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Side-by-side financial comparison of DoorDash (DASH) and KKR & Co. (KKR). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $4.0B, roughly 1.5× DoorDash). KKR & Co. runs the higher net margin — 20.0% vs 5.4%, a 14.6% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 37.7%). Over the past eight quarters, DoorDash's revenue compounded faster (25.5% CAGR vs -22.9%).
DoorDash, Inc. is an American company operating online food ordering and food delivery. It trades under the symbol DASH. With a 56% market share, DoorDash is the largest food delivery platform in the United States. It also has a 60% market share in the convenience delivery category. As of December 31, 2020, the platform was used by 450,000 merchants, 20 million consumers, and had over one million delivery couriers.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
DASH vs KKR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $5.7B |
| Net Profit | $213.0M | $1.1B |
| Gross Margin | — | — |
| Operating Margin | 3.7% | 45.3% |
| Net Margin | 5.4% | 20.0% |
| Revenue YoY | 37.7% | 76.1% |
| Net Profit YoY | 51.1% | 1.8% |
| EPS (diluted) | $0.49 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.0B | $5.7B | ||
| Q3 25 | $3.4B | $5.5B | ||
| Q2 25 | $3.3B | $5.1B | ||
| Q1 25 | $3.0B | $3.1B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | $2.7B | $4.8B | ||
| Q2 24 | $2.6B | $4.2B | ||
| Q1 24 | $2.5B | $9.7B |
| Q4 25 | $213.0M | $1.1B | ||
| Q3 25 | $244.0M | $900.4M | ||
| Q2 25 | $285.0M | $510.1M | ||
| Q1 25 | $193.0M | $-185.9M | ||
| Q4 24 | $141.0M | $1.1B | ||
| Q3 24 | $162.0M | $600.5M | ||
| Q2 24 | $-157.0M | $667.9M | ||
| Q1 24 | $-23.0M | $682.2M |
| Q4 25 | 3.7% | 45.3% | ||
| Q3 25 | 7.5% | 39.8% | ||
| Q2 25 | 5.0% | 30.0% | ||
| Q1 25 | 5.1% | 24.8% | ||
| Q4 24 | 4.1% | 50.4% | ||
| Q3 24 | 4.0% | 34.3% | ||
| Q2 24 | -7.6% | 29.0% | ||
| Q1 24 | -2.4% | 14.1% |
| Q4 25 | 5.4% | 20.0% | ||
| Q3 25 | 7.1% | 16.3% | ||
| Q2 25 | 8.7% | 10.0% | ||
| Q1 25 | 6.4% | -6.0% | ||
| Q4 24 | 4.9% | 34.5% | ||
| Q3 24 | 6.0% | 12.5% | ||
| Q2 24 | -6.0% | 16.0% | ||
| Q1 24 | -0.9% | 7.1% |
| Q4 25 | $0.49 | — | ||
| Q3 25 | $0.55 | — | ||
| Q2 25 | $0.65 | — | ||
| Q1 25 | $0.44 | — | ||
| Q4 24 | $0.35 | — | ||
| Q3 24 | $0.38 | — | ||
| Q2 24 | $-0.38 | — | ||
| Q1 24 | $-0.06 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.4B | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.0B | $30.9B |
| Total Assets | $19.7B | $410.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.1B | — |
| Q4 25 | $10.0B | $30.9B | ||
| Q3 25 | $9.5B | $29.7B | ||
| Q2 25 | $8.9B | $28.2B | ||
| Q1 25 | $8.4B | $27.5B | ||
| Q4 24 | $7.8B | $23.7B | ||
| Q3 24 | $7.6B | $24.1B | ||
| Q2 24 | $7.2B | $21.7B | ||
| Q1 24 | $7.0B | $21.4B |
| Q4 25 | $19.7B | $410.1B | ||
| Q3 25 | $18.0B | $398.5B | ||
| Q2 25 | $16.9B | $380.9B | ||
| Q1 25 | $13.6B | $372.4B | ||
| Q4 24 | $12.8B | $360.1B | ||
| Q3 24 | $12.3B | $360.7B | ||
| Q2 24 | $11.8B | $348.5B | ||
| Q1 24 | $11.4B | $339.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $421.0M | $-4.9B |
| Free Cash FlowOCF − Capex | $367.0M | — |
| FCF MarginFCF / Revenue | 9.3% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | 1.98× | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $2.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $421.0M | $-4.9B | ||
| Q3 25 | $871.0M | $2.4B | ||
| Q2 25 | $504.0M | $438.8M | ||
| Q1 25 | $635.0M | $2.5B | ||
| Q4 24 | $518.0M | $-111.7M | ||
| Q3 24 | $531.0M | $1.9B | ||
| Q2 24 | $530.0M | $3.4B | ||
| Q1 24 | $553.0M | $1.5B |
| Q4 25 | $367.0M | — | ||
| Q3 25 | $808.0M | — | ||
| Q2 25 | $438.0M | — | ||
| Q1 25 | $561.0M | — | ||
| Q4 24 | $486.0M | — | ||
| Q3 24 | $499.0M | — | ||
| Q2 24 | $507.0M | — | ||
| Q1 24 | $536.0M | — |
| Q4 25 | 9.3% | — | ||
| Q3 25 | 23.4% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 18.5% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.4% | — | ||
| Q2 24 | 19.3% | — | ||
| Q1 24 | 21.3% | — |
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 0.7% | — |
| Q4 25 | 1.98× | -4.28× | ||
| Q3 25 | 3.57× | 2.65× | ||
| Q2 25 | 1.77× | 0.86× | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.67× | -0.10× | ||
| Q3 24 | 3.28× | 3.12× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 2.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DASH
Segment breakdown not available.
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
