U.S. Movers: DoorDash, Marriott, S&P Global, Shopify, Zillow

  • Scott Peters
  • U.S.A. New York City
  • Feb 12, 2025
  • DoorDash said net income swung to a profit in the latest quarter, and the company expanded its stock repurchase program. S&P Global reported a rise in revenue and earnings. Marriott said revenue advanced, but profit fell in the fourth quarter.

    DoorDash Inc. gained 5.7% to $204.11 after the online food delivery platform operator reported steady revenue growth in the fourth quarter ending in December.

    Revenue jumped to $2.87 billion from $2.30 billion, net income swung to a profit of $141 million from a loss of $154 million, and earnings per diluted share rose to 34 cents from a loss of 39 cents a year ago.

    Total orders increased 19% to $685 million from $574 million a year earlier.

    DoorDash repurchased 2.1 million shares of its class A common stock for $224 million, under its $1.1 billion program, and in February 2025, the company’s board authorized the repurchase of up to $5.0 billion of the class A common stock.

    For the first quarter of 2025, the company estimated adjusted EBITDA between $550 million and $600 million, compared to $371 million in the same quarter last year.

    For fiscal 2025, the company estimated stock-based compensation expense between $1.1 billion and $1.2 billion and depreciation and amortization expense between $580 million and $600 million.

    S&P Global Inc. surged 4.9% to $540.51 after the provider of financial information and analytics reported strong revenue growth in the fourth quarter ending in December.

    Revenue increased 14% to $3.59 billion from $3.15 billion, net income jumped 50% to $967 million from $644 million, and earnings per diluted share rose 56% to $2.85 from $1.83 a year ago.

    For fiscal 2025, the company estimated revenue growth between 5% and 7%, compared to $14.21 billion in 2024, and earnings per diluted share between $14.20 and $14.45, compared to $12.35 last year.

    Shopify Inc. eased 0.1% to $123.45 after the Canadian e-commerce company posted a 31% revenue growth in the fourth quarter ending in December.

    Revenue increased to $2.81 billion from $2.14 billion, non-GAAP net income jumped to $1.29 billion from $657 million, and non-GAAP earnings per diluted share rose to 44 cents from 34 cents a year ago.

    For fiscal 2025, the company estimated revenue growth at a mid-20% rate, compared to $8.88 billion in 2024, operating expense as a percentage of revenue between 41% and 42%, and stock-based compensation of $120 million.

    Gross profit is expected to increase at a low 20-point rate from a year ago.

    Marriott International Inc. gained 0.04% to $288.12 after the worldwide hotel operator reported revenue growth in the fourth quarter ending in December, but profit declined.

    Revenue increased 5% to $6.43 billion from $6.09 billion, net income dropped 46% to $455 million from $848 million, and earnings per diluted share fell 43% to $1.63 from $2.87 a year ago.

    Growth in the U.S. and Canada was 4.1%, and international markets expanded by 7.2% from a year ago.

    At the end of the year, Marriott's worldwide development pipeline totaled nearly 3,800 properties and over 577,000 rooms.

    The company returned over $4.4 billion to shareholders through dividends and share repurchases in 2024.

    For the first quarter of 2025, Marriott estimated adjusted earnings per diluted share between $2.20 and $2.26, compared to $1.93 in the same quarter last year.

    Zillow Group Inc. dropped 6.3% to $80.90 despite the tech real estate marketplace company reporting better-than-expected results in the fourth quarter ending in December.

    Revenue increased 17% to $554 million from $474 million, net loss shrank to $52 million from a loss of $73 million, and loss per diluted share rose to 27 cents from 20 cents a year ago.

    Fourth-quarter adjusted EBITDA was $112 million, or 20% of revenue, driven primarily by higher-than-expected residential sales and steady rental revenue.

    For the first quarter of 2025, the company estimated revenue between $575 million and $590 million, compared to $529 million in the same quarter last year.

Annual Returns

Company Ticker 2025 2024 2023
DoorDash Inc. DASH 0% 72% 70%
S&P Global Inc SPGI -1% 13% 27%
Shopify Inc. SHOP 1% 37% 103%
Zillow Group Inc Z -2% 29% 63%