Amazon.com Inc vs DoorDash Inc

Amazon.com Inc (AMZN) is slightly undervalued and DoorDash Inc (DASH) is overvalued.

Against our estimates of intrinsic value, AMZN trades at the wider discount: a margin of safety of +7%, against -207% for DASH.

Values as of the 22 Sept 2026 close.

Amazon.com Inc (AMZN)

Discounting its cash flows at 11.9% (average of 3 methods) values the shares at $273.73; the price of $254.98 is 7% below that value, and 68% of that value comes from beyond year five.

Leak Score 46/100 on 10 of 12 signals

DoorDash Inc (DASH)

Discounting its cash flows at 12.8% (average of 3 methods) values the shares at $62.57; the price of $192.21 is 207% above that value, and 66% of that value comes from beyond year five.

Leak Score 53/100 on 7 of 12 signals

MetricAMZNDASH
VerdictSlightly undervaluedOvervalued
Price$254.98$192.21
Intrinsic value$273.73$62.57
Margin of safety+7%-207%
Leak Score46/100 (10/12)53/100 (7/12)
Market cap$2.75T$83.3B
Revenue growth, 5 years13.2%36.6%
Operating margin12.7%5.5%
Net margin17.4%5.3%
Return on equity30.6%8.9%
Debt to equity0.440.33
P/E20.5x100.9x
Forward P/E24.0x40.9x
P/B5.0x8.4x

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