DASH vs. AMZN: Which Delivery Giant Stock Has the Edge Right Now?

Core Insights - DoorDash (DASH) and Amazon (AMZN) are competing in the on-demand delivery and e-commerce sectors, focusing on food, grocery, and same-day delivery services [1][2] - The global same-day delivery market is projected to grow from $32.44 billion in 2025 to $54.80 billion by 2030, with a CAGR of 11.45% [2] DoorDash (DASH) Overview - DoorDash is expanding its partner base for express grocery delivery, enhancing its position in the on-demand delivery market [3] - In May 2025, DoorDash added nearly 260 grocery stores to its app, resulting in a 20% year-over-year increase in total orders to 761 million and a 23% increase in Marketplace Gross Order Value (GOV) to $24.2 billion [4][10] - Year-to-date, DASH shares have surged 46.5%, significantly outperforming AMZN's 4.5% gain, attributed to strong order growth and rising Marketplace GOV [10][11] Amazon (AMZN) Overview - Amazon's Prime membership is central to its delivery ecosystem, achieving a global speed record with 30% more items delivered same day or next day compared to the previous year [5][10] - Amazon's grocery initiatives include the Perishables Pilot program, which has seen 75% of customers as first-time shoppers for perishables, with 20% returning multiple times within their first month [7] - Amazon is expanding its grocery delivery to over 1,000 cities, with plans to reach over 2,300 by year-end 2025 [8] Financial Performance and Valuation - The Zacks Consensus Estimate for DASH's full-year 2025 earnings is $2.39 per share, reflecting a 724.14% year-over-year increase, while AMZN's estimate is $6.73 per share, indicating a 21.70% increase [17] - DASH's earnings have surpassed estimates in three of the last four quarters, with an average surprise of 35.69%, compared to AMZN's consistent earnings beats with an average surprise of 22.98% [18] - Both DASH and AMZN shares are currently considered overvalued, with DASH trading at a forward Price/Sales ratio of 7.05X, higher than AMZN's 3.24X [15] Conclusion - The e-commerce and delivery market is booming, with DASH showing greater upside potential due to strong order growth and rapid grocery delivery expansion compared to AMZN [19]