Poll: Is Uber losing the delivery opportunity?

Investment Management Firm
mmUl32

Investment Management Firm

mmUl32
Dec 1, 2021 19 Comments

DoorDash trades at a significant premium to Uber’s Delivery segment (based on implied valuation). Is Uber not expected to capture the delivery opportunity?

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 TOP 19 Comments
  • Airbnb
    zosdj

    Go to company page Airbnb

    zosdj
    DoorDash (and some other gig companies) have a key difference that allows them to save on labor costs: they don’t verify work eligibility. They don’t even require a US ID. Uber does require eligibility to work in the US.
    Dec 1, 2021 4
  • Uber / Eng
    Press F

    Go to company page Uber Eng

     Press F
    I think you nailed the valuation discrepancy on the head. The question is - would you buy in before everyone else catches on?
    Dec 1, 2021 3
  • Intuit
    TRrv02

    Go to company page Intuit

    TRrv02
    Just stating from a consumer perspective: Doordash with doordash pass was really cheap for me. Uber there were so many extra fees that made it costly. Same restaurant same food same time(uber was 50$ and doordash was 28$) . I dont know why. I had doordash pass without which it would have been 33$ but still a massive price difference
    Dec 1, 2021 1
    • New
      xWRY41

      New

      xWRY41
      and yet our financials on Uber Eats are not as good as DoorDash
      Dec 2, 2021
  • Apple
    TzwQ12

    Go to company page Apple

    TzwQ12
    I think both are horrible business models with no brand loyalty or stickiness. Everyone I know just chooses the one that is cheaper. Similar to Uber and Lyft. Stay away from delivery/transport services.
    Dec 1, 2021 0
  • New
    griddle

    New

    BIO
    I'm a dynamic programmer!
     griddle
    DoorDash doesn’t have a ride sharing business, so this isn’t an apples to apples comparison.
    Dec 1, 2021 1
    • Investment Management Firm
      mmUl32

      Investment Management Firm

      mmUl32
      OP
      It is apples to apples if you were to compare the sum of the parts valuation of the two companies. While not an exact science, the approach shows a massive discrepancy (or a justified gap) in valuation of Uber’s delivery segment vs. Door Dash’s market valuation relative to sales. Happy to elaborate via DM
      Dec 1, 2021