Uber vs. DoorDash: Future Competition in Autonomous Delivery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
0mins
Should l Buy UBER?
Source: Fool
- Uber's Market Potential: With over 200 million users monthly, Uber achieved a record $193.4 billion in gross bookings in 2025, and despite paying out $85.4 billion to drivers, the deployment of autonomous technology could significantly boost its revenue and profits, further solidifying its market leadership.
- Strategic Importance of Autonomy: By signing agreements with over 20 self-driving companies, Uber aims to enhance operational efficiency and provide 24/7 service, potentially capturing more bookings and driving long-term growth by reducing reliance on human drivers.
- DoorDash's Market Advantage: Dominating over 60% of the U.S. food delivery market, DoorDash generated $13.7 billion in total revenue in 2025, up 28% year-over-year, and the launch of its self-driving robot Dot is expected to further reduce operational costs.
- Financial Performance Comparison: DoorDash reported a net income of $935 million, a staggering 660% increase, while Uber's price-to-sales ratio stands at 3.2, significantly lower than DoorDash's 5.4, indicating Uber's greater potential in the future autonomous market and a more attractive valuation.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 69.180
Low
72.00
Averages
107.10
High
150.00
Current: 69.180
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: Uber's revenue reached $52 billion in 2025, a 63% increase from 2022, primarily driven by a 68% rise in gross bookings, indicating robust performance in the global mobility and delivery market.
- User Base Expansion: Uber's monthly active users grew from 131 million to 202 million, creating a massive global ecosystem that further propels the company's growth and market penetration.
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Strategic Expansion: This acquisition is part of Uber's strategy to expand its presence in the luxury travel market and improve its competitive edge against other ride-hailing services.
Service Integration: The integration of Blacklane's services is expected to provide Uber users with more options for high-end transportation, catering to business and leisure travelers.
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See More
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Uber's Acquisition: Uber has acquired the chauffeur service Blacklane to enhance its offerings in the premium transportation market.
Expansion of Services: This acquisition allows Uber to expand its service range, providing customers with more luxurious and professional transportation options.
Market Strategy: The move is part of Uber's strategy to compete more effectively in the high-end travel segment against other luxury transport services.
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See More
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- Significant Technological Edge: Joby's S4 eVTOL can travel 150 miles on a single charge and reach speeds of 200 mph, outperforming competitors due to its single tilt-rotor design, attracting prominent investors like Toyota, Delta Air Lines, and Uber.
- Optimistic Revenue Projections: Analysts expect Joby's revenue to surge from $53 million in 2025 to $459 million by 2028, and while facing market volatility and financing challenges, the realization of economies of scale is expected to gradually narrow net losses.
- Uncertain Market Outlook: The global eVTOL market is projected to expand at a 36.8% CAGR from 2026 to 2034, but Iran's military actions and high energy prices could delay Joby's first commercial flights in Dubai, increasing future uncertainties.
See More
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- Global Business Coverage: Founded in 2011 and headquartered in Berlin, Germany, Blacklane connects guests worldwide with independent local chauffeur services, operating in over 500 cities across more than 60 countries, enhancing Uber's global service network.
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See More
