Financial Performance
5Y price score: 13
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: (2.8)%
US$ Per
Share
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143.3
52-week range
285.5
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.2 %
Dividend Yield TTM
-
Market cap $
$ 80,233
Price / Earnings TTM
87.7
Price / Book TTM
7.9
PEG TTM
0.1
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(21.6) %
10 %
(2.8) %
Free cash flow per share growth
18.1 %
231.7 %
-
Earnings per share growth
634.5 %
128.8 %
-
Business Summary:
Latest Earnings Call Takeaways
2026 Q1 (May 6, 2026)
1) Strategy & Leadership - DoorDash continues to focus on enhancing the end-to-end shopping experience, integrating AI capabilities to improve product discovery and customer interactions. - The company aims to become the operating system for local commerce, expanding partnerships, notably with Lyft, and exploring potential collaborations with travel platforms like Airbnb and Booking.com. - CEO Tony Xu emphasized the importance of being best-of-breed in membership experiences, which is reflected in record engagement in DashPass and other membership programs.
2) Financial & Segment Results - DoorDash reported strong growth metrics, with record engagement in subscription services and significant market share gains across various regions. - The company is investing several hundred million dollars into its global tech infrastructure, which is expected to enhance feature development velocity and improve unit economics. - The impact of the gas rewards program is projected to cost around $50 million in Q2, with ongoing efforts to find offsets in the business.
3) Operational Plans & Product Development - DoorDash is actively working on improving its grocery delivery service, aiming to close the gap between online and offline shopping experiences by enhancing accuracy and inventory management. - The company is also focused on scaling its DashMart Fulfillment Services to improve the grocery experience and drive profitability. - The integration of AI tools is expected to streamline merchant onboarding and enhance the overall user experience.
4) Guidance & Outlook - DoorDash maintains a positive outlook for 2026, expecting EBITDA margins to be slightly higher than in 2025, with continued growth in subscription services and overall demand. - The company is optimistic about achieving gross profit breakeven in new verticals by the second half of the year, driven by improvements in selection, quality, and customer experience. - The tech replatforming is on track, with expectations that the transition will lead to improved operational efficiency and cost savings in the future.
5) Problems / Headwinds - The company faces challenges in the competitive landscape, particularly in Europe, where Uber is becoming more aggressive. - Weather-related disruptions and the introduction of gas rewards have impacted growth rates, but underlying demand remains strong. - There is a need for continuous improvement in grocery delivery to match customer expectations and compete effectively with in-store shopping.
Bottom line: DoorDash is strategically positioned for growth, leveraging AI and partnerships to enhance its service offerings while maintaining a strong focus on profitability and operational efficiency. The company is optimistic about its future prospects, despite facing competitive pressures and operational challenges.
Annual Reports, Presentations And IR Contacts
Go to the websiteDoorDash, Inc. — Financial Overview, Stock Price, Market Cap
DoorDash, Inc. is a company. Founded in 2013. As of July 20, 2026, the company's market capitalization is $80233242523 with a current stock price of $184.14.
