DoorDash 将来の成長
Future 基準チェック /46
DoorDash利益と収益がそれぞれ年間33.3%と16.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.8% 31.7%なると予測されています。
主要情報
33.3%
収益成長率
31.65%
EPS成長率
| Hospitality 収益成長 | 18.5% |
| 収益成長率 | 16.6% |
| 将来の株主資本利益率 | 16.85% |
| アナリストカバレッジ | Good |
| 最終更新日 | 26 May 2026 |
今後の成長に関する最新情報
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
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 25,042 | 3,002 | 5,622 | 6,028 | 22 |
| 12/31/2027 | 21,200 | 1,960 | 4,363 | 5,040 | 43 |
| 12/31/2026 | 17,597 | 1,111 | 3,201 | 3,924 | 41 |
| 3/31/2026 | 14,721 | 926 | 1,752 | 2,390 | N/A |
| 12/31/2025 | 13,717 | 935 | 1,826 | 2,431 | N/A |
| 9/30/2025 | 12,635 | 863 | 1,992 | 2,528 | N/A |
| 6/30/2025 | 11,895 | 781 | 1,713 | 2,188 | N/A |
| 3/31/2025 | 11,241 | 339 | 1,809 | 2,214 | N/A |
| 12/31/2024 | 10,722 | 123 | 1,802 | 2,132 | N/A |
| 9/30/2024 | 10,152 | -172 | 1,780 | 2,099 | N/A |
| 6/30/2024 | 9,610 | -407 | 1,660 | 1,966 | N/A |
| 3/31/2024 | 9,113 | -420 | 1,520 | 1,829 | N/A |
| 12/31/2023 | 8,635 | -558 | 1,349 | 1,673 | N/A |
| 9/30/2023 | 8,150 | -1,044 | 878 | 1,211 | N/A |
| 6/30/2023 | 7,687 | -1,266 | 653 | 1,012 | N/A |
| 3/31/2023 | 7,162 | -1,359 | 428 | 784 | N/A |
| 12/31/2022 | 6,583 | -1,365 | 21 | 367 | N/A |
| 9/30/2022 | 6,065 | -880 | 191 | 511 | N/A |
| 6/30/2022 | 5,639 | -686 | 140 | 419 | N/A |
| 3/31/2022 | 5,267 | -525 | 252 | 506 | N/A |
| 12/31/2021 | 4,888 | -468 | 455 | 692 | N/A |
| 9/30/2021 | 4,558 | -625 | 258 | 462 | N/A |
| 6/30/2021 | 4,162 | -567 | 376 | 585 | N/A |
| 3/31/2021 | 3,601 | -442 | 362 | 543 | N/A |
| 12/31/2020 | 2,886 | -461 | 93 | 252 | N/A |
| 9/30/2020 | 2,214 | -283 | N/A | 156 | N/A |
| 6/30/2020 | 1,574 | -392 | -279 | -154 | N/A |
| 3/31/2020 | 1,073 | -606 | -589 | -478 | N/A |
| 12/31/2019 | 885 | -668 | N/A | -467 | N/A |
| 12/31/2018 | 291 | -207 | N/A | -159 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: DASHの予測収益成長率 (年間33.3% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: DASHの収益 ( 33.3% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: DASHの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: DASHの収益 ( 16.6% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。
高い収益成長: DASHの収益 ( 16.6% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: DASHの 自己資本利益率 は、3年後には低くなると予測されています ( 16.8 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 21:46 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
DoorDash, Inc. 43 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。60
| アナリスト | 機関 |
|---|---|
| Samuel Lourensz | Arete Research Services LLP |
| Ross Sandler | Barclays |
| Mark Zgutowicz | Benchmark Company |