To MELI | 1D Price Change % | ||
|---|---|---|---|---|
| MELI | 100% | +0.20% | ||
| CVNA - MELI | 52% Loosely correlated | +5.89% | ||
| DASH - MELI | 45% Loosely correlated | +4.71% | ||
| SE - MELI | 44% Loosely correlated | +0.48% | ||
| GLBE - MELI | 36% Loosely correlated | +2.69% | ||
| JMIA - MELI | 35% Loosely correlated | +2.92% | ||
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