Dada Nexus Limited's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Dada Nexus Limited (DADA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Dada Nexus Limited vs Its Competitors
- TTM: Trailing 12-month revenue of 1,343M vs 351M combined for tracked competitors (79.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+294.3% annualized vs trailing 12 months), vs accelerating (+375.1%) for its tracked peer group.
- Growth: Dada Nexus Limited generated -10.5% revenue growth year over year in Q4 2024, vs -20.0% for its tracked competitors combined.
- Profitability: Its -21.1% net margin compares with 0.1% for the peer group.
- Peer revenue share: Dada Nexus Limited accounted for 76.0% of combined revenue among its tracked peer group, up from 73.9% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
DADA Sales vs. its Competitors, Q4 2024
Dada Nexus Limited reported revenue contraction of 10.53 % year on year in Q4 2024, above its competitors' combined revenue change of -19.95 %.
With a net margin of -21.09 %, Dada Nexus Limited reported lower profitability than its competitors (0.05 %).
Dada Nexus Limited generated 76.03 % of the combined sales of its peer group, up from 73.94 % a year earlier.
Dada Nexus Limited vs. its Competitors, Q4 2024
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Dada Nexus Limited reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Dada Nexus Limited and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Dada Nexus Limited | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Dada Nexus Limited's competitor groups requires a Commercial License.
For context: the Internet Services & Social Media industry grew revenue 19.3% year over year, combined, vs -10.5% for Dada Nexus Limited. Dada Nexus Limited's share of combined industry revenue moved from 0.55% to 0.41%, a loss of 0.14 percentage points.
Dada Nexus Limited's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Dada Nexus Limited | No | No | No | No |
| Competitors combined (1) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 25.00 % (2 of 8) | 25.00 % (2 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
DADA Stock Performance relative to its Competitors
DADA Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Quhuo Ltd | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Dada Nexus Limited's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Dada Nexus Limited's Comment on Competition and Industry Peers
Publicly Traded Peers of Dada Nexus Limited
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Dada Nexus Limited | 2,074.86 | 1,343.11 |
| Quhuo Ltd | 4,671.52 | 351.45 |
| SUBTOTAL | 6,746.38 | 1,694.56 |
Sources: Dada Nexus Limited's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Dada Nexus Limited versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Dada Nexus Limited's Competitors Named by the Company
Competitive relationships identified from Dada Nexus Limited reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| JD Logistics | Company report | 85% |
| Quhuo Ltd | Company report | 85% |
| Missfresh Ltd | Company report | 85% |
Company report basis, confidence, active dates and source counts for Dada Nexus Limited's named competitors require a Commercial License.
Methodology: relationships are extracted from Dada Nexus Limited reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Dada Nexus Limited's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Quhuo Ltd | All Other Segments 53.08 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Dada Nexus Limited's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Dada Nexus Limited | 2,075 | - | - |
| Quhuo Ltd | 4,672 | 351,449,507 | -21,372,000 |
| PEERS TOTAL | 4,672 | 351,449,507 | -21,372,000 |
Dada Nexus Limited's Position in Industry Market Structure
Market-capitalization share and concentration across all 75 companies in Dada Nexus Limited's industry classification, broader than the peer set above. Market cap in millions of $.Dada Nexus Limited ranks #0 of 75 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 6,439, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Meta Platforms Inc | 1,820,128 | 80.02 % |
| 2 | Applovin Corporation | 89,694 | 3.94 % |
| 3 | Rentokil Initial Plc | 53,320 | 2.34 % |
| 4 | Thomson Reuters Corporation | 49,186 | 2.16 % |
| 5 | Nebius Group n v | 1,234 | 5.2% |
| 6 | Gds Holdings Limited | 1,234 | 5.2% |
| 7 | Zoom Communications Inc | 1,234 | 5.2% |
| 8 | Gartner Inc | 1,234 | 5.2% |
| 9 | Flutter Entertainment Plc | 1,234 | 5.2% |
| 10 | Digitalocean Holdings Inc | 1,234 | 5.2% |
| 0 | Dada Nexus Limited | 2,075 | 0.00 % |
Market cap and industry share for the rest of Dada Nexus Limited's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-06-13.
Dada Nexus Limited's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet Services & Social Media industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (146 companies). See the full Internet Services & Social Media industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 98.57 % | 47.84 % (avg) | +50.7 pp |
| Operating Margin | -22.03 % | industry median | -24.0 pp |
| EBITDA Margin | -10.99 % | 7.17 % (avg) | -18.2 pp |
| Capital Intensity (Capex / Revenue) | 0.06 % | 6.88 % (avg) | -6.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Dada Nexus Limited's Valuation vs Competitive Position
Valuation multiples vs the Internet Services & Social Media industry average (146 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Internet Services & Social Media industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 37.6x | - |
| EV / EBITDA | - | 19.4x | - |
| P/B | 3.4x | 4.7x | -1.3x |
| Return on Equity | -56.53 % | industry aggregate | -85.82 % |
| Return on Invested Capital | -29.82 % | 0.39 % (avg) | -30.21 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Dada Nexus Limited's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2022 | 2023 | 2024 |
|---|---|---|---|
| Revenue Growth | 55.85 % | -25.01 % | -9.54 % |
| Operating Margin | -15.52 % | -20.00 % | -22.03 % |
| Return on Invested Capital | -15.07 % | -18.91 % | -29.82 % |
| P/E | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Dada Nexus Limited's Strategic Group Map
Every company in Dada Nexus Limited's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Dada Nexus Limited is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Dada Nexus Limited's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 6,439 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.06 % vs industry average 6.88 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Dada Nexus Limited's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Dada Nexus Limited's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Dada Nexus Limited's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Dada Nexus Limited falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Dada Nexus Limited's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+294.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 24.0 points below the industry median.
- Return on equity 85.8 points below the industry aggregate.
Opportunities
- A meaningful share of tracked competitors (100.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Meta Platforms Inc , holding 80.02 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Dada Nexus Limited's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Dada Nexus Limited | 1.90 | 3.27 | - |
| Quhuo Ltd | 0.10 | 1.03 | 0.32 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Dada Nexus Limited's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Dada Nexus Limited | Q4 2024 | -9.5 % | - |
| Quhuo Ltd | Q4 2024 | -17.0 % | - |
| PEERS TOTAL | -11.2 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Dada Nexus Limited's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Dada Nexus Limited | Q4 2024 | - | -19.2 % |
| Quhuo Ltd | Q4 2024 | -11.9 % | +23.1 % |
Dada Nexus Limited's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Dada Nexus Limited | - | - | - |
| Quhuo Ltd | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Dada Nexus Limited's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Dada Nexus Limited | - | 1.54 |
| Quhuo Ltd | - | 13.29 |
| PEERS AVERAGE | - | 3.98 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.