COMP <GO>
DASH vs MELI // RETURN ON INVESTED CAPITAL (ROIC)
DoorDash Inc. (NASDAQ) VS. MercadoLibre Inc. (NASDAQ) • 15-METRIC TALLY: DASH 3
— MELI 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MELI
LAST: $178.99 (-0.01%) • MKT CAP: $77.56B
roic
5.90%
LAST: $1,624.53 (-2.14%) • MKT CAP: $84.16B
roic
13.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DASH VS. MELI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DASH | MELI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 63.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.90% | 13.90% | -8.00 | MELI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 82.0x | 24.0x | +58.00 | MELI | /valuation <GO> |
| Free Cash Flow Yield | 2.80% | 13.31% | -10.51 | MELI | /fcf-yield <GO> |
| Operating Margin | 5.30% | 15.70% | -10.40 | MELI | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 9.80% | -3.00 | MELI | /net-margins <GO> |
| Revenue Growth (YoY) | 27.90% | 34.30% | -6.40 | MELI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.50 | 2.46 | +3.04 | DASH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | DASH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.7 | 35.7 | +8.00 | DASH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.93 | -0.03 | MELI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 69.7x | 35.4x | +34.30 | MELI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $77.56B | $84.16B | -$6.60B | MELI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DASH REV | MELI REV | DASH GROSS % | MELI GROSS % | DASH FCF | MELI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.72B | $20.34B | — | 63.2% | $2.17B | $11.20B |
| FY 2024 | $10.72B | $15.14B | — | 63.3% | $2.03B | $7.24B |
| FY 2023 | $8.63B | $10.49B | — | — | $1.28B | $4.67B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DASH // BETA 0.90
MELI // BETA 0.93