Inside the research
DoorDash, Inc.
DASH Research profile · latest available data
Price overview
$193.36
▲ +5.83 (+3.1%)
| 52w hi | $281.74 |
|---|---|
| 52w lo | $146.60 |
| Vol | 2.87M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.14
| Short | +0.08 |
|---|---|
| Medium | -0.23 |
| Long | -0.42 |
computed 2026-09-27
Key fundamentals
DoorDash, Inc.
Consumer Cyclical · Internet Retail
| Market cap | $83.78B |
|---|---|
| Enterprise value | $81.75B |
| Trailing P/E | 101.24x |
| Forward P/E | 23.74x |
| EV / EBITDA | 56.93x |
| P / S (ttm) | 5.27x |
| Profit margin | 5.3% |
| Return on equity | 8.9% |
| Revenue growth | +35.6% |
| Earnings growth | -30.0% |
| Debt / equity | 33.28 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.09 | |
| Sector | -0.03 | |
| Technical | -0.02 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally. The company operates DoorDash Marketplace, Wolt Marketplace, and Deliveroo Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers consumer membership programs, DashPass, Wolt+, and Deliveroo Plus; advertising as a value-added service through its marketplaces; and white-label delivery fulfillment services, as well as services that help merchants establish online ordering, build branded mobile apps, manage reservations and in-store dining, manage consumer relationships, enable tableside order and pay, and improve customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 1.37 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 43.0% |
| Annual ret | +25.6% |
| Sharpe | 0.59 |
| Max DD | -48.0% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $246.34 |
|---|---|
| High / Low | $330.00 / $193.00 |
| Median | $250.00 |
| Analysts | 42 |
| Strong Buy | 8 | |
|---|---|---|
| Buy | 26 | |
| Hold | 10 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-08 | Susquehanna | → Positive |
| 2026-05-08 | Citigroup | → Buy |
| 2026-05-07 | Wells Fargo | → Equal-Weight |
| 2026-05-07 | UBS | → Neutral |
| 2026-05-07 | Truist Securities | → Buy |
| 2026-05-07 | Piper Sandler | → Neutral |
Officers & Board
| Founder | Tony Xu current |
|---|
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-11 | Shareholder Vote | read |
| 2026-08-05 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-12 | Shareholder Vote, Other Material Event | read |
| 2026-05-06 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-18 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-20 | Officer / Director Change | read |
| 2025-11-05 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-02 | Reg FD Disclosure, Other Material Event… | read |
| 2025-08-06 | Earnings Release, Reg FD Disclosure… | read |
| 2025-06-26 | Shareholder Vote | read |
| 2025-06-02 | Material Agreement, Material Obligation… | read |
| 2025-05-28 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-07 | Lin Alfred | J | 7.03M | — | |
| 2026-08-07 | Lin Alfred | J | 996.94K | — | |
| 2026-08-07 | Lin Alfred | J | 301.87K | — | |
| 2026-08-07 | Tang Stanley | Director | J | 10.36K | — |
| 2026-08-07 | Xu Tony | Director, Officer, 10%Own | J | 8.16K | — |
| 2026-08-06 | Fang Andy | Director | J | 15.00K | — |
| 2026-08-06 | Fang Andy | Director | Sell | 15.00K | $3.23M |
| 2026-08-03 | Tang Stanley | Director | Sell | 1.67K | $334.20K |
| 2026-08-03 | Tang Stanley | Director | J | 67.69K | — |
| 2026-08-03 | Tang Stanley | Director | Sell | 900 | $179.09K |
Flow & Concentration
| Insider 180d net | -$39.43M |
|---|---|
| Insider buys / sells | 0 / 46 |
| Insider bias | Sellers |
| 13F holders | 11 |
| Top-5 share | 97.1% |
| HHI | 3,962 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $2.97B | 16.10M |
| Fidelity / FMR LLC | $971.71M | 5.27M |
| Capital Research / Capital World | $439.76M | 2.38M |
| Citadel Advisors | $364.16M | 1.97M |
| Renaissance Technologies | $164.13M | 889.48K |
| Ark Invest | $70.15M | 380.14K |
| AQR Capital Management | $63.48M | 343.99K |
| Tiger Global Management | $4.68M | 25.34K |
| Bridgewater Associates | $4.35M | 23.59K |
| T. Rowe Price Group | $2.72M | 14.72M |
As of 2026-06-30
Connections
Subsidiarys: WKL.AS, Deliveroo
SEC Filings
The Long Run
FY 2020–2025 · 6 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $10.72B | +64.7% | |
| Operating income | -$38.00M | — | |
| Net income | $123.00M | — | |
| Cash from ops | $2.43B | +57.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $187.82 | $193.67 | $187.53 | $193.36 | 2.87M |
| Sep 24 | $189.00 | $192.56 | $182.14 | $187.53 | 5.53M |
| Sep 23 | $190.63 | $191.36 | $184.85 | $189.27 | 5.83M |
| Sep 22 | $198.04 | $200.59 | $191.98 | $192.21 | 5.22M |
| Sep 21 | $193.85 | $194.95 | $188.71 | $193.83 | 5.05M |
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