DASH

DoorDash, Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for DoorDash, Inc..

R40: 51$77.97B
$176.47+3.41 (+1.97%)● Live
Current Narrative

DoorDash dominates U.S. food delivery with 65%+ market share and is aggressively expanding internationally via Wolt and Deliveroo. Q3 2025 delivered 27% revenue growth to $3.45B with record DashPass/Wolt+ subscribers. The market overreacted to higher capex — investments in DashMart, autonomous delivery, and international expansion position the company for sustainable margins. Q4 2025 earnings due Feb 18. DCF analysis suggests 58% undervaluation. Grocery expansion continues with SNAP/EBT now at 50,000+ stores.

News

Latest Coverage

NewsFeb 17

DoorDash Reports Today Down 28%. Wall Street Still Says Buy.

DoorDash reports Q4 2025 earnings on Feb 18 after a brutal 28% selloff. Analysts expect $3.97B revenue and $0.58 EPS — but the real story is whether Deliveroo and retail expansion can justify a stock trading at 15x forward EBITDA.

R40
In-DepthFeb 7

Is DoorDash (DASH) Pricing Reflect Long Term Prospects After Recent Share Price Weakness

DCF analysis suggests DoorDash undervalued by ~58% at ~$182/share; examines revenue growth, margins, international expansion vs. high P/E but strong fundamentals.

In-DepthFeb 6

DoorDash: The Market Has Misjudged Higher Capex Spending This Year

Stock drop overreacts to increased capex for international growth, DashMart, and autonomous initiatives; notes strong U.S. profitability and record subscribers.

NewsFeb 5

DoorDash Brings the Beef to the Big Game with 50 Cent

DoorDash partners with Curtis '50 Cent' Jackson for a social media campaign tackling Big Game rivalries; promotes food delivery with humorous 'beef' resolution theme.

NewsFeb 5

DoorDash Buy Rating Upheld as Investments Signal Long-Term Growth Potential

Guggenheim maintains Buy rating with $275 target; highlights aggressive investments in Europe (Deliveroo/Wolt), DashMart, autonomous delivery, and global tech platform.

NewsFeb 2

Five New Grocers Join DoorDash, Expanding Fresh and Specialty Options Nationwide

Adds partnerships with Berkeley Bowl, Cermak Fresh Market, Harmons Grocery, and more to broaden grocery access for on-demand delivery.

See all news →
Rule of 402025 Q3
50.8
✓ Passing
Revenue Growth YoY+27.3%
+
FCF Margin+23.4%
History
39
Q1
38
Q2
51
Q3
ANALYST RATINGS
Buy$279
DASH
Outperform$280
Initiated
2026-01-14
Buy$260
Upgrade
2025-11-19
Outperform$260
Upgrade
2025-11-13
Buy$315
Resumed
2025-10-27
Equal Weight$272
Resumed
2025-10-24
See all 18 ratings →
Revenue
2025Q3$3.4B
*Qtr, USD
EPS
0
2025Q3$0.55
*Qtr, USD per share
P/E Ratio
2025Q3134.64
*Qtr, x
Free cash flow
2025Q3$808.0M
*Qtr, USD
Shares
Loading...
Cumulative FCF
2025Q3$3.8B
*Running total, USD
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
2025 Q42025-12-312026-02-18Link
2025 Q32025-09-302025-11-06Link
2025 Q22025-06-302025-08-06Link
2025 Q12025-03-312025-05-06Link
2024 Q42024-12-312025-02-11Link
2024 Q32024-09-302024-10-30Link
2024 Q22024-06-302024-08-01Link
2024 Q12024-03-312024-05-01Link
Background

Company History

ExchangeNASDAQ
IPO DateDec 9, 2020
Shares Outstanding441.81Mi
2013
Founding as Palo Alto Delivery
Stanford students Tony Xu, Evan Moore, Stanley Tang, and Andy Fang launch local delivery service from a dorm room; joins Y Combinator.
2015
Early Expansion and Funding Rounds
Expands to major cities (San Francisco, Boston, Chicago); secures Series B ($40M); builds merchant network and Dasher fleet.
2018
Overtakes Uber Eats in U.S. Market Share
Surpasses Uber Eats in U.S. food delivery sales; narrative shifts to serious competitor emphasizing local focus and merchant relationships.
2020
IPO and Pandemic Boom
Goes public in December 2020; benefits from COVID-driven surge in delivery demand; stock surges amid massive order volume growth.
2021
Acquisition of Wolt
Acquires European delivery platform Wolt for $8.1B; accelerates international expansion and adds grocery/retail capabilities.
2023
Grocery and New Verticals Growth
Expands DashMart (micro-fulfillment), SNAP/EBT integration; celebrates 10-year anniversary; narrative evolves to 'everything delivery' platform.
2025
International Acceleration and Tech Investments
Leverages Wolt/Deliveroo for Europe growth; invests in autonomous delivery and AI; achieves profitability milestones and record subscribers.
2026
Pre-Earnings Momentum and Diversification Push
Q4 2025 results due Feb 18; strong grocery expansions, 50 Cent marketing campaign, analyst Buy ratings; focus on long-term growth via international and tech innovation.
Leadership

Key Players

Tony Xu
Co-Founder & CEO
Co-founded DoorDash in 2013 as Stanford MBA student. Chinese immigrant, built largest US food delivery platform.
Ravi Inukonda
CFO
CFO since March 2023. Former Uber finance exec. Joined DoorDash in 2018.
Prabir Adarkar
President & COO
President since 2023. Also came from Uber. Oversees day-to-day operations.
Andy Fang
Co-Founder
Co-founded DoorDash with Tony Xu. Former CTO. Stanford CS grad.
Short Interest

Short interest data unavailable for DASH.

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