DoorDash, Inc.

Report azionario NasdaqGS:DASH

Capitalizzazione di mercato: US$96.3b

DoorDash Salute del bilancio

Criteri Salute finanziaria verificati 5/6

DoorDash ha un patrimonio netto totale di $9.9B e un debito totale di $2.7B, che porta il suo rapporto debito/patrimonio netto a 27.5%. Le sue attività totali e le sue passività totali sono rispettivamente $19.6B e $9.6B. L'EBIT di DoorDash è $868.0M rendendo il suo rapporto di copertura degli interessi -4.8. Ha liquidità e investimenti a breve termine pari a $5.3B.

Informazioni chiave

27.46%

Rapporto debito/patrimonio netto

US$2.73b

Debito

Indice di copertura degli interessi-4.8x
ContantiUS$5.35b
Patrimonio nettoUS$9.93b
Totale passivitàUS$9.63b
Totale attivitàUS$19.56b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Articolo di analisi 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...
Aggiornamento 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
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $8.4B ) di DASH superano le sue passività a breve termine ( $6.2B ).

Passività a lungo termine: Le attività a breve termine di DASH ( $8.4B ) superano le sue passività a lungo termine ( $3.5B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: DASH ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di DASH è aumentato da 0% a 27.5% negli ultimi 5 anni.

Copertura del debito: Il debito di DASH è ben coperto dal flusso di cassa operativo ( 103.8% ).

Copertura degli interessi: DASH matura più interessi di quanti ne paga, quindi la copertura dei pagamenti degli interessi non è un problema.


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/21 00:22
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

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Fonti analitiche

DoorDash, Inc. è coperta da 58 analisti. 43 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Samuel LourenszArete Research Services LLP
Ross SandlerBarclays
Mark ZgutowiczBenchmark Company