DASH
DoorDash, Inc.
DASH has the edge over GOOGL overall, supported by stronger valuation and stronger modeled upside.
GOOGL
Alphabet Inc.
GOOGL trails on the overall score without a compensating advantage in the available component scores.
DASH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
DASH's revenue, profitability, cash flow and balance sheet are all currently healthy.
GOOGL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Under pressure | |
| Healthy |
GOOGL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
DASH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 41x | $173 | — |
| Current | 71x | $173 | — |
| Cheap | 82x | $199 | +15% |
| Fair | 111x | $270 | +56% |
| Expensive | 304x | $738 | +327% |
Historical ranges are pointers, not guarantees.
DASH has the edge over GOOGL in the historical PE scenario, which offers more potential upside but is not a forecast.
GOOGL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 16x | $299 | — |
| Cheap | 20x | $378 | +27% |
| Forward | 22x | $299 | — |
| Fair | 26x | $497 | +66% |
| Expensive | 31x | $586 | +96% |
Historical ranges are pointers, not guarantees.
GOOGL's PE is in its cheap range at 16x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 22x.
DASH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
DASH has the edge over GOOGL on the outlook, with more favorable valuation and profitability expectations.
GOOGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for GOOGL, but weaker profitability.
DASH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.26 | +75% |
| Q3 2026 | $2.43 | +22% |
| Q2 2026 | $1.92 | +5.5% |
| Q1 2026 | $2.11 | +167% |
| Q4 2025 | $2.13 | +634% |
| Q3 2025 | $1.99 | +$2.43 |
| Q2 2025 | $1.82 | +$2.83 |
| Q1 2025 | $0.79 | +$1.86 |
| Q4 2024 | $0.29 | +$1.71 |
DASH's earnings per share have climbed steadily: $2.43 over the past year, up 22% from the year before, and higher year over year for 12 quarters in a row.
GOOGL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.89 | -28% |
| Q3 2026 | $19.16 | +89% |
| Q2 2026 | $19.91 | +112% |
| Q1 2026 | $13.11 | +46% |
| Q4 2025 | $10.81 | +34% |
| Q3 2025 | $10.13 | +34% |
| Q2 2025 | $9.38 | +35% |
| Q1 2025 | $8.96 | +37% |
| Q4 2024 | $8.04 | +39% |
GOOGL's earnings per share have climbed steadily: $19.16 over the past year, up 89% from the year before, and higher year over year for 13 quarters in a row. Its recent earnings include one-off gains.
DASH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.6B | +34% |
| Q2 2026 | $4.5B | +36% |
| Q1 2026 | $4B | +33% |
| Q4 2025 | $4B | +38% |
| Q3 2025 | $3.4B | +27% |
| Q2 2025 | $3.3B | +25% |
| Q1 2025 | $3B | +21% |
| Q4 2024 | $2.9B | +25% |
DASH has the edge over GOOGL on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.6% | +2.1 points |
| Q2 2026 | 3.5% | -1.5 points |
| Q1 2026 | 3.7% | -1.4 points |
| Q4 2025 | 3.7% | -0.4 points |
| Q3 2025 | 7.5% | +3.5 points |
| Q2 2025 | 5% | +13 points |
| Q1 2025 | 5.1% | +7.5 points |
| Q4 2024 | 4.1% | +7.9 points |
DASH's operating margin was 9.6% last quarter, up 2.1 points from the same quarter a year ago, near the top of its range since 2019.
GOOGL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $127.6B | +25% |
| Q2 2026 | $119.8B | +24% |
| Q1 2026 | $109.9B | +22% |
| Q4 2025 | $113.8B | +18% |
| Q3 2025 | $102.3B | +16% |
| Q2 2025 | $96.4B | +14% |
| Q1 2025 | $90.2B | +12% |
| Q4 2024 | $96.5B | +12% |
GOOGL's revenue has grown year over year every quarter since late 2020: $128B last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +1.3 points |
| Q2 2026 | 34% | +1.6 points |
| Q1 2026 | 36% | +2.2 points |
| Q4 2025 | 32% | -0.5 points |
| Q3 2025 | 31% | -1.8 points |
| Q2 2025 | 32% | +0.1 points |
| Q1 2025 | 34% | +2.3 points |
| Q4 2024 | 32% | +4.6 points |
GOOGL has the edge over DASH on profitability, with a higher operating margin.
DASH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $904M | +12% |
| Q2 2026 | $883M | +102% |
| Q1 2026 | $537M | -4.3% |
| Q4 2025 | $367M | -24% |
| Q3 2025 | $808M | +62% |
| Q2 2025 | $438M | -14% |
| Q1 2025 | $561M | +4.7% |
| Q4 2024 | $486M | +6.6% |
DASH has the edge over GOOGL on cash flow, with more consistent year-over-year improvement.
GOOGL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.1B | -137% |
| Q2 2026 | -$5.9B | -210% |
| Q1 2026 | $10.1B | -47% |
| Q4 2025 | $24.6B | -1.2% |
| Q3 2025 | $24.5B | +39% |
| Q2 2025 | $5.3B | -61% |
| Q1 2025 | $19B | +13% |
| Q4 2024 | $24.8B | +215% |
GOOGL usually generates cash, though not every quarter: the latest was −$9.1B, but it generated $19.7B over the past year.
DASH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +969K shares |
| 1 year | -0.3% | -1.5M shares |
| 3 years | +12% | +47.1M shares |
| 5 years | +29% | +100M shares |
| Available history | +904% | +396M shares |
DASH has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $887M |
| Q1 2026 | $162M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $217M |
| Q2 2024 | $7M |
DASH spent $1B buying back its own shares over the past year.
GOOGL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +59M shares |
| 1 year | +1.4% | +165M shares |
| 3 years | -1.2% | -148M shares |
| 5 years | -6.8% | -907M shares |
| Available history | -10% | -1.4B shares |
GOOGL has 12.4B diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $5.5B |
| Q3 2025 | $11.5B |
| Q2 2025 | $13.6B |
| Q1 2025 | $15.1B |
| Q4 2024 | $15.6B |
GOOGL spent $5.5B buying back its own shares over the past year, down 90% from the year before.
DASH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | -1.1x | Net Cash |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -6.0x | Net Cash |
| Q4 2024 | -7.7x | Net Cash |
DASH has the edge over GOOGL on leverage, with a lower net debt burden relative to earnings.
GOOGL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
GOOGL's net debt is less than a year of its operating earnings (EBITDA).
DASH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.9 | Neutral |
| Stochastic | 17.8 | Oversold |
DASH's weekly RSI is 42 (neutral) and its Stochastic is 18 (oversold).
GOOGL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 11.7 | Oversold |
GOOGL's weekly RSI is 40 (neutral) and its Stochastic is 12 (oversold).
DASH PE vs Communication Services Sector
| Metric | DASH | Sector median | Relative |
|---|---|---|---|
| PE | 71x | 16x | 331% above |
| PE % | 1 | 28 | 27 pts below |
DASH is trading at 71x earnings, a 331% premium to the Communication Services sector's median of 16x.
GOOGL PE vs Communication Services Sector
| Metric | GOOGL | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | 6% below |
| PE % | 1 | 26 | 25 pts below |
GOOGL has the edge over DASH on valuation relative to its sector.
DASH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $184.9 | 6.6% below |
| 20 week MA | $195.8 | 12% below |
| 50 week MA | $187.6 | 8% below |
| 100 week MA | $201.3 | 14% below |
| 200 week MA | $151.8 | 14% above |
DASH has fallen below most of its moving averages, though it's still 14% above its 200-week average.
GOOGL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $320.4 | 6.8% below |
| 20 week MA | $336.1 | 11% below |
| 50 week MA | $334.5 | 11% below |
| 100 week MA | $267.8 | 12% above |
| 200 week MA | $204.7 | 46% above |
GOOGL has the edge over DASH on trend strength, trading above more of its moving averages.
DASH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $175.0 | $158.5 | -9.5% |
| 2021 | $158.5 | $153.7 | -3% |
| 2022 | $153.7 | $50.7 | -67% |
| 2023 | $50.7 | $98.9 | +95% |
| 2024 | $98.9 | $169.3 | +71% |
| 2025 | $169.3 | $234.0 | +38% |
| 2026 YTD | $234.0 | $172.6 | -26% |
DASH has finished lower in three of the last six years. It's down 26% so far in 2026.
GOOGL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $67.7 | $86.7 | +28% |
| 2021 | $86.7 | $146.9 | +69% |
| 2022 | $146.9 | $89.2 | -39% |
| 2023 | $89.2 | $139.7 | +57% |
| 2024 | $139.7 | $192.8 | +38% |
| 2025 | $192.8 | $313.5 | +63% |
| 2026 YTD | $313.5 | $298.7 | -4.7% |
GOOGL has the edge over DASH on returns for 2026, with the stronger performance.