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DASH compared with U: revenue, margins and what each company keeps, and the suppliers and customers both name
DASH
DoorDash, Inc.
Change
Mkt cap
Revenue
Revenue
U
Unity Software Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
DASH
DoorDash, Inc.
vs
U
Unity Software Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
U: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
DASH, solid
U, dashed
DASH
DoorDash, Inc.
Change
179.70
▲
+0.39%
· post 178.42
Mkt cap
$78.0B
Revenue
$4.6B
Q3 FY26
Revenue
$13.7B
FY25
U
Unity Software Inc.
Change
37.70
▼
−4.01%
· post 37.58
Closed
Oct 30 '26
Mkt cap
$16.6B
Revenue
$546M
Q2 FY26
Revenue
$1.8B
FY25
vs
Compare
Closed
Oct 30 '26
DASH
DoorDash, Inc.
vs
U
Unity Software Inc.
179.70
▲
+0.39%
post 178.42
Price
37.70
▼
−4.01%
post 37.58
$78.0B
Mkt cap
$16.6B
Q3 FY26
$4.6B
Revenue
$546M
Q2 FY26
FY25
$13.7B
Revenue
$1.8B
FY25
Change
Change
DASH
179.70
▲
+0.39%
vs
U
37.70
▼
−4.01%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only DASH
11
DPZ
Domino's Pizza
supplier
BJ
BJ's Wholesale Club
customer
EAT
Brinker International
customer
SFM
Sprouts Farmers Market
customer
7 more · DASH chain
›
Shared
0
No shared counterparties.
Only U
5
GOOGL
Google Cloud
supplier
MSFT
Azure
supplier
AMZN
AWS
supplier
META
Meta
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
1 more · U chain
›