ADT vs DoorDash
DoorDash is the larger business, with $13.72bn of revenue in fiscal 2025 against $5.13bn for ADT (2.7 times as much). DoorDash grew faster (27.9% against 4.7%). ADT kept more of each dollar of sales as profit: a net margin of 11.6% against 6.8%. DoorDash carries less debt relative to equity (27.2% against 206.4%).
| Latest fiscal year | ADTADT, 2025 | DoorDashDASH, 2025 |
|---|---|---|
| Revenue | $5.13bn | $13.72bn |
| Revenue growth | 4.7% | 27.9% |
| Net income | $596m | $935m |
| Operating margin | 25.5% | 5.3% |
| Net margin | 11.6% | 6.8% |
| Return on equity | 15.7% | 10.5% |
| Free cash flow | $1.71bn | $2.17bn |
| Cash | $80.8m | $4.38bn |
| Total debt | $7.80bn | $2.72bn |
| Debt to equity | 206.4% | 27.2% |
| Dividend per share | — | — |
| Dividend yield | 2.7% | — |
| Share buybacks | $607m | $0 |
| Employees | — | 31,400 |
| Market value | $6.67bn | $80.30bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 30 (Weak) | 40 (Weak) |
| Insider trades, 12 months | 6 buys, 0 sales | 13 buys, 339 sales |