Over the past six months, UBER returned -1% and DASH returned 22%, as of October 12. Uber says customers who use both ride-hailing and Uber Eats grow 1.5x faster than those who use only one service, while DoorDash is expanding into grocery, retail, advertising and merchant services. In Q2 2026, DoorDash orders rose 27% to 970 million and revenue rose 36% to $4.5 billion, or 24% excluding the Deliveroo acquisition. Uber posted gross bookings above $58 billion and trailing 12-month free cash flow above $10 billion. At 15.92x forward earnings for Uber versus 38.02x for DoorDash, the article notes that Uber's trailing P/E of 15.22x is affected by a roughly $1.6 billion pre-tax revaluation gain, and says Uber has the easier valuation case, while DoorDash must still prove its newer categories can become profitable.
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