DoorDash, Inc.
DASH
NASDAQ·Communication Services·Internet Content & Information·Mkt cap $92.3B
$211.73
▼ -4.63%
P/E
110.85
Mkt Cap
$92.3B
52-Wk Range
$143.30–$285.50
52-Week Range
$143.30 - $285.50
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 15.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Largest delivery marketplace network with significant scale and network effects
- Diversified revenue streams beyond commission-based model
- Proprietary logistics infrastructure and driver network optimization
- Comprehensive merchant solutions reducing customer churn and increasing lifetime value
- International presence through Wolt acquisition expanding addressable market
Bear Case
2 risks
- Above-average volatility (beta 1.8).
- Growth premium of 5.8x vs sector peers. Significant premium - requires sustained high growth to justify.
Growth
Moderate growth ahead
Expansion of non-restaurant categories (groceries, convenience, retail)
Value
Growth premium of 5.8x vs sector peers. Significant premium - requires sustained high growth to justify.
Momentum
Hot
+38.9% over 3m
Quality
Strong
High-growth business (34% revenue growth, 51% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying DASH right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.46 vs $0.47 consensus (-1.7% surprise). Revenue of $4.5B vs $4.3B expected (+2.6%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-1.7%
Revenue trend · last 8Q
—
+25%
+21%
+25%
+27%
+38%
+33%
+36%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.7B
$2.9B
$3.0B
$3.3B
$3.4B
$4.0B
$4.0B
$4.5B
Margins · last 8Q
Gross
52.7%
Operating
10.1%
Profit
4.5%
Wall Street consensus
16 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
44%
Sell
6%
Median Price Target
—
Latest: Citi · Aug 24, 2026
vs Industry
How DASH stacks vs Internet Content & Information
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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