DASH Share Price Performance
US$195.98
15.50 (8.59%)
28.8% undervalued intrinsic discount
US$275.20
Fair Value
Price US$195.98
AnalystConsensusTarget US$275.20
AnalystLowTarget US$183.23
AnalystHighTarget US$332.31
Fair ValueUS$275.20
Share Pricen/a
DoorDash, Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 144 Fair Values set on narratives written by author
DASH Community Narratives
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Fair Value US$275.2 28.8% undervalued intrinsic discount
DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
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AN
Fair Value US$231.28 15.3% undervalued intrinsic discount
Rising Labor Costs And Competitive Pressures Will Cripple Margins
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Fair Value US$357.11 45.1% undervalued intrinsic discount
Urbanization And AI Will Transform Last-Mile Logistics
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DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity
Key Takeaways Expanding into new sectors and regions, along with AI-driven efficiency, promises accelerated growth, improved margins, and a broader profit base beyond core delivery. Enhanced platform features and gig worker pool growth are strengthening operational scalability and user retention, supporting durable long-term earnings potential.Read more
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1users have commented on this narrative
59users have followed this narrative
AN
US$275.2
28.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
24% p.a.
Profit Margin
13.65%
Future PE
51.51x
Price in 2028
US$349.23
Rising Labor Costs And Competitive Pressures Will Cripple Margins
Key Takeaways Regulatory shifts and higher labor costs, alongside increased eco-compliance expenses, threaten to tighten margins and undermine DoorDash's profitability. Heightened competition, consumer fatigue over fees, and technological lag risk eroding customer retention, take rates, and long-term earnings power.Read more
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AN
US$231.28
15.3% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
17% p.a.
Profit Margin
10.7%
Future PE
67.5x
Price in 2028
US$294.47
Urbanization And AI Will Transform Last-Mile Logistics
Key Takeaways Strong international expansion, advanced automation, and new ad revenue streams position DoorDash for outsized growth in margins and revenue, surpassing market expectations. High DashPass engagement and changing consumer habits support durable increases in recurring revenue, order frequency, and lifetime customer value for long-term earnings growth.Read more
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AN
US$357.11
45.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
23% p.a.
Profit Margin
21.92%
Future PE
44.07x
Price in 2028
US$454.7
Trending Discussion
Recently Updated Narratives
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DASH: Accelerating Expansion Into Grocery And Retail Will Drive Outperformance Ahead
Fair Value: US$275.2 28.8% undervalued intrinsic discount
59 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Labor Costs And Competitive Pressures Will Cripple Margins
Fair Value: US$231.28 15.3% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Urbanization And AI Will Transform Last-Mile Logistics
Fair Value: US$357.11 45.1% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
DoorDash, Inc. Key Details
About DASH
- Founded
- 2013
- Employees
- 23700
- CEO
- WebsiteView website
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand and Wolt Drive, which are white-label delivery fulfillment services, as well as provides services that help merchants establish online ordering, build branded mobile apps, enable tableside order and pay, and enhance customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
