(DASH) DoorDash, Common Stock - Overview
Sector: Consumer Cyclical | Industry: Internet Retail | Exchange: NASDAQ (USA) | Market Cap: 69.824m USD | Total Return: -24.8% in 12m
Avg Turnover: 775M
Qual. Beats: 0
Rev. Trend: 99.8%
Qual. Beats: -1
Warnings
P/E ratio 75.6
Altman Z'' 0.01 < 1.0 - financial distress zone
Below Avwap Earnings
Tailwinds
No distinct edge detected
DoorDash, Inc. operates a global commerce platform connecting merchants, consumers, and independent couriers through its proprietary marketplaces, including DoorDash and Wolt. The company provides a comprehensive suite of digital services including order fulfillment, payment processing, and demand generation for businesses ranging from local restaurants to grocery and retail stores.
The business model relies on a three-sided network effect where increased merchant selection attracts more consumers, which in turn draws more delivery drivers to the platform. Within the GICS Restaurants sub-industry, DoorDash differentiates itself through high-margin revenue streams such as its DashPass subscription program and merchant advertising services.
Beyond standard marketplace delivery, the company offers white-label logistics and software tools that enable merchants to manage branded mobile apps and in-store dining operations. Investors can find deeper insights into these revenue segments at ValueRay.
- Monthly active user growth and DashPass subscription retention drive recurring revenue
- Expansion into grocery and retail categories diversifies marketplace gross order volume
- Logistics efficiency and Dasher pay structures determine GAAP profitability and margins
- Regulatory classification of gig workers threatens long-term operational cost structures
- High interest rates and inflation reduce discretionary consumer spending on delivery services
| Net Income: 925.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA -4.44 > 1.0 |
| NWC/Revenue: 17.43% < 20% (prev 29.14%; Δ -11.71% < -1%) |
| CFO/TA 0.12 > 3% & CFO 2.39b > Net Income 925.0m |
| Net Debt (-1.68b) to EBITDA (1.69b): -1.00 < 3 |
| Current Ratio: 1.43 > 1.5 & < 3 |
| Outstanding Shares: last quarter (442.3m) vs 12m ago 1.55% < -2% |
| Gross Margin: 50.89% > 18% (prev 0.49%; Δ 5.04k% > 0.5%) |
| Asset Turnover: 88.46% > 50% (prev 82.82%; Δ 5.63% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM) |
| A: 0.13 (Total Current Assets 8.59b - Total Current Liabilities 6.03b) / Total Assets 19.7b |
| B: -0.22 (Retained Earnings -4.30b / Total Assets 19.7b) |
| C: 0.05 (EBIT TTM 825.0m / Avg Total Assets 16.6b) |
| D: -0.44 (Book Value of Equity -4.18b / Total Liabilities 9.50b) |
| Altman-Z'' = 0.01 = B |
| DSRI: 0.85 (Receivables 1.03b/926.0m, Revenue 14.7b/11.2b) |
| GMI: 0.97 (GM 50.89% / 49.19%) |
| AQI: 1.46 (AQ_t 0.48 / AQ_t-1 0.33) |
| SGI: 1.31 (Revenue 14.7b / 11.2b) |
| TATA: -0.07 (NI 925.0m - CFO 2.39b) / TA 19.7b) |
| Beneish M = -2.76 (Cap -4..+1) = A |
As of May 27, 2026, the stock is trading at USD 154.00 with a total of 3,729,136 shares traded.
Over the past week, the price has changed by -5.33%,
over one month by -11.52%,
over three months by -14.64% and
over the past year by -24.84%.
DoorDash, Common Stock has received a consensus analysts rating of 4.17. Therefore, it is recommended to buy DASH.
- StrongBuy: 20
- Buy: 8
- Hold: 13
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 246 | 59.7% |
P/E Trailing = 75.5896
P/E Forward = 53.4759
P/S = 4.7432
P/B = 6.8468
P/EG = 3.2751
Revenue TTM = 14.7b USD
EBIT TTM = 825.0m USD
EBITDA TTM = 1.69b USD
Long Term Debt = 2.73b USD (from longTermDebt, last quarter)
Short Term Debt = 105.0m USD (from shortTermDebt, last quarter)
Debt = 3.85b USD (from shortLongTermDebtTotal, last quarter) + Leases 562.0m
Net Debt = -1.68b USD (calculated: Debt 3.85b - CCE 5.53b)
Enterprise Value = 68.1b USD (69.8b + Debt 3.85b - CCE 5.53b)
Interest Coverage Ratio = unknown (Ebit TTM 825.0m / Interest Expense TTM 0.0)
EV/FCF = 38.89x (Enterprise Value 68.1b / FCF TTM 1.75b)
FCF Yield = 2.57% (FCF TTM 1.75b / Enterprise Value 68.1b)
FCF Margin = 11.90% (FCF TTM 1.75b / Revenue TTM 14.7b)
Net Margin = 6.28% (Net Income TTM 925.0m / Revenue TTM 14.7b)
Gross Margin = 50.89% ((Revenue TTM 14.7b - Cost of Revenue TTM 7.23b) / Revenue TTM)
Gross Margin QoQ = 50.64% (prev 51.07%)
Tobins Q-Ratio = 3.46 (Enterprise Value 68.1b / Total Assets 19.7b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 3.85b)
Taxrate = 4.19% (8.00m / 191.0m)
NOPAT = 790.4m (EBIT 825.0m * (1 - 4.19%))
Current Ratio = 1.43 (Total Current Assets 8.59b / Total Current Liabilities 6.03b)
Debt / Equity = 0.38 (Debt 3.85b / totalStockholderEquity, last quarter 10.2b)
Debt / EBITDA = -1.00 (Net Debt -1.68b / EBITDA 1.69b)
Debt / FCF = -0.96 (Net Debt -1.68b / FCF TTM 1.75b)
Total Stockholder Equity = 9.66b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.56% (Net Income 925.0m / Total Assets 19.7b)
RoE = 6.63% (Net Income TTM 925.0m / Total Stockholder Equity 14.0b)
RoCE = 4.94% (EBIT 825.0m / Capital Employed (Equity 14.0b + L.T.Debt 2.73b))
RoIC = 5.87% (NOPAT 790.4m / Invested Capital 13.5b)
WACC = 8.80% (E(69.8b)/V(73.7b) * Re(9.28%) + D(3.85b)/V(73.7b) * Rd(0.0%) * (1-Tc(0.04)))
Discount Rate = 9.28% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 94.39 | Cagr: 5.36%
[DCF] Terminal Value 73.43% ; FCFF base≈1.77b ; Y1≈1.74b ; Y5≈1.74b
[DCF] Fair Price = 65.72 (EV 25.4b - Net Debt -1.68b = Equity 27.0b / Shares 411.3m; r=8.80% [WACC]; 5y FCF grow -3.15% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.27 | # QB: 0
Revenue Correlation: 99.83 | Revenue CAGR: 25.70% | SUE: -1.83 | # QB: -1
EPS current Quarter (2026-06-30): EPS=0.47 | Chg30d=-0.51% | Revisions=-15% | Analysts=30
EPS next Quarter (2026-09-30): EPS=0.75 | Chg30d=-3.07% | Revisions=-23% | Analysts=30
EPS current Year (2026-12-31): EPS=2.57 | Chg30d=+0.80% | Revisions=-10% | GrowthEPS=+20.7% | GrowthRev=+28.3%
EPS next Year (2027-12-31): EPS=4.39 | Chg30d=-0.33% | Revisions=+7% | GrowthEPS=+70.9% | GrowthRev=+20.5%
[Analyst] Revisions Ratio: -23%