DoorDash and Amazon are key players in the on-demand delivery and e-commerce sector. DoorDash dominates in food delivery while Amazon leverages its vast platform and Prime ecosystem for same-day grocery delivery. The global same-day delivery market is expected to reach $29.82 billion by 2030, benefiting both companies.

In the third quarter of 2025, DoorDash saw a 21% increase in total orders and a 25% rise in marketplace gross order value. The company’s growing partner base, including brands like McDonald’s and Kroger, has fueled its expansion. A recent partnership with Old Navy highlights DoorDash’s focus on expanding its retail delivery offerings.

Amazon’s Prime membership program offers fast and free delivery options, with innovations like three-hour delivery. The company is investing in expanding rural delivery networks and integrating fresh groceries into its same-day delivery service. Amazon’s stock has outperformed DoorDash due to improved delivery speeds and customer engagement.

Earnings estimates for DoorDash and Amazon show potential growth, with DoorDash’s 2025 earnings expected to increase significantly year over year. Amazon’s 2025 earnings estimate has also seen positive growth. Both companies have delivered strong earnings surprises in recent quarters, with Amazon showing higher average surprise rates.

While both DoorDash and Amazon have strong potential in the e-commerce and delivery market, Amazon offers greater upside with its global presence, Prime momentum, and earnings growth. DoorDash’s partnerships and order growth are impressive, but intense competition and market fragmentation pose challenges. Amazon is currently rated a stronger buy than DoorDash.

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