DoorDash上市以来跑赢SpaceX 48%
DoorDash has outperformed SpaceX by 48% since IPO
DoorDash has performed 48% better than SpaceX since Elon Musk’s rocketship company launched for public trading at $150 per share on June 12.
自埃隆·马斯克的火箭公司于6月12日以每股150美元公开上市以来，DoorDash的表现比SpaceX高出48%。
While SpaceX, which famously lost $1 trillion of market capitalization for its investors has crashed 6%, DoorDash has increased in value by 42%.
SpaceX，因投资者损失1万亿美元市值而闻名，股价下跌了6%，而DoorDash的价值则上涨了42%。
In fact, based on current stock prices, it would have been better to buy any number of restaurant stocks instead of SpaceX on the Nasdaq. Texas Roadhouse has performed 13% better, Flanigan’s has trounced by 35%, and Cracker Barrel has outperformed by 12%.
事实上，根据当前股价，在纳斯达克购买任何数量的餐饮股都比购买SpaceX更划算。Texas Roadhouse表现高出13%，Flanigan's高出35%，Cracker Barrel高出12%。
DoorDash (green) versus SpaceX (red) IPO on June 12, 2026. Source: TradingView
DoorDash（绿色）与SpaceX（红色）于2026年6月12日IPO对比图。来源：TradingView
Measuring the drawdown from SpaceX’s peak is even more embarrassing.
衡量SpaceX从峰值回撤的幅度更加令人尴尬。
Since June 16, SpaceX has declined 37%. It hit an intraday high of $225.64 that day, and performance has been down-only since.
自6月16日以来，SpaceX已下跌37%。当天其盘中高点达到225.64美元，此后表现一路下滑。
DoorDash opened for trading at $155.24 per share on June 12, while SpaceX began trading at $150 — $15 higher than its formal IPO price.
DoorDash于6月12日以每股155.24美元开盘交易，而SpaceX以150美元开盘——比其正式IPO价格高出15美元。
Almost everyone has unrealized losses on SpaceX as a reward for patiently holding their IPO investment through today.
几乎所有持有SpaceX IPO投资至今的投资者都因耐心持有而面临未实现亏损。
At this point, insiders who bought at the pre-Nasdaq open of $135 per share are the only shareholders who could possibly have an unrealized gain on a position held since SpaceX’s IPO.
目前，只有那些在纳斯达克开盘前以每股135美元买入的内部人士，才可能对自SpaceX IPO以来持有的头寸获得未实现收益。
SpaceX IPO banks yell ‘buy’ as stock craters
SpaceX IPO银行在股价暴跌时高喊“买入”
Read more: SpaceX crashed too hard for insiders’ bonus unlock
更多阅读：SpaceX暴跌过猛，内部人士奖金解锁无望
Better earnings from DoorDash than SpaceX
DoorDash的盈利优于SpaceX
Both companies reported quarterly results during this comparison period. Management asked investors to process entirely different numbers.
两家公司都在此比较期间报告了季度业绩。管理层要求投资者处理完全不同的数字。
Earlier this month, DoorDash reported 970 million delivery orders for the quarter, $33.1 billion of marketplace gross order value, and a healthy $4.5 billion of revenue.
本月早些时候，DoorDash报告该季度交付订单9.7亿份，市场总订单价值331亿美元，收入45亿美元，表现健康。
Orders still grew 17% and revenue grew 24% even after adjusting out a Deliveroo acquisition.
即使调整掉Deliveroo收购的影响，订单仍增长17%，收入增长24%。
It also generated $944 million of operating cash flow and $742 million of free cash flow.
它还产生了9.44亿美元的运营现金流和7.42亿美元的自由现金流。
SpaceX filed its own quarterly results this month, revealing that while revenue reached $7.8 billion, the company lost $541 million. The company also disclosed $18.4 billion worth of capital expenditures.
SpaceX本月提交了自己的季度业绩，显示收入达到78亿美元，但公司亏损5.41亿美元。公司还披露了184亿美元的资本支出。
As of this morning, $10,000 invested in DoorDash as of the June 12 open would be worth about $14,200. The same bet on SpaceX would be worth roughly $9,400.
截至今天上午，如果在6月12日开盘时投资10,000美元于DoorDash，现在价值约14,200美元。同样的投资于SpaceX则大约价值9,400美元。
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The post DoorDash has outperformed SpaceX by 48% since IPO appeared first on Protos.
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