DoorDash's revenue grows but profits shrink, while Union Pacific shows stronger financial health and stability.

DoorDash's Q1 2026 revenue rose 33% year over year to $4.04 billion, but core growth was only 21% after excluding Deliveroo. Despite revenue growth, GAAP net income fell 5%, margins declined, and labor costs are rising, with significant stock-based compensation diluting shareholders. The stock has dropped nearly 30% year to date. In contrast, Union Pacific offers a strong physical network, solid financials with growing EPS and dividends, and a more stable outlook, making it a more attractive option for retirement-focused investors.