Compare Stocks › DASH vs LLY

DoorDash, Inc. (DASH) vs Eli Lilly and Company (LLY): Which Is the Better Buy in 2026?

As of 2026-11-01, DASH is fairly valued at $179, with a DCF intrinsic value of $194 and a margin of safety of 8%. LLY is fairly valued at $1418, with an intrinsic value of $1710 and a margin of safety of 17%. Of the two, LLY has the wider margin of safety.

DASH

DoorDash, Inc.

$178.99

LLY

Eli Lilly and Company

$1417.54

Rewards

DASH

★Free cash flow has grown at a 343.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
★Each dollar of retained earnings has created $53.76 of earning power — management is an exceptional capital allocator.
★FCF yield of 8.2% is historically attractive — the business generates significant cash relative to its price.

LLY

★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
★Gross margin of 83.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

Risks

DASH

⚠Share count has increased by 11% over the past 4 years, diluting existing shareholders.
⚠Despite buyback spending, shares outstanding increased in 2 out of 3 years — stock-based compensation is offsetting repurchases.
⚠18 insider sales totaling $44.4M with no purchases in the past 3 months — insiders are reducing their exposure.

LLY

⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
⚠Insiders have sold $10.0M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

Learn more →

DASH

LLY

Valuation

$6.37B

Free Cash Flow

$9.34B

8.16%

FCF Yield

0.74%

74.27

Trailing P/E

46.01

22.30

Forward P/E

28.66

Quality & Moat

9.64%

ROIC

40.83%

10.48%

ROE

86.02%

52.66%

Gross Margin

83.63%

0.81

PEG Ratio

1.36

Balance Sheet Safety

Net cash

Net Debt / Equity

1.11

N/A

Interest Coverage

N/A

-1.57

Net Debt / EBITDA

0.96

0.00%

Dividend Yield

0.49%

DASH: 5Ties: 1LLY: 6

DASHLLY

Historical Fundamentals

Learn more →

DASH

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

LLY

$1 Retained Earnings Test

Learn more →

DASH

$158.47

created per $1 retained over 3 years

Exceptional Value Creator

Σ Retained

$500.0M

Δ Market Cap

+$79.24B

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

LLY

$27.49

created per $1 retained over 3 years

Exceptional Value Creator

Σ Retained

$22.34B

Δ Market Cap

+$614.01B

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

Learn more →

DASH

7.6% Margin of Safety

Price is 7.6% below estimated fair value

Current Price: $178.99

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $193.79

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

LLY

17.1% Margin of Safety

Price is 17.1% below estimated fair value

Current Price: $1417.54

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $1709.89

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Reverse DCF — Market-Implied Growth

Learn more →

DASH

What growth rate is the market pricing in at $179?

+24.9%

Market-Implied Owner Earnings Growth

Standard FCF implies +0.5%

LLY

What growth rate is the market pricing in at $1418?

+23.5%

Market-Implied Owner Earnings Growth

Standard FCF implies +34.7%

The market implies +23.5% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +34.7%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

Learn more →

DASH

49/100

Narrow Moat

70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.

LLY

73/100

Wide Moat

70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Forensic Accounting

Learn more →

DASH

-3.24

Unlikely Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

LLY

-1.83

Possible Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Ownership Breakdown

Learn more →

DASH

Insiders 0.6%Institutions 95.9%Retail & Other 3.6%

No. of Institutional Holders1,532

High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

LLY

Insiders 0.2%Institutions 85.5%Retail & Other 14.4%

No. of Institutional Holders5,906

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

Learn more →

DASH

Buys (3M)

Buys (12M)

Total value (12M): $100.28M

KOVAC MILAN

Director

$6,237

@ $155.93 · 2026-03-27

LIN ALFRED

Director

$100.28M

@ $195.07 · 2025-11-26

Open market purchases · includes direct & indirect ownership · excludes option exercises

LLY

Buys (3M)

Buys (12M)

MONTARCE LUCAS E

Chief Financial Officer

$494,627

@ $691.79 · 2025-08-15

ALVAREZ RALPH

Director

$500,473

@ $660.25 · 2025-08-13

VAN NAARDEN JACOB S.

Officer

$647,360

@ $647.36 · 2025-08-13

SULZBERGER GABRIELLE

Director

$75,018

@ $641.18 · 2025-08-12

Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

Learn more →

DASH

Sells (3M)

Sells (12M)

Total value (12M): $182.20M

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$198,315

@ $195.00 · 2026-10-12

YANDELL KEITH

Officer

$400,995

@ $183.69 · 2026-10-01

ADARKAR PRABIR RAJENDRA

President

$1.58M

@ $180.85 · 2026-09-28

YANDELL KEITH

Officer

$438,460

@ $200.76 · 2026-09-17

LEE GORDON S

Officer

$91,480

@ $221.50 · 2026-09-04

XU TONY

Chief Executive Officer

$3.83M

@ $230.00 · 2026-09-01

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$3.67M

@ $228.55 · 2026-09-01

XU TONY

Chief Executive Officer

$7.67M

@ $230.00 · 2026-08-25

ADARKAR PRABIR RAJENDRA

President

$12.81M

@ $231.76 · 2026-08-25

SHERRINGHAM TIA A.

General Counsel

$515,607

@ $227.64 · 2026-08-24

LEE GORDON S

Officer

$489,354

@ $222.03 · 2026-08-24

ADARKAR PRABIR RAJENDRA

President

$3.78M

@ $220.62 · 2026-08-20

SHERRINGHAM TIA A.

General Counsel

$1.70M

@ $220.62 · 2026-08-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$4.30M

@ $220.62 · 2026-08-20

FANG ANDY

Director

$351,013

@ $220.62 · 2026-08-20

LEE GORDON S

Officer

$642,236

@ $220.62 · 2026-08-20

YANDELL KEITH

Officer

$1.76M

@ $220.62 · 2026-08-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$217,302

@ $213.67 · 2026-08-13

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$3.59M

@ $188.04 · 2026-07-08

BROWN SHONA L

Director

$103,049

@ $177.06 · 2026-06-26

ADARKAR PRABIR RAJENDRA

President

$3.38M

@ $155.25 · 2026-05-26

YANDELL KEITH

Officer

$410,576

@ $155.34 · 2026-05-26

SHERRINGHAM TIA A.

General Counsel

$441,047

@ $160.79 · 2026-05-22

LEE GORDON S

Officer

$354,381

@ $160.79 · 2026-05-22

ADARKAR PRABIR RAJENDRA

President

$2.66M

@ $155.59 · 2026-05-20

SHERRINGHAM TIA A.

General Counsel

$1.20M

@ $155.59 · 2026-05-20

TANG WEIRUI STANLEY

Director

$247,696

@ $155.59 · 2026-05-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$3.03M

@ $155.59 · 2026-05-20

FANG ANDY

Director

$181,104

@ $155.59 · 2026-05-20

LEE GORDON S

Officer

$452,761

@ $155.59 · 2026-05-20

YANDELL KEITH

Officer

$657,670

@ $155.59 · 2026-05-20

ADARKAR PRABIR RAJENDRA

President

$1.88M

@ $188.34 · 2026-04-20

BROWN SHONA L

Director

$218,750

@ $175.00 · 2026-04-15

ADARKAR PRABIR RAJENDRA

President

$1.59M

@ $158.97 · 2026-03-23

BROWN SHONA L

Director

$220,762

@ $176.61 · 2026-03-09

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$2.90M

@ $175.16 · 2026-03-02

LEE GORDON S

Officer

$382,861

@ $176.19 · 2026-02-26

YANDELL KEITH

Officer

$693,505

@ $172.60 · 2026-02-25

ADARKAR PRABIR RAJENDRA

President

$4.10M

@ $165.56 · 2026-02-24

SHERRINGHAM TIA A.

General Counsel

$829,652

@ $165.50 · 2026-02-24

ADARKAR PRABIR RAJENDRA

Chief Executive Officer

$2.75M

@ $175.50 · 2026-02-20

SHERRINGHAM TIA A.

General Counsel

$1.46M

@ $175.50 · 2026-02-20

TANG WEIRUI STANLEY

Director

$159,175

@ $175.50 · 2026-02-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$2.71M

@ $175.50 · 2026-02-20

YANDELL KEITH

Officer

$864,844

@ $175.50 · 2026-02-20

FANG ANDY

Director

$159,350

@ $175.50 · 2026-02-20

LEE GORDON S

Officer

$472,611

@ $175.50 · 2026-02-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$177,975

@ $175.00 · 2026-02-18

BROWN SHONA L

Director

$226,600

@ $181.28 · 2026-02-09

STILL ASHLEY

Director

$13,067

@ $207.41 · 2026-02-03

ADARKAR PRABIR RAJENDRA

President

$3.07M

@ $204.59 · 2026-01-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$218,797

@ $215.14 · 2026-01-14

BROWN SHONA L

Director

$277,912

@ $222.33 · 2026-01-09

XU TONY

Chief Executive Officer

$3.83M

@ $230.00 · 2026-01-05

STILL ASHLEY

Director

$14,477

@ $229.79 · 2026-01-02

ADARKAR PRABIR RAJENDRA

President

$7.04M

@ $234.57 · 2025-12-22

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$330,557

@ $231.97 · 2025-12-19

XU TONY

Chief Executive Officer

$3.83M

@ $230.00 · 2025-12-18

XU TONY

Chief Executive Officer

$3.83M

@ $230.00 · 2025-12-09

BROWN SHONA L

Director

$281,238

@ $224.99 · 2025-12-09

STILL ASHLEY

Director

$12,746

@ $205.58 · 2025-12-02

LEE GORDON S

Officer

$441,472

@ $204.48 · 2025-12-01

LEE GORDON S

Officer

$200,000

@ $200.00 · 2025-11-26

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$2.70M

@ $192.47 · 2025-11-25

YANDELL KEITH

Officer

$765,706

@ $192.78 · 2025-11-25

ADARKAR PRABIR RAJENDRA

President

$4.59M

@ $187.36 · 2025-11-24

SHERRINGHAM TIA A.

General Counsel

$831,069

@ $187.35 · 2025-11-24

XU TONY

Chief Executive Officer

$56.54M

@ $196.04 · 2025-11-20

ADARKAR PRABIR RAJENDRA

President

$3.13M

@ $196.04 · 2025-11-20

SHERRINGHAM TIA A.

General Counsel

$1.83M

@ $196.04 · 2025-11-20

TANG WEIRUI STANLEY

Director

$245,637

@ $196.04 · 2025-11-20

INUKONDA RAVI KIRAN REDDY

Chief Financial Officer

$3.19M

@ $196.04 · 2025-11-20

FANG ANDY

Director

$245,441

@ $196.04 · 2025-11-20

LEE GORDON S

Officer

$530,291

@ $196.04 · 2025-11-20

YANDELL KEITH

Officer

$974,917

@ $196.04 · 2025-11-20

BROWN SHONA L

Director

$258,162

@ $206.53 · 2025-11-10

STILL ASHLEY

Director

$15,099

@ $239.67 · 2025-11-04

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

LLY

Sells (3M)

Sells (12M)

Total value (12M): $2.40B

JONSSON PATRIK

Officer

$7.64M

@ $1175.10 · 2026-08-17

ZAKROWSKI DONALD A

Officer

$2.37M

@ $1185.01 · 2026-08-10

YUFFA ILYA

Officer

$2.88M

@ $1150.77 · 2026-06-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$15.75M

@ $995.36 · 2026-05-06

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$322.38M

@ $1103.48 · 2026-01-07

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$1.51M

@ $1085.01 · 2026-01-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$3.90M

@ $1085.04 · 2025-12-29

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$2.85M

@ $1085.17 · 2025-12-24

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$260,409

@ $1085.04 · 2025-12-23

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$161.08M

@ $1095.35 · 2025-11-25

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$17.34M

@ $1109.30 · 2025-11-25

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$152.06M

@ $1068.52 · 2025-11-24

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$111.50M

@ $1058.66 · 2025-11-21

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$39.07M

@ $1051.66 · 2025-11-20

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$176.10M

@ $1051.17 · 2025-11-19

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$62.31M

@ $1034.78 · 2025-11-18

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$10.19M

@ $1030.68 · 2025-11-17

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$183.80M

@ $1030.87 · 2025-11-14

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$48.02M

@ $1030.26 · 2025-11-13

ZAKROWSKI DONALD A

Officer

$1.01M

@ $1010.50 · 2025-11-13

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$308.41M

@ $1011.18 · 2025-11-12

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$279.35M

@ $986.64 · 2025-11-11

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$16.41M

@ $972.52 · 2025-11-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$38.47M

@ $951.56 · 2025-11-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$167.09M

@ $933.26 · 2025-11-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$479,038

@ $910.72 · 2025-11-04

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$266.65M

@ $888.83 · 2025-11-03

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$260.17M

@ $863.35 · 2025-10-31

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$3.16M

@ $863.24 · 2025-10-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$9.04M

@ $852.49 · 2025-10-09

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$86.23M

@ $850.27 · 2025-10-08

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$22.72M

@ $848.01 · 2025-10-07

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$137.04M

@ $850.22 · 2025-10-06

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$161.22M

@ $837.93 · 2025-10-03

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$92.50M

@ $821.55 · 2025-10-02

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$107.36M

@ $794.15 · 2025-10-01

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$177.29M

@ $821.47 · 2025-10-01

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$86.79M

@ $763.39 · 2025-09-30

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$18.06M

@ $763.09 · 2025-09-19

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$81.53M

@ $764.65 · 2025-09-18

ZAKROWSKI DONALD A

Officer

$734,930

@ $734.93 · 2025-08-28

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

Learn more →

DASH

😨Fear(35/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

LLY

😏Greed(73/100)

"Market is optimistic — be cautious and ensure you have a margin of safety"

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

Learn more →

DASH

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (35)

LLY

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Greed (73)

View DASH Full Analysis View LLY Full Analysis

Frequently Asked Questions: DASH vs LLY

Is DoorDash, Inc. or Eli Lilly and Company more undervalued in 2026?▼

Based on our discounted cash flow model, LLY trades at a 17.1% margin of safety (intrinsic value $1710 vs. price $1418), compared to DASH's 7.6% margin of safety (intrinsic $194 vs. $179).

Which stock has a wider economic moat, DoorDash, Inc. or Eli Lilly and Company?▼

LLY scores 73/100 (Wide moat), while DASH scores 49/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Which company has better free cash flow, DoorDash, Inc. or Eli Lilly and Company?▼

DoorDash, Inc. (DASH) generates a 8.2% free cash flow yield, compared to Eli Lilly and Company's 0.7%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

Which stock has higher return on invested capital, DoorDash, Inc. or Eli Lilly and Company?▼

LLY earns 40.8% ROIC versus DASH's 9.6%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.