DoorDash, Inc.

DASH

$216.38

-2.53%

2026-09-04 11:10:40 EDT-$5.62

Communication Services

Internet Content & Information

NASDAQ

Active Trading

DoorDash, Inc. operates a comprehensive logistics platform globally and within the United States, linking merchants, consumers, and delivery personnel ('dashers'). Through its ...

Price Action of DASH

$216.38

-2.53%-$5.62

High—

Low—

52W High-24.2%

Rel. vol—

Interval

Range56m

Volume—SMA5SMA10

—

DoorDash, Inc. (NASDAQ: DASH) is a prominent player in the local commerce ecosystem, operating a comprehensive logistics platform globally, including in the United States. The company connects merchants, consumers, and independent delivery personnel (known as 'Dashers') through its primary marketplaces, DoorDash and Wolt. Founded in 2013 as Palo Alto Delivery ...DoorDash, Inc. (NASDAQ: DASH) is a prominent player in the local commerce ecosystem, operating a comprehensive logistics platform globally, including in the United States. The company connects merchants, consumers, and independent delivery personnel (known as 'Dashers') through its primary marketplaces, DoorDash and Wolt. Founded in 2013 as Palo Alto Delivery Inc., it was renamed DoorDash, Inc. in 2015 and is headquartered in San Francisco, California. The company went public on December 9, 2020. DoorDash's business model revolves around solving critical challenges for merchants, including customer acquisition, delivery logistics, data insights, merchandising support, payment processing, and customer assistance. Its product portfolio includes subscription-based services like DashPass and Wolt+, which offer members benefits such as reduced delivery fees. Additionally, DoorDash provides white-label delivery fulfillment through DoorDash Drive and Wolt Drive, enabling businesses to use its logistics network for their own deliveries. The company also offers DoorDash Storefront, allowing merchants to set up on-demand e-commerce websites, and Bbot, a solution for digital ordering and payment processing in-store and online. Financially, DoorDash has shown strong growth, with a market capitalization of approximately $92.9 billion as of the latest data. The company reported revenues of $15.9 billion over the trailing twelve months, with a gross profit margin of 51.4% and a net profit margin of 5.3%. It has invested heavily in R&D, with R&D expenses accounting for about 10.7% of revenue. The company's forward-looking growth is supported by its expansion into groceries, retail, and international markets, including the acquisition of Wolt in 2022. Key financial metrics include a price-to-earnings ratio of 109.93, an EV-to-EBITDA of 49.12, and a healthy current ratio of 1.37. Leadership is a key strength, with CEO and co-founder Tony Xu at the helm. Other co-founders include Andy Fang, Stanley Tang, and Evan Moore. The company employs over 31,000 people globally and has been recognized on the Fortune 500 list in 2024, ranking No. 443. DoorDash continues to innovate with app redesigns and new service offerings, aiming to build the last-mile logistics infrastructure for local commerce worldwide.ExpandCollapse

Founded

2013

Employees

31400

CEO

Tony Xu

Full Name

DoorDash, Inc.

Sector

Communication Services

Industry

Internet Content & Information

ROE

8.47%

Market Cap

$93.76B

Current Ratio

1.37

WACC

12.59%

ROIC

7.34%

Contact Information

https://www.doordash.com

650 487 3970

South Tower, San Francisco, CA 94107

Key Metrics of DASH

Snapshot

Latest / TTM · 6 periods

Market Cap

$93.76B

ROCE

7.5%

EV / EBITDA

51.16x

+2.2% YoY

FCF Yield

2.5%

+0.2% YoY

Cash Conversion Cycle

16.0d

Current Ratio

1.37

Quick take

TTM —

Positive CCC

Financial Highlights of DASH

Profitability trend

Latest / TTM · 6 periods

Gross Margin

51.4%

Net Margin

5.3%

P/E Ratio

114.43x

n/a

Debt / Equity

0.33

n/a

Current Ratio

1.37

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of DASH

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $0.83 · Revenue $4.56B · 22 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.84 · Revenue $4.79B · 21 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $2.62 · Revenue $17.85B · 29 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $0.85 · Revenue $4.94B · 15 analysts

Recent history

Aug 5, 2026
Q2 FY2026 · Results reported
EPS $0.46 · Revenue $4.45B
View filing
May 6, 2026
Q1 FY2026 · Results reported
EPS $0.42 · Revenue $4.04B
View filing
Feb 18, 2026
FY2025 · Annual results
EPS $2.13 · Revenue $13.72B
View filing
Nov 6, 2025
Q3 FY2025 · Results reported
EPS $0.55 · Revenue $3.45B
View filing
Aug 6, 2025
Q2 FY2025 · Results reported
EPS $0.65 · Revenue $3.28B
View filing
May 7, 2025
Q1 FY2025 · Results reported
EPS $0.44 · Revenue $3.03B
View filing

Financial Statements of DASH

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$13.7B	+27.9%	+10.4%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$935.0M	+660.2%	+9.3%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+50.9%	+5.3%	+4.0%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+5.3%	+1587.2%	+170.6%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+6.8%	+494.2%	-1.0%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$2.2B	+20.6%	+138.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+15.8%	-5.7%	+115.8%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	32.8%	+377.4%	+3.4%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.41x	-15.5%	-4.1%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$19.7B	+53.0%	-0.8%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	2.13 vs 2.25	-5.5%	0.46 vs 0.83	-44.5%
Revenue Surprise	$13.7B vs $13.8B	-0.4%	$4.5B vs $4.6B	-2.3%

Insider Transactions of DASH

Acquisitions (A)

Since Aug 25, 2026

Disposals (D)

Since Aug 25, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 25, 2026	Adarkar Prabir	officer: PRESIDENT AND COO	Class A Common Stock	A	43,550	$7.16
Aug 25, 2026	Adarkar Prabir	officer: PRESIDENT AND COO	Class A Common Stock	D	2,413	$227.75
Aug 25, 2026	Adarkar Prabir	officer: PRESIDENT AND COO	Class A Common Stock	D	3,298	$229.31
Aug 25, 2026	Adarkar Prabir	officer: PRESIDENT AND COO	Class A Common Stock	D	4,600	$230.44
Aug 25, 2026	Adarkar Prabir	officer: PRESIDENT AND COO	Class A Common Stock	D	20,744	$231.46

Earnings Call Transcript of DASH

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Hello, everyone. Thank you for joining us, and welcome to the DoorDash Q2 2026 Earnings Call. [Operator Instructions] I will now hand the call over to Weston Twigg. Please go ahead. Weston Twigg: Thanks, Connor. Good afternoon, everyone, and thanks for joining us for our Q2 2026 Earnings Call. I'm pleased to be joined today by Co-Founder, Chair and CEO Tony Xu; and CFO, Ravi Inukonda. We'll be making forward-looking statements during today's call, including without limitation, our expectations for our business, financial position, operating performance, profitability, our guidance, strategies, capital allocation approach, and broader economic environment. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those described. Many of these uncertainties are described in our SEC filings, including our most recent Form 10-K and 10-Q. You should not rely on forward-looking statements as predictions of future events or performance. We disclaim any obligation to update any forward-looking statements except as required by law. During this call, we will discuss certain non-GAAP financial measures. Information regarding our non-GAAP financial measures, including a reconciliation of such non-GAAP measures to the most directly comparable GAAP financial measures may be found in our earnings release, which is available on our Investor Relations website at ir.doordash.com. These non-GAAP measures should be considered in addition to our GAAP results and are not intended to be a substitute for our GAAP results. Finally, this call is being audio webcasted on our Investor Relations website. An audio replay of the call will be available on our website shortly after the call ends. Operator, I'll pass it back to you, and we can take our first question. Operator: [Operator Instructions] The first question comes from Michael Morton of MoffettNathanson. Michael Morton: I wanted to ask about the grocery business as you've talked about improving the unit economics. From our understanding, there are some grocers on the platforms who are -- your platform specifically, who are paying effectively zero or very low take rates, they came on, looking to see as you could drive demand and how well they could work with DoorDash. I was wondering if that's the case and then what the opportunity is to reprice these relationships going forward, maybe pushing some of the affordability burden that's lending on DoorDash right now back to the grocers. Tony Xu: Yes. Michael, it's Tony. I can start and feel free to chime in, Ravi. What I would say is like we see extremely strong performance in our grocery business. It's the fast-growing part of our marketplace business and we have very healthy relationships with all of the partners on the platform. I mean in terms of the economic relationships, I'm not going to really comment about anyone in particular. I mean what I will say is that when you are the fastest …

Leadership Team of DASH

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Prabir Adarkar	President & Chief Operating Officer	USD 457,729	Male	1978	Active
Keith Yandell	Chief Business Officer	USD 447,579	Male	1980	Active
Tony Xu	Co-Founder, Chief Executive Officer & Chair	USD 431,864	Male	1985	Active
Ravi Inukonda	Chief Financial Officer	USD 373,520	Male	1977	Active
Tia Sherringham	General Counsel & Secretary	USD 366,536	Female	1982	Active
Andy Fang	Head of LaunchPad & Director	USD 357,610	Male	1993	Active
Stanley Tang	Head of DoorDash Labs & Director	USD 357,399	Male	1994	Active
Gordon Lee	Chief Accounting Officer	—	Male	1979	Active
Andrew Rex Hargreaves	Vice President of Investor Relations	—	Male	—	Active
Ali Musa	Director of Corporate Communications	—	—	—	Active

Recent News of DASH

Fool - Investing News8/21/2026Neutral

Breakfast News: Week in Review

Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal

Zacks Investment Research8/20/2026Neutral

Philly Fed Hits 5-Year High

After yesterday's announcement that the U.S. Treasury was adding liquidity to the long-term (30 year) bond market, we saw an immediate bump to pre-market indexes as bond yield rates dropped. In one day, that seems to have turned around: the 30-year bond is now back up to +5.25%, the 10-year at +4.71% and the 2-year +4.19%.

24/7 Wall Street8/18/2026Neutral

Serve Robotics Sinks 7% as Guidance Cut Overshadows Grubhub Deal; Symbotic Drops 5%, DoorDash Ticks Up

Shares of Serve Robotics (NASDAQ:SERV) are sinking 7% to $4.55 Tuesday afternoon, fully reversing Monday's Grubhub-fueled rally.

GuruFocus8/18/2026Neutral

Gap and Gap Factory Land on DoorDash Just in Time for First-Day Fits

DoorDash, Inc. (Nasdaq: DASH), a global leader in local commerce, and Gap, a global apparel and accessories retailer, today announced a partnership that makes i

Business Wire8/18/2026Neutral

Gap and Gap Factory Land on DoorDash Just in Time for First-Day Fits

SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (Nasdaq: DASH), a global leader in local commerce, and Gap, a global apparel and accessories retailer, today announced a partnership that makes it easier than ever for consumers to shop the styles they love on-demand, just in time for back-to-school. Consumers nationwide can now get their favorites for the whole family, from kids' first-day fits to everyday fall essentials, delivered to their doors through DoorDash. Gap Factory is also joining the.

Historical Employee Count of DASH

Current

31,400

Change

+32.49%

Minimum

8,600

Maximum

31,400

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	31,400	10-K	Feb 18, 2026	View
Dec 31, 2024	23,700	10-K	Feb 14, 2025	View
Dec 31, 2023	19,300	10-K	Feb 20, 2024	View
Dec 31, 2022	16,800	10-K	Feb 27, 2023	View
Dec 31, 2021	8,600	10-K	Mar 1, 2022	View

DoorDash, Inc.