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DoorDash, Inc.NasdaqGS:DASH Aktierapport

Marknadsvärde US$70.9b
Aktiekurs
US$154.65
US$250.93
38.4% undervärderad intrinsisk rabatt
1Y-24.6%
7D-0.3%
Portföljens värde
Utsikt

DoorDash, Inc.

NasdaqGS:DASH Aktierapport

Börsvärde: US$70.9b

DoorDash (DASH) Aktievy

DoorDash, Inc. driver tillsammans med sina dotterbolag en handelsplattform som kopplar samman handlare, konsumenter och dashers i USA och internationellt. Mer information

DASH fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt4/6
Tidigare resultat5/6
Finansiell hälsa5/6
Utdelningar0/6

DASH Community Fair Values

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See what 158 others think this stock is worth. Follow their fair value or set your own to get alerts.

DoorDash, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för DoorDash
Historiska aktiekurser
Aktuell aktiekursUS$154.65
52 veckors högstaUS$285.50
52 veckors lägstaUS$143.30
Beta1.87
1 månads förändring-15.90%
3 månaders förändring-10.80%
1 års förändring-24.63%
3 års förändring134.21%
5 års förändring13.49%
Förändring sedan börsintroduktionen-18.39%

Senaste nyheter och uppdateringar

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Aktieägarnas avkastning

DASHUS HospitalityUS Marknad
7D-0.3%-1.9%-1.0%
1Y-24.6%-7.9%23.3%

Avkastning vs industri: DASH presterade sämre än US Hospitality branschen som gav -7.9 % under det senaste året.

Avkastning vs Marknaden: DASH presterade sämre än US marknaden som gav 23.3 % under det senaste året.

Prisvolatilitet

Is DASH's price volatile compared to industry and market?
DASH volatility
DASH Average Weekly Movement6.9%
Hospitality Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: DASH har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: DASH s veckovolatilitet ( 7% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
201331,400Tony Xuwww.doordash.com

DoorDash, Inc. driver tillsammans med sina dotterbolag en handelsplattform som kopplar samman handlare, konsumenter och dashers i USA och internationellt. Företaget driver DoorDash Marketplace, Wolt Marketplace och Deliveroo Marketplace, som tillhandahåller olika tjänster, såsom kundförvärv, efterfrågegenerering, orderuppfyllelse, merchandising, betalningshantering och kundsupport. Företaget erbjuder även medlemsprogram för konsumenter, DashPass, Wolt+ och Deliveroo Plus, annonsering som en mervärdestjänst genom sina marknadsplatser och white-label-tjänster för leveransuppfyllnad, samt tjänster som hjälper handlare att etablera onlinebeställningar, bygga mobilappar, hantera bokningar och servering i butik, hantera konsumentrelationer, möjliggöra beställning och betalning vid bordet och förbättra kundsupport.

DoorDash, Inc. Sammanfattning av grunderna

Hur förhåller sig DoorDash:s resultat och omsättning till dess börsvärde?
DASH grundläggande statistik
BörsvärdeUS$70.88b
Vinst(TTM)US$926.00m
Intäkter(TTM)US$14.72b
72.8x
P/E-förhållande
4.6x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
DASH resultaträkning (TTM)
IntäkterUS$14.72b
Kostnad för intäkterUS$7.10b
BruttovinstUS$7.62b
Övriga kostnaderUS$6.69b
IntäkterUS$926.00m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)2.13
Bruttomarginal51.76%
Nettovinstmarginal6.29%
Skuld/egenkapitalförhållande26.7%

Hur har DASH utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/19 14:07
Aktiekurs vid dagens slut2026/05/19 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

DoorDash, Inc. bevakas av 60 analytiker. 43 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Samuel LourenszArete Research Services LLP
Ross SandlerBarclays
Mark ZgutowiczBenchmark Company