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Company Analysis

DoorDash, Inc. DASH

A comprehensive view of key metrics, scores, and financial health for DoorDash, Inc.

Overview of DoorDash, Inc.

DASH NMS
Communication Services Internet Content & Information Framework: Software & SaaS Large Cap
DoorDash, Inc. (DASH), is a Large Cap company, in the Internet Content & Information industry, last closed at $190.07, about 59.7% overvalued vs fair value, -3.3% 1Y return, placing in the top 25% of its sector.
Metrics P/E 106.5× Rev Growth 27.9% ROE 10.5% Gross Margin 50.9%
USD 190.07
6.19%
(Delayed)
• Vol 90d: 43.9%
52-Week Range
Market Cap
$82.87B
Enterprise Value
$81.18B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Good
Valuation
Good
Completeness: 88%
Confidence: 91%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.doordash.com
HQ San Francisco, CA
Employees 31,400
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$69
$77
$85
Current: $190.07 -60% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$13.7B
27.9%%
Gross Profit
$7.0B
34.7%%
Operating Income (GAAP)
$723.0M
2002.6%%
Operating Cash Flow
$2.4B
14%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
50.9%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
2/4
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating DoorDash, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.67).
  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.73), showing scalable economics.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
59
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing DASH's balance between Growth (40.8%), Profitability (31.8%), and Safety (27.4%). Growth 41% Safety 27% Profitability 32%

Click axes to expand details. Marker shows current allocation.

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Growth

79th percentile vs peers
80
Key Signals
Rev Growth YoY 27.9% 80p Revenue CAGR 3Y 27.7% 82p Def Rev Growth 38.1% 83p EPS Growth YoY 6.12 96p Buyback % 3.5% 40p
Strengths
  • Rev Growth YoY in top 20% of peers (27.9%, 80th percentile)
  • Revenue CAGR 3Y in top 20% of peers (27.7%, 82th percentile)
  • Def Rev Growth in top 20% of peers (38.1%, 83th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (88%)
Risks

No significant risks identified for this axis.

Profitability

62th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
53
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for DoorDash, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$76.58
- - -
-59.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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