DASH
DoorDash, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for DoorDash, Inc..
Coverage
DoorDash Broke Out of Its Rule of 40 Band and Missed on EPS Anyway
DoorDash Q2: revenue $4.5B up 36%, adjusted EBITDA $914M up 40%, EPS $0.46 against a $0.50 consensus. The R40 score cleared 52 after three quarters at 46-51.
DoorDash Reports Tonight With a Rule of 40 Score Stuck in the Mid-Forties and an EPS Line That Keeps Falling
DoorDash reports August 5 with consensus at $0.50 on $4.32B — a 23% earnings decline against 31% revenue growth, and a Rule of 40 stuck in the mid-forties.
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.
Where the revenue goes next
Latest: $4.45B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $2.51B |
| 2024Q2 | $2.63B |
| 2024Q3 | $2.71B |
| 2024Q4 | $2.87B |
| 2025Q1 | $3.03B |
| 2025Q2 | $3.28B |
| 2025Q3 | $3.45B |
| 2025Q4 | $3.96B |
| 2026Q1 | $4.04B |
| 2026Q2 | $4.45B |
Latest: $0.46 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$0.06 |
| 2024Q2 | -$0.38 |
| 2024Q3 | $0.38 |
| 2024Q4 | $0.33 |
| 2025Q1 | $0.44 |
| 2025Q2 | $0.65 |
| 2025Q3 | $0.55 |
| 2025Q4 | $0.48 |
| 2026Q1 | $0.42 |
| 2026Q2 | $0.46 |
Latest: 96.6 (2026Q2)
| Period | Value |
|---|---|
| 2024Q4 | 566.5 |
| 2025Q1 | 226.5 |
| 2025Q2 | 133.8 |
| 2025Q3 | 134.6 |
| 2025Q4 | 106.3 |
| 2026Q1 | 71.5 |
| 2026Q2 | 96.6 |
Latest: $883M (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $536M |
| 2024Q2 | $507M |
| 2024Q3 | $499M |
| 2024Q4 | $486M |
| 2025Q1 | $561M |
| 2025Q2 | $438M |
| 2025Q3 | $808M |
| 2025Q4 | $367M |
| 2026Q1 | $537M |
| 2026Q2 | $883M |
Latest: 439M (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | 405M |
| 2024Q2 | 410M |
| 2024Q3 | 428M |
| 2025Q1 | 436M |
| 2025Q2 | 438M |
| 2025Q3 | 442M |
| 2026Q1 | 442M |
| 2026Q2 | 439M |
Latest: $5.62B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $536M |
| 2024Q2 | $1.04B |
| 2024Q3 | $1.54B |
| 2024Q4 | $2.03B |
| 2025Q1 | $2.59B |
| 2025Q2 | $3.03B |
| 2025Q3 | $3.83B |
| 2025Q4 | $4.20B |
| 2026Q1 | $4.74B |
| 2026Q2 | $5.62B |
Latest earnings
Company History
Stanford students Tony Xu, Evan Moore, Stanley Tang, and Andy Fang launch local delivery service from a dorm room; joins Y Combinator.
Expands to major cities (San Francisco, Boston, Chicago); secures Series B ($40M); builds merchant network and Dasher fleet.
Surpasses Uber Eats in U.S. food delivery sales; narrative shifts to serious competitor emphasizing local focus and merchant relationships.
Goes public in December 2020; benefits from COVID-driven surge in delivery demand; stock surges amid massive order volume growth.
Acquires European delivery platform Wolt for $8.1B; accelerates international expansion and adds grocery/retail capabilities.
Expands DashMart (micro-fulfillment), SNAP/EBT integration; celebrates 10-year anniversary; narrative evolves to 'everything delivery' platform.
Leverages Wolt/Deliveroo for Europe growth; invests in autonomous delivery and AI; achieves profitability milestones and record subscribers.
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.
Key Players
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Funds we follow holding DASH
By latest reported 13F position value. Market value at quarter-end, not cost basis.
