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DASH

DoorDash, Inc.

DASH

NASDAQ·Communication Services·Internet Content & Information·Mkt cap $82.3B

$192.01

+1.66%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$143.30 - $285.50

P/E

91.43

Fwd P/E

60.07

Beta

1.81

Div Yield

0.00%

Avg Vol

4.9M

Shares Out

435.7M

Mkt Cap

$82.3B

Price action

Price chart

Down 20.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 4.5x 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 4.5x vs sector peers. Significant premium - requires sustained high growth to justify.

Momentum

Hot

+20.7% over 3m

Quality

Strong

High-growth business (31% revenue growth, 51% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.42 vs $0.36 consensus (+15.8% surprise). Revenue of $4.0B vs $4.2B expected (-2.8%).

EPS beat +15.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+15.8%

Next: Apr 30, 2026

Revenue trend · last 8Q

+25%

+21%

+25%

+27%

+38%

+33%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$2.6B

$2.7B

$2.9B

$3.0B

$3.3B

$3.4B

$4.0B

$4.0B

Margins · last 8Q

Gross

50.6%

Operating

3.7%

Profit

4.5%

Wall Street consensus

21 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

15

71%

Hold

6

29%

Sell

0%

Median Price Target

$278.00

+44.8% vs $192.01

Low $200.00
Median $278.00
High $350.00

Latest: Citi · Jun 22, 2026

8 analysts covering

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.