DASH vs UBER

Key Takeaways

• DoorDash reported Q4 2025 revenue of $3.96 billion, up 38% year-over-year, with Marketplace GOV up 39% to $29.7 billion and total orders reaching 903 million, up 32%.
• DoorDash's adjusted EPS of $0.48 missed estimates of $0.58, but Adjusted EBITDA hit $780 million, up 38% year-over-year.
• Uber Technologies posted Q4 2025 revenue of $14.4 billion, up 20% year-over-year, with gross bookings at $54.1 billion (up 22%) and trips up 22% to 3.8 billion.
• Uber's adjusted EPS of $0.71 missed estimates of $0.79, though Adjusted EBITDA rose 35% to $2.5 billion; full-year 2025 revenue reached $52.0 billion.
• DoorDash shows faster revenue growth driven by international expansion and non-restaurant categories, while Uber demonstrates superior scale and profitability with higher absolute EBITDA.
• Both companies guide for continued growth in 2026, with DoorDash targeting slight Adjusted EBITDA margin expansion and Uber projecting 17-21% gross bookings growth in Q1.

Earnings Context and Why This Comparison Matters

DoorDash and Uber Technologies operate in the competitive on-demand delivery and mobility sectors, where DoorDash focuses primarily on food, grocery, and retail delivery, while Uber blends ride-hailing with delivery via Uber Eats. Recent Q4 2025 earnings highlight their divergent paths: DoorDash's aggressive expansion into Europe via Deliveroo and non-restaurant verticals fuels hyper-growth, contrasting Uber's emphasis on platform scale, cash flow generation, and autonomous vehicle partnerships. This comparison matters as investors weigh DoorDash's high-growth trajectory against Uber's established profitability and diversified revenue streams in a maturing market.

DoorDash Focus

DoorDash released its Q4 and full-year 2025 results on February 18, 2026, revealing robust top-line expansion despite an earnings miss. Revenue climbed 38% year-over-year to $3.96 billion, slightly below the $3.99 billion consensus, while Marketplace Gross Order Value (GOV) surged 39% to $29.7 billion on 903 million orders, up 32%. Adjusted EBITDA reached $780 million, a 38% increase, with GAAP net income at $213 million or $0.48 per share, missing the $0.58 estimate. Key drivers included accelerated U.S. restaurant GOV growth—the strongest in 15 quarters—record consumer adoption in grocery and retail (over 30% of U.S. MAUs engaged), and European momentum post-Deliveroo acquisition, contributing over $45 million to EBITDA. For Q1 2026, DoorDash guides Marketplace GOV to $31.0-$31.8 billion and Adjusted EBITDA to $675-$775 million, with full-year EBITDA margins expected to expand slightly excluding Deliveroo, which adds ~$200 million.

Uber Technologies Context

Uber reported Q4 and full-year 2025 results on February 4, 2026, with revenue of $14.4 billion up 20% year-over-year (19% constant currency), beating estimates, alongside gross bookings of $54.1 billion (up 22%) and 3.8 billion trips (up 22%). Monthly Active Platform Consumers (MAPCs) grew 18% to 202 million. Adjusted EBITDA expanded 35% to $2.5 billion, but adjusted EPS of $0.71 trailed the $0.79 consensus due to equity investment headwinds. Full-year revenue hit $52.0 billion (up 18%), with record $9.8 billion free cash flow. Mobility bookings rose 20%, Delivery 26%. Q1 2026 guidance calls for $52.0-$53.5 billion gross bookings (17-21% growth) and Adjusted EBITDA of $2.37-$2.47 billion. Uber's scale provides stability, bolstered by AV investments and global partnerships.

Head-to-Head Earnings and Market Comparison

DoorDash outpaces Uber in revenue growth (38% vs. 20% in Q4), driven by orders and GOV acceleration, but trails in profitability scale—Uber's Adjusted EBITDA is over 3x larger at $2.5 billion vs. $780 million. DoorDash's net revenue margin improved amid grocery unit economics gains, targeting positivity in 2H 2026, while Uber boasts superior cash flow ($2.8 billion quarterly free cash flow) and MAPC engagement. Risks for DoorDash include integration costs and competition; Uber faces regulatory hurdles and softer Delivery margins. Market caps reflect this: Uber ~$151 billion vs. DoorDash ~$71 billion (TTM estimates), with Uber's forward P/E lower at ~15x vs. DoorDash's 80x+. Sentiment favors Uber's stability, but DoorDash's growth positions it for upside in local commerce.

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Tickeron AI Verdict

Tickeron AI currently favors Uber Technologies over DoorDash, citing superior earnings stability, massive scale with $52 billion annual revenue, record cash flows, and diversified growth across mobility and delivery. While DoorDash's 38% revenue surge signals trend strength, its earnings misses and higher valuation introduce volatility; Uber's consistent beats on bookings and EBITDA margins position it probabilistically (65% confidence) for stronger risk-adjusted returns amid economic uncertainty.