DoorDash Inc vs EBay Inc

DoorDash Inc (DASH) is overvalued and EBay Inc (EBAY) is overvalued.

Both trade above our estimate of their intrinsic value. EBAY is the closer of the two: -78%, against -207% for DASH.

Values as of the 22 Sept 2026 close.

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

EBay Inc (EBAY)

Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $61.38; the price of $109.28 is 78% above that value, and 70% of that value comes from beyond year five.

Leak Score 41/100 on 9 of 12 signals

MetricDASHEBAY
VerdictOvervaluedOvervalued
Price$192.21$109.28
Intrinsic value$62.57$61.38
Margin of safety-207%-78%
Leak Score53/100 (7/12)41/100 (9/12)
Market cap$83.3B$48.6B
Revenue growth, 5 years36.6%4.6%
Operating margin5.5%21.4%
Net margin5.3%18.4%
Return on equity8.9%46.4%
Debt to equity0.331.53
P/E100.9x22.6x
Forward P/E40.9x16.2x
P/B8.4x10.4x
Dividend yield1.1%

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