DoorDash Dirección
Dirección controles de criterios 3/4
El CEO de DoorDash es Tony Xu , nombrado en May 2013, tiene una permanencia de 13.25 años. compensación anual total es $431.86K, compuesta por 69.5% salario y 30.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.29% de las acciones de la empresa, por valor de $2.11B. La antigüedad media del equipo directivo y de la junta directiva es de 4.6 años y 7 años, respectivamente.
Información clave
Tony Xu
Chief Executive Officer (CEO)
US$431.9k
Compensación total
| Porcentaje del salario del CEO | 69.47% |
| Permanencia del CEO | 13.3yrs |
| Participación del CEO | 2.3% |
| Permanencia media de la dirección | 4.6yrs |
| Promedio de permanencia en la Junta Directiva | 7yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • Aug 12
We Like The Quality Of DoorDash's (NASDAQ:DASH) Earnings
DoorDash, Inc.'s ( NASDAQ:DASH ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Actualización de narrativa • Aug 07
DASH: Order Momentum And Margin Uncertainty Will Constrain Future Return Potential
DoorDash's updated analyst price target has edged higher from $172.00 to about $176.02. Analysts cite stronger Q2 order trends, better margins, and ongoing technology investments as factors they believe can support sustained mid-to-high teens growth and improved earnings power.Seeking Alpha • Aug 04
DoorDash: Recent Acquisitions Reveal The Company's Growth Strategy Ahead Of Q2 Earnings
Summary DoorDash is evolving beyond food delivery, leveraging strategic acquisitions to build a comprehensive local commerce stack. Recent acquisitions—Deliveroo, SevenRooms, and Symbiosys—expand DASH's international reach, CRM capabilities, and off-platform advertising, deepening its merchant and consumer ecosystem. DASH's core business remains robust, with Q1 2026 organic Marketplace GOV up 24% and accelerating partner signups via SevenRooms. Despite premium valuation metrics, DASH's superior revenue growth and expanding verticals justify its high-growth profile relative to peers. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 02
DASH: Retail And Grocery Expansion Will Drive Long Term Profitability
Analysts have trimmed their fair value estimates and price targets on DoorDash, with several cuts ranging from about $3 to $35. The revisions reflect more cautious assumptions on growth, margins and P/E multiples, even as analysts highlight stable user trends, a solid balance sheet and ongoing expansion in grocery and international markets.Actualización de narrativa • Jun 18
DASH: Local Commerce And Ads Expansion Will Offset Sector Multiple Pressure
Analysts have trimmed their fair value estimate for DoorDash to $172.00 from $198.00, reflecting updated assumptions around higher discount rates, slightly softer revenue growth, and a lower future P/E multiple, even as they still point to steady user trends and ongoing category and international expansion. Analyst Commentary on DoorDash Recent Street commentary around DoorDash points to a mix of optimism on user activity and category expansion, alongside a clear reset in valuation expectations as several bearish analysts revise their price targets lower.Artículo de análisis • Jun 16
DoorDash (DASH) Stock Could Be 31.7% Undervalued After Strong Q1 And Product Launches
Why DoorDash stock is back in focus after Q1 and product launches DoorDash (DASH) is back on many watchlists after strong first quarter financial results, new ad products, and AI driven features like Ask DoorDash, all supported by a more supportive macro backdrop. The first quarter update, which included a 38% change in total revenue and earnings ahead of market expectations, has been paired with rapid progress in higher margin areas such as DoorDash Ads and partnerships with retailers like...
Actualización de narrativa • Jun 04
DASH: Local Commerce Expansion And Margin Gains Will Support Future Upside
DoorDash’s updated analyst price target edges lower to about $246 from roughly $251, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, and stronger profit margin expectations, alongside a reduced future P/E of around 43x. Analyst Commentary Recent Street research on DoorDash shows a mix of optimism and caution, with several firms adjusting price targets both higher and lower and a new bullish initiation.Actualización de narrativa • Apr 30
DASH: Offensive Reinvestment In Local Commerce Operating System Will Support Future Upside
Narrative Update DoorDash's implied fair value in the model has edged down by about $1 to roughly $250.93, as analysts broadly recalibrated price targets using slightly lower P/E multiples and higher ongoing investment assumptions, even while acknowledging resilient order growth, improving unit economics across newer categories, and easing concerns around AI driven disintermediation. Analyst Commentary Recent research on DoorDash shows a mix of optimism about long term growth drivers and caution around valuation, investment intensity, and the impact of sector wide multiple compression.Actualización de narrativa • Apr 14
DASH: Offensive Reinvestment And AI Relief Will Support Future Upside
DoorDash's analyst-derived fair value estimate has edged down by about $6 to roughly $252, as analysts recalibrate their models for higher discount rates and sector multiple pressure, while still reflecting generally constructive views on long term growth, reinvestment plans and AI related risks. Analyst Commentary Recent research updates on DoorDash point to a more mixed setup, with target prices generally drifting lower while many firms still highlight constructive elements of the story around growth, reinvestment and AI related risk.Actualización de narrativa • Mar 31
DASH: Local Commerce Platform Investments Will Outweigh Multiple Compression Concerns
DoorDash's updated analyst price target moves lower to $198, as analysts factor in slightly softer revenue growth and margin assumptions, alongside higher future P/E expectations and ongoing sector wide multiple pressure. Analyst Commentary Recent research updates around DoorDash cluster around two themes: softer near term profit expectations and pressure on valuation multiples across the broader tech and internet peer group.Actualización de narrativa • Mar 17
DASH: Offensive Commerce Investments And AI Relief Will Support Future Upside
DoorDash's analyst price target edges slightly lower by about $3, reflecting modestly reduced fair value and P/E assumptions, even as analysts point to solid Q4 execution, ongoing investment plans, and easing fears around AI driven disintermediation following OpenAI's reported pivot away from native ChatGPT checkout. Analyst Commentary Recent research paints a mixed picture around DoorDash, with many firms trimming price targets while still pointing to resilient execution, healthy order trends, and a clearer outlook on AI related risks.Actualización de narrativa • Mar 03
DASH: Offensive Global Commerce Investments And AI Integrations Will Drive Future Upside
Analysts have trimmed their DoorDash fair value estimate from $274.69 to $260.90, citing lower projected revenue growth and profit margins, slightly higher discount rates, and a richer assumed future P/E that have filtered through updated models following recent price target resets across the Street. Analyst Commentary Street research on DoorDash is mixed, with many firms trimming price targets while keeping positive ratings, and a smaller group leaning more cautious.Actualización de narrativa • Feb 17
DASH: Global Tech Platform And AI Partnerships Will Drive Future Upside
Analysts have trimmed their DoorDash fair value estimate by about $2 to $274.69, reflecting slightly lower assumed profit margins and a modestly reduced future P/E multiple, even as revenue growth expectations hold steady. Analyst Commentary Recent Street research around DoorDash shows a mix of enthusiasm and caution, with several firms adjusting price targets and ratings as they reassess the company’s profit trajectory, cost profile, and long term growth plans.Actualización de narrativa • Feb 03
DASH: Future Tech Platform Investments Will Drive Long Term Profitability
Our updated fair value estimate for DoorDash edges lower to about $342 per share from roughly $357, as analysts balance a series of mixed price target revisions with expectations for faster revenue growth, slightly leaner margins, and a more moderate future P/E multiple. Analyst Commentary Recent research on DoorDash reflects a split tape, with several downward price target revisions offset by a cluster of more optimistic views, including target hikes and an upgrade to a more positive rating.Actualización de narrativa • Jan 20
DASH: Tech Replatforming And AI Investments Will Reshape Margins And Sentiment
Narrative update The analyst price target for DoorDash has been reset lower, with our fair value estimate moving from about $231 to $212 as analysts factor in higher projected revenue growth, slightly softer margin expectations tied to heavier tech and platform investment, and a reduced future P/E multiple, despite broadly constructive research commentary on the company. Analyst Commentary Recent research on DoorDash has been generally constructive, but it also highlights a set of risks that investors should weigh carefully.Actualización de narrativa • Jan 05
DASH: Unified Global Tech Platform And Deliveroo Integration Will Drive Future Upside
Analysts have trimmed their price target on DoorDash by a fractional amount to approximately $276 per share. This reflects a slightly higher discount rate but modestly stronger revenue growth expectations, as recent research points to resilient order momentum, an underappreciated execution track record, and long term upside from tech investments despite near term margin pressure.Actualización de narrativa • Dec 15
DASH: Global Grocery Expansion And Deliveroo Integration Will Drive Shares Higher
We are nudging our DoorDash analyst price target slightly higher to approximately $276 per share, as analysts argue that resilient U.S. marketplace growth, strengthening grocery and retail momentum, and underappreciated returns on stepped-up tech and Deliveroo investments more than offset modestly higher risk and near-term margin pressure. Analyst Commentary Recent Street research reflects a broadly constructive stance on DoorDash, with most firms emphasizing enduring growth in the core U.S. restaurant marketplace, improving traction in grocery and retail, and a longer runway from the Deliveroo integration, even as near term profitability comes under pressure.Actualización de narrativa • Dec 01
DASH: Expanded U.S. Market Partnerships And Drone Delivery Will Drive Shares Higher
DoorDash’s analyst price target has been revised up slightly by $0.98 to $276.17. Analysts cite strong execution, resilient revenue growth, and optimism for the company's long-term investments and market positioning.Actualización de narrativa • Nov 17
DASH: Accelerating Expansion Into Grocery And Retail Will Drive Outperformance Ahead
Analysts have lowered their average price target for DoorDash by approximately $27 to $275, citing continued strong revenue growth and margin improvement as well as increased near-term investment in technology and global expansion. Analyst Commentary Recent Street research on DoorDash reflects a range of perspectives, as analysts weigh the company's impressive operational trends and investments against emerging pressures on margins and competition.Artículo de análisis • Nov 13
The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%
DoorDash, Inc. ( NASDAQ:DASH ) shares have had a horrible month, losing 28% after a relatively good period beforehand...Actualización de narrativa • Nov 02
DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
DoorDash’s analyst price target has increased modestly to $302.53, as analysts point to stronger revenue growth expectations from the integration of Deliveroo and continued momentum in the core delivery business. This is partially offset by a slight decrease in projected profit margins.Actualización de narrativa • Oct 18
Expanding International Markets And Automation Will Drive Future Success
DoorDash's fair value price target has been modestly increased by analysts to approximately $300.72. This reflects confidence in accelerating revenue growth and improved profit margin projections amid ongoing partnerships and competitive positioning.Actualización de narrativa • Oct 04
Expanding International Markets And Automation Will Drive Future Success
DoorDash’s analyst fair value price target has increased slightly to $298.19. Analysts cite continued momentum in core operations, integration of recent acquisitions, and stable demand trends as key drivers for the adjustment.Actualización de narrativa • Sep 10
Expanding International Markets And Automation Will Drive Future Success
DoorDash’s analyst price target increased modestly to $294.19 as strong Q2 results, ongoing order growth, new verticals, and accretive acquisitions (including Deliveroo) bolstered long-term growth optimism, though rising competition remains a key risk. Analyst Commentary Bullish analysts raised price targets driven by strong Q2 results, including beats on Gross Order Value, revenue, and adjusted EBITDA, combined with continued order frequency growth and positive demand trends.Actualización de narrativa • Aug 08
Expanding International Markets And Automation Will Drive Future Success
Driven by improvements in net profit margin and revenue growth forecasts, the analyst consensus price target for DoorDash has been raised from $244.50 to $284.74. What's in the News DoorDash launched major updates to its advertising platform, introducing AI-powered tools and acquiring Symbiosys for $175 million to expand offsite advertising capabilities, supporting a $1B+ ad revenue run-rate.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$841m |
| Mar 31 2026 | n/a | n/a | US$926m |
| Dec 31 2025 | US$432k | US$300k | US$935m |
| Sep 30 2025 | n/a | n/a | US$863m |
| Jun 30 2025 | n/a | n/a | US$781m |
| Mar 31 2025 | n/a | n/a | US$339m |
| Dec 31 2024 | US$319k | US$300k | US$123m |
| Sep 30 2024 | n/a | n/a | -US$172m |
| Jun 30 2024 | n/a | n/a | -US$407m |
| Mar 31 2024 | n/a | n/a | -US$420m |
| Dec 31 2023 | US$316k | US$300k | -US$558m |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$300k | US$300k | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$880m |
| Jun 30 2022 | n/a | n/a | -US$686m |
| Mar 31 2022 | n/a | n/a | -US$525m |
| Dec 31 2021 | US$300k | US$300k | -US$468m |
| Sep 30 2021 | n/a | n/a | -US$625m |
| Jun 30 2021 | n/a | n/a | -US$567m |
| Mar 31 2021 | n/a | n/a | -US$442m |
| Dec 31 2020 | US$414m | US$300k | -US$461m |
| Sep 30 2020 | n/a | n/a | -US$283m |
| Jun 30 2020 | n/a | n/a | -US$392m |
| Mar 31 2020 | n/a | n/a | -US$606m |
| Dec 31 2019 | US$300k | US$300k | -US$668m |
Compensación vs. Mercado: La compensación total de Tony($USD431.86K) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.39M).
Compensación vs. Ingresos: La compensación de Tony ha aumentado más de un 20% en el último año.
CEO
Tony Xu (41 yo)
13.3yrs
Permanencia
US$431,864
Compensación
Mr. Tony Xu is Co-Founder and serves as Chief Executive Officer and Director of DoorDash, Inc. since May 2013 and serves as Chairman since November 2020 and served as its President and Treasurer. He serves...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 13.3yrs | US$431.86k | 2.29% $ 2.1b | |
| President & COO | 3.4yrs | US$15.71m | 0.16% $ 144.8m | |
| Chief Financial Officer | 3.4yrs | US$13.60m | 0.079% $ 72.7m | |
| General Counsel & Secretary | 4.6yrs | US$6.98m | 0.0038% $ 3.5m | |
| Chief Business Officer | 4.6yrs | US$4.52m | 0.0038% $ 3.5m | |
| Head of LaunchPad & Director | 7.5yrs | US$1.87m | 1.36% $ 1.2b | |
| Head of DoorDash Labs & Director | 13.3yrs | US$1.87m | 0.80% $ 733.3m | |
| Chief Accounting Officer | no data | sin datos | 0.013% $ 12.0m | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Director of Corporate Communications | no data | sin datos | sin datos | |
| Chief Marketing Officer | less than a year | sin datos | sin datos | |
| Head of International | no data | sin datos | sin datos |
4.6yrs
Permanencia media
44yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DASH se considera experimentado (4.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 13.3yrs | US$431.86k | 2.29% $ 2.1b | |
| Head of LaunchPad & Director | 13.3yrs | US$1.87m | 1.36% $ 1.2b | |
| Head of DoorDash Labs & Director | 13.3yrs | US$1.87m | 0.80% $ 733.3m | |
| Independent Director | 11.4yrs | US$339.90k | 0.19% $ 177.2m | |
| Independent Director | 12.3yrs | US$349.90k | 0.25% $ 231.7m | |
| Independent Director | 3.3yrs | US$334.90k | 0.0035% $ 3.2m | |
| Lead Independent Director | 7yrs | US$374.90k | 0.0067% $ 6.2m | |
| Independent Director | 2.3yrs | US$334.90k | 0.0011% $ 1.1m | |
| Independent Director | 4.1yrs | US$354.90k | 0.0031% $ 2.9m | |
| Independent Director | 3.1yrs | US$334.90k | 0.00092% $ 847.1k | |
| Independent Director | less than a year | sin datos | 0.00017% $ 156.5k |
7.0yrs
Permanencia media
50yo
Promedio de edad
Junta con experiencia: La junta directiva de DASH se considera experimentada (7 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/13 18:36 |
| Precio de las acciones al final del día | 2026/08/13 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
DoorDash, Inc. está cubierta por 58 analistas. 43 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Samuel Lourensz | Arete Research Services LLP |
| Ross Sandler | Barclays |
| Mark Zgutowicz | Benchmark Company |