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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 $200.44, about 61.8% overvalued vs fair value, -22.3% 1Y return, ranked 97/271 in sector.
Metrics P/E 106.5× Rev Growth 27.9% ROE 10.5% Gross Margin 50.9%
USD 200.44
-5.33%
(Delayed)
• Vol 90d: 47.4%
52-Week Range
Market Cap
$83.81B
Enterprise Value
$82.69B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 55%
Updated: Sep 12
Top Beats

Quick Facts

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

Next Events

Earnings Nov 4 Estimated

Fair Value Snapshot

Bear Base Bull
$69
$77
$85
Current: $200.44 -62% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$13.7B
27.9%%
Gross Profit
$7.0B
34.7%%
Operating Income
$725.0M
2007.9%%
Net Income
$935.0M
660.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
195.3%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
1
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

  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.75), showing scalable economics.
  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.66).

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
54
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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 (40.1%), Profitability (31.3%), and Safety (28.6%). Growth 40% Safety 29% Profitability 31%

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% 81p Revenue CAGR 3Y 27.7% 81p Def Rev Growth 38.1% 84p EPS Growth YoY 6.12 96p Buyback % 3.5% 40p
Strengths
  • Rev Growth YoY in top 20% of peers (27.9%, 81th percentile)
  • Revenue CAGR 3Y in top 20% of peers (27.7%, 81th percentile)
  • Def Rev Growth in top 20% of peers (38.1%, 84th percentile)
  • Net Debt/EBITDA in top 20% of peers (-6.66, 91th percentile)
  • Superior capital returns - 2 return metrics above peer median
Risks

No significant risks identified for this axis.

Profitability

62th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
57
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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:

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  • 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
$76.63
- - -
-61.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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