Updated
Updated · Yahoo Finance · Aug 9
StockStory Backs DoorDash at $90.31 Billion, Flags Fiverr and Teladoc as Internet Stocks Lag
Updated
Updated · Yahoo Finance · Aug 9

StockStory Backs DoorDash at $90.31 Billion, Flags Fiverr and Teladoc as Internet Stocks Lag

1 articles · Updated · Yahoo Finance · Aug 9

Summary

  • StockStory singled out DoorDash as its preferred consumer internet pick while steering investors away from Fiverr and Teladoc, as the sector returned 7.6% over six months versus the S&P 500’s 11.7% gain.
  • DoorDash won the endorsement on stronger operating trends: orders grew 23.5% annually, EBITDA margin reached 20%, and earnings per share rose 98.3% annually faster than revenue.
  • Fiverr drew skepticism because active buyers fell 14% annually over two years, sales are projected to drop 23% in the next 12 months, and heavy marketing spend suggests weak organic demand.
  • Teladoc also failed StockStory’s screen after three years of flat sales, a 9.2% annual decline in average revenue per user, and an estimated 5.2% sales drop over the next year.
  • The calls reflect a broader divide in consumer internet stocks, where weaker purchasing power is pressuring demand and rewarding companies that can still produce durable earnings growth.

Insights

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