DoorDash Bilan de santé
Santé financière contrôle des critères 5/6
DoorDash possède un total de capitaux propres de $10.2B et une dette totale de $2.7B, ce qui porte son ratio d'endettement à 26.7%. Son actif total et son passif total sont $19.7B et de $9.5B. L'EBIT de DoorDash est $881.0M ce qui fait que son ratio de couverture des intérêts -4.5. Elle dispose de liquidités et de placements à court terme de $5.5B.
Informations clés
26.69%
Ratio d'endettement
US$2.73b
Dette
| Ratio de couverture des intérêts | -4.5x |
| Argent liquide | US$5.53b |
| Fonds propres | US$10.21b |
| Total du passif | US$9.50b |
| Total des actifs | US$19.71b |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
Seeking Alpha • May 06
DoorDash: Clear Opportunity Ahead Of Q1 Results
Summary DoorDash faces multiple compression amid slowing core growth and the sizable Deliveroo acquisition. Valuation is best assessed via free cash flow yield, given the lack of truly comparable peers. Key risks include heavy reliance on consumer spending, intense competition, and evolving gig economy regulations. Integration of Deliveroo poses significant execution risk due to its scale and complexity. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • Feb 16
The Elhedery Cleansing: Dismantling the Global Generalist
The February 18th Reckoning DoorDash is set to report on February 18, 2026 , and the stakes couldn't be higher. The stock has recently cooled off from its 2025 highs, but it still trades at a significant premium to its fundamental cash-flow floor.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • Aug 08
DoorDash, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
NasdaqGS:DASH 1 Year Share Price vs Fair Value Explore DoorDash's Fair Values from the Community and select yours As...Article d’analyse • Jun 17
It Looks Like The CEO Of DoorDash, Inc. (NASDAQ:DASH) May Be Underpaid Compared To Peers
Key Insights DoorDash will host its Annual General Meeting on 24th of June Total pay for CEO Tony Xu includes US$300.0k...Seeking Alpha • Apr 24
DoorDash: Valuation To Be Pressured
Summary DoorDash's current high valuation demands perfect growth, but discretionary spending drops and economic slowdown pose significant risks to maintaining this growth trajectory. Despite strong revenue and EBITDA margin growth, the stock's valuation is vulnerable to any slowdown, making it expensive until sustained profitability is achieved. Macro threats, including rising costs and competitive pressures, could impact growth, especially in nascent international markets and the primary food delivery segment. I recommend a "SELL" on DoorDash; existing investors should exit now and re-enter at lower levels, while fresh investments should wait for a significant pullback. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
DoorDash's Real Growth Potential Is Limited
Summary DoorDash is attractive because people know it, and the company's growth rate has been high. DoorDash's stock price has very high expectations built into it. The food delivery market just doesn't have that kind of growth potential. Trump's migration policy could create difficulty in finding delivery couriers. And increased prices due to duties may force Americans to save money on food delivery. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
DoorDash: Evaluating As Tech Bubble Bursts (Rating Downgrade)
Summary DoorDash, Inc. has shown strong execution and crossed an inflection in GAAP profitability, with margins expected to expand further. Despite impressive growth and a net cash balance sheet, I find the current valuation unconvincing. The company has sustained above-market growth rates, benefiting from secular trends toward delivery of everything. I am downgrading DASH stock on valuation. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Buy DoorDash: S&P 500 Inclusion And Strong FCF Outlook
Summary DoorDash holds a 67% U.S. food delivery share, up from 18% in 2018. DoorDash is set to lead the food delivery market with scale and network effects tilting toward winner-takes-all. Financial is firing on all cylinders: Revenue jumped 22% YoY to $10.7 billion, net income hit $123 million (vs. a $558 million loss), and free cash flow reached $1.45 billion. According to consensus estimates, DoorDash's free cash flow could triple to $4 billion by 2027, with a 15–20% revenue CAGR and 30%+ margins. My residual earnings valuation pegs a fair value of $170 per share (base case), near current levels, but an upside to input estimates could support share price gains. Read the full article on Seeking AlphaAnalyse de la situation financière
Passif à court terme: Les actifs à court terme de DASH ( $8.6B ) dépassent ses passifs à court terme ( $6.0B ).
Passif à long terme: Les actifs à court terme de DASH ( $8.6B ) dépassent ses passifs à long terme ( $3.5B ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: DASH dispose de plus de liquidités que de sa dette totale.
Réduire la dette: Le ratio d'endettement de DASH est passé de 0% à 26.7% au cours des 5 dernières années.
Couverture de la dette: La dette de DASH est bien couverte par le flux de trésorerie opérationnel ( 87.7% ).
Couverture des intérêts: DASH gagne plus d'intérêts qu'il n'en paie, donc la couverture des paiements d'intérêts n'est pas un problème.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 21:48 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
DoorDash, Inc. est couverte par 60 analystes. 43 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Samuel Lourensz | Arete Research Services LLP |
| Ross Sandler | Barclays |
| Mark Zgutowicz | Benchmark Company |