DASH
DoorDash, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for DoorDash, Inc.
DoorDash, Inc. operates a local-commerce platform that connects consumers with merchants and Dashers for on-demand delivery of food and other goods. Products include the DoorDash Marketplace, DashPass subscription, Drive white-label logistics for merchants, and advertising and fulfillment services. The company also operates internationally and has expanded into grocery, convenience, and other categories.
Coverage
DoorDash's $131.5 Million Settlement Hit Net Income, Not Adjusted EBITDA
DoorDash settled with New York City for $131.5 million — two-thirds of June-quarter GAAP net income, 14% of adjusted EBITDA, and reserved in the first half.
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 |
|---|---|
| 2020Q2 | 45M |
| 2020Q3 | 45M |
| 2021Q1 | 328M |
| 2021Q2 | 335M |
| 2021Q3 | 340M |
| 2022Q1 | 349M |
| 2022Q2 | 364M |
| 2022Q3 | 385M |
| 2023Q1 | 390M |
| 2023Q2 | 389M |
| 2023Q3 | 393M |
| 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.
