Didi Global Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Didi Global Inc (DIDI) 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: Didi Global Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 33,665M vs 65,899M combined for its competitors (33.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+20.5%) for its tracked peer group.
- Growth: Didi Global Inc generated 9.6% revenue growth year over year in Q4 2025, vs 20.9% for its competitors combined.
- Profitability: Its 0.4% net margin compares with 16.9% for the peer group.
- Peer revenue share: Didi Global Inc accounted for 62.9% of combined revenue among its tracked peer group, down from 65.2% a year earlier.
- Peer differentiation: Revenue per employee of $1.51M compares with $1.61M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
DIDI Sales vs. its Competitors, Q4 2025
Didi Global Inc reported revenue growth of 9.62 % year on year in Q4 2025, below its competitors' combined revenue growth of 20.91 %.
With a net margin of 0.44 %, Didi Global Inc reported lower profitability than its competitors (16.89 %).
Didi Global Inc generated 62.90 % of the combined sales of its peer group, down from 65.15 % a year earlier.
API endpoints for this dataset
Didi Global Inc vs. its Competitors, Q4 2025
Revenue growth, year on year
Net income 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 Didi Global Inc 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 Didi Global Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Didi Global inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Didi Global Inc's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 7.1% year over year, combined, vs 9.6% for Didi Global Inc. Didi Global Inc's share of combined industry revenue moved from 5.75% to 5.89%, a gain of 0.13 percentage points.
Didi Global Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Didi Global inc | Yes | Yes | Yes | No |
| Competitors combined (4) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 50.00 % (4 of 8) | 100.00 % (8 of 8) | 100.00 % (8 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.
DIDI Stock Performance relative to its Competitors
DIDI Stock Performance relative to High-Confidence Competitors
DIDI 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 | Nebius Group n v | 282.9% | Outperformed |
| 2 | Lyft Inc | 282.9% | Outperformed |
| 3 | Uber Technologies Inc | 282.9% | Outperformed |
| 4 | Grab Holdings Limited | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Didi Global Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Didi Global Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Didi Global inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Didi Global inc |
- | 33,665.16 |
 Uber Technologies Inc |
140,624.93 | 55,227.00 |
 Nebius Group n v |
32,072.08 | 529.80 |
 Grab Holdings Limited |
14,342.75 | 3,370.00 |
 Lyft Inc |
6,602.45 | 6,771.94 |
| SUBTOTAL | 193,642.21 | 99,563.90 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Didi Global inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Didi Global Inc's Competitors Named by the Company
Competitive relationships identified from Didi Global Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Senmiao Technology Limited | Company report | 85% |
| Uber Technologies Inc | Company report | 85% |
| Grab Holdings Limited | Company report | 85% |
| Lyft Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Didi Global Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Didi Global Inc'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 |
|---|---|
| Uber Technologies Inc | Mobility 50.93 % |
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).
Didi Global Inc'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 |
|---|---|---|---|
| Didi Global inc | - | 1,507,283 | 6,683 |
| Uber Technologies Inc | 140,625 | 1,624,324 | 284,324 |
| Nebius Group n v | 32,072 | - | - |
| Grab Holdings Limited | 14,343 | 1,123,333 | 66,667 |
| Lyft Inc | 6,602 | 1,730,626 | 732,346 |
| PEERS TOTAL | 193,642 | 1,610,704 | 313,230 |
Didi Global Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Uber Technologies Inc | United States and Canada 52.92 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Didi Global Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 153 companies in Didi Global Inc's industry classification, broader than the peer set above. Market cap in millions of $.Didi Global Inc ranks #0 of 153 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,103, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Visa Inc | 809,797 | 23.70 % |
| 2 | Mastercard Incorporated | 576,334 | 16.87 % |
| 3 | Repay Holdings Corporation | 366,456 | 10.73 % |
| 4 | Alibaba Group Holding Limited | 254,010 | 7.43 % |
| 5 | Accenture Plc | 1,234 | 5.2% |
| 6 | Uber Technologies Inc | 1,234 | 5.2% |
| 7 | Pdd Holdings inc | 1,234 | 5.2% |
| 8 | Orix Corporation | 1,234 | 5.2% |
| 9 | Doordash Inc | 1,234 | 5.2% |
| 10 | Mercadolibre Inc | 1,234 | 5.2% |
| 0 | Didi Global inc | - | 0.00 % |
Market cap and industry share for the rest of Didi Global Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2022-06-10.
Didi Global Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Professional Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (291 companies). See the full Professional Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 19.19 % | 33.12 % (avg) | -13.9 pp |
| Operating Margin | -1.60 % | industry median | -5.4 pp |
| EBITDA Margin | -0.27 % | 5.60 % (avg) | -5.9 pp |
| Capital Intensity (Capex / Revenue) | 0.00 % | 4.36 % (avg) | -4.4 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.
Didi Global Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 29.68 % | 5.72 % | 17.13 % |
| Operating Margin | -2.97 % | 0.94 % | -1.60 % |
| Return on Invested Capital | -2.88 % | 0.86 % | -1.60 % |
| 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.
Didi Global Inc's Strategic Group Map
Didi Global Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Didi Global Inc's trailing-12-month revenue growth of 17.1% and operating margin of -1.6% compares with an average of 15.9% growth and -0.8% margin across its 8 closest peers by combined growth, margin and ROIC -- Didi Global Inc sits above that peer average on growth and below it on margin.
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.
Didi Global Inc'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 | High | Industry HHI of 1,103 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 4.36 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Didi Global Inc's dedicated Suppliers and Customers pages, not here.
Didi Global Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Didi Global Inc falls in the Low attractiveness / Medium 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.
Didi Global Inc'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 (+300.0% annualized vs trailing 12 months).
Weaknesses
- Operating margin 5.4 points below the industry median.
- Return on equity 18.0 points below the industry aggregate.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Didi Global Inc'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 |
|---|---|---|---|
| Didi Global inc | 0.41 | 1.36 | 0.00 |
| Uber Technologies Inc | 0.54 | 1.04 | 0.42 |
| Nebius Group n v | 1.91 | 3.08 | 1.06 |
| Grab Holdings Limited | 0.74 | 1.75 | 0.06 |
| Lyft Inc | 0.25 | 0.63 | 0.41 |
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.
Didi Global Inc'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 |
|---|---|---|---|
| Didi Global inc | Q4 2025 | +17.1 % | -15.8 % |
| Uber Technologies Inc | Q2 2026 | +12.2 % | +79.0 % |
| Nebius Group n v | Q4 2025 | +479.0 % | - |
| Grab Holdings Limited | Q4 2025 | +20.5 % | - |
| Lyft Inc | Q2 2026 | +16.1 % | +24.8 % |
| PEERS TOTAL | +16.9 % | +277.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Didi Global Inc'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 |
|---|---|---|---|
| Didi Global inc | Q4 2025 | +15.8 % | - |
| Uber Technologies Inc | Q2 2026 | +2.7 % | -21.3 % |
| Nebius Group n v | Q4 2025 | +291.1 % | +403.5 % |
| Grab Holdings Limited | Q4 2025 | +17.9 % | +26.0 % |
| Lyft Inc | Q2 2026 | -1.0 % | - |
Didi Global Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Didi Global inc | 0.64% | 0.79% | 1.02% |
| Uber Technologies Inc | 15.42% | 18.91% | 34.91% |
| Nebius Group n v | 0.66% | 0.70% | 1.80% |
| Grab Holdings Limited | 1.67% | 2.64% | 2.96% |
| Lyft Inc | 34.77% | 77.65% | 115.83% |
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).
Didi Global Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Didi Global inc | - | - |
| Uber Technologies Inc | 15.07 | 2.55 |
| Nebius Group n v | 392.39 | 60.54 |
| Grab Holdings Limited | 56.83 | 4.26 |
| Lyft Inc | 2.48 | 0.97 |
| PEERS AVERAGE | 14.94 | 1.94 |
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.