DoorDash Inc
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DoorDash Inc AI Insights
Informational only. Not investment advice.Snapshot
- Revenue growth 27% TTM (vs 3.4% industry median) while turning first sustained profit - 863M net income TTM vs losses historically[Total Revenue 1Y Growth]
- FCF of 2.0B TTM (15.8% margin) vs 61M industry median - cash generation inflecting despite heavy R&D spend (1.3B TTM)[Free Cash Flow TTM]
- Goodwill 3.6B is 38% of equity - Wolt acquisition integration risk, but manageable vs peers with 80%+ ratios[Goodwill]
Watch Triggers
- Total Revenue 1Y Growth: Falls below 15% — Growth deceleration without margin expansion invalidates premium multiple thesis
- Operating Margin TTM: Fails to reach 10% within 2 years — Would confirm structural margin ceiling in gig economy model
- Free Cash Flow TTM: Declines below 1.5B — FCF conversion is key proof point for sustainable profitability
Bull Case
Market leader with 27% revenue growth and newly profitable - FCF of 2.0B funds expansion without dilution. 5Y revenue CAGR 31% shows durable demand.
Balance sheet fortress: 3.3B cash vs 3.2B debt (0.34 D/E), 5.4B working capital. Can weather competition and fund M&A.
Bear Case
P/E 114x and P/S 7.9x (vs 1.4x median) prices perfection. Any growth deceleration or margin miss punishes valuation severely.
Operating margin only 5.5% despite scale - gig economy economics may cap profitability. ROE 10% and ROIC 8% below cost of capital.
Bull vs Bear Balance
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Forward Thesis
Operating leverage to expand margins as growth moderates from 27% toward 15%
- Fixed cost absorption on 12.6B revenue base
- R&D (10% of rev) yields efficiency gains
- Gross margin stable at 50% TTM
Valuation Context
Caveats
Public Strategies Rankings
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DASH Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$69.29B | — | ||
$68.21B | — | ||
73 | — | ||
$13.72B | +27.9% | — | |
$2.13 | +636.0% | — | |
5.29% | +5.6% | — | |
6.82% | +5.7% | — | |
$1.83B | +1.3% | — | |
10.5% | +8.8% | — | |
Beta 5Y (Monthly) | unknown | — |
DASH Dividend History
DASH Stock Splits
DASH SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
02/18/26 | 12/31/25 | 10-K | |
11/06/25 | 09/30/25 | 10-Q | |
08/06/25 | 06/30/25 | 10-Q | |
05/07/25 | 03/31/25 | 10-Q | |
02/14/25 | 12/31/24 | 10-K | |
10/30/24 | 09/30/24 | 10-Q | |
08/01/24 | 06/30/24 | 10-Q | |
05/01/24 | 03/31/24 | 10-Q | |
02/20/24 | 12/31/23 | 10-K | |
11/01/23 | 09/30/23 | 10-Q | |
08/02/23 | 06/30/23 | 10-Q | |
05/05/23 | 03/31/23 | 10-Q | |
02/27/23 | 12/31/22 | 10-K | |
11/04/22 | 09/30/22 | 10-Q | |
08/05/22 | 06/30/22 | 10-Q | |
05/06/22 | 03/31/22 | 10-Q | |
03/01/22 | 12/31/21 | 10-K | |
11/10/21 | 09/30/21 | 10-Q | |
08/13/21 | 06/30/21 | 10-Q | |
05/14/21 | 03/31/21 | 10-Q | |
03/05/21 | 12/31/20 | 10-K | |
12/09/20 | 09/30/20 | 424B4 | |
08/13/21 | 06/30/20 | 10-Q | |
05/14/21 | 03/31/20 | 10-Q | |
12/09/20 | 12/31/19 | 424B4 |