DoorDash, Inc. (DASH) AI Stock Analysis

DoorDash, Inc. runs a logistics platform linking merchants, consumers, and delivery personnel globally. Through its DoorDash marketplace, the company provides merchant services such as customer acquisition, delivery logistics, data analytics, merchandising tools, payment processing, and dedicated customer support. Additionally, DoorDash Drive provides a customizable white-label logistics solution, while DoorDash Storefront offers on-demand e-commerce capabilities. Founded in 2013 and headquartered in San Francisco, California, the company focuses on last-mile delivery and digital marketplace technology to connect local businesses and consumers.

Revenue increased from $4.89B in FY2021 to $6.58B in FY2022, $8.63B in FY2023, $10.72B in FY2024, and $13.72B in FY2025, representing a 5-year revenue CAGR of 36.6%. Gross margin expanded from 45.5% in FY2022 to 50.9% in FY2025. Operating margin improved from -17.1% in FY2022 to 5.3% in FY2025, and net income shifted from -$1.36B in FY2022 to $935.0M in FY2025. For the trailing twelve months, revenue reached $15.89B with an operating margin of 3.9% and a profit margin of 5.3%. For the latest quarter ended June 30, 2026, quarterly revenue rose 35.6% year-over-year, while quarterly earnings declined 30.0%.

As of June 30, 2026, DoorDash reported $5.35B in cash and short-term investments against total debt of $3.31B, creating a net cash position of $2.04B. Total assets were $19.56B and shareholders' equity was $9.92B. The company recorded a current ratio of 1.37 and a debt-to-equity ratio of 0.33. Operating cash flow for FY2025 was $2.43B, which funded $257.0M in capital expenditures and yielded $2.17B in free cash flow. Over the past 5 years, the share count change was 40.8%.

DoorDash trades at a trailing P/E of 99.6x and a forward P/E of 38.0x, compared to the median of its Nasdaq-100 Consumer Cyclical peers of 34.1x and 26.0x, respectively. The company carries a price-to-sales ratio of 5.2x versus the peer median of 3.7x, and an EV-to-EBITDA ratio of 45.4x versus 19.2x. Over the past 1 year, the stock returned -29.1%, lagging the S&P 500 return of 16.8%. Over a 5-year period, the stock returned -11.6%, while the S&P 500 gained 83.0%.

Wall Street analysts currently maintain 27 Strong Buy, 9 Buy, and 9 Hold ratings, with 0 Sell or Strong Sell recommendations. The mean price target is $257.37, representing a 36.1% premium to the last close of $189.15. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $17.84B and EPS of $2.57, which reflects 20.9% EPS growth. Over the last 4 quarters, the company beat EPS estimates 1 time. The next earnings date is November 4, 2026.

This page is an AI-written research summary of DoorDash, Inc. (DASH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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