DoorDash, Inc.

NasdaqGS:DASH Stok Raporu

Piyasa değeri: US$83.7b

DoorDash Bilanço Sağlığı

Finansal Sağlık kriter kontrolleri 5/6

DoorDash şirketinin toplam hissedar öz sermayesi $10.2B ve toplam borcu $2.7B olup, bu da borç-öz sermaye oranını 26.7% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $19.7B ve $9.5B dir. DoorDash 'in FAVÖK'ü $881.0M faiz karşılama oranı -4.5 dur. Şirketin $5.5B tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.

Anahtar bilgiler

26.69%

Borç/özkaynak oranı

US$2.73b

Borç

Faiz karşılama oranı-4.5x
NakitUS$5.53b
EşitlikUS$10.21b
Toplam yükümlülüklerUS$9.50b
Toplam varlıklarUS$19.71b

Son finansal sağlık güncellemeleri

Güncelleme yok

Recent updates

Anlatı Güncellemesi 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.
Seeking Alpha Jun 29

DoorDash Is Starting To Look Appetizing

Summary DoorDash remains a 'Hold' as its operational performance improves, but valuation is now closer to fair value than undervalued. Revenue surged 33.1% YoY to $4.04 billion in Q1 2026, driven by order growth and the Deliveroo acquisition. DASH is aggressively expanding beyond food delivery, securing major partnerships with Dollar Tree and Empire Company Limited. EBITDA and adjusted operating cash flow are projected to rise significantly in 2026, with Deliveroo contributing $200 million to EBITDA growth. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...

Finansal Durum Analizi

Kısa Vadeli Yükümlülükler: DASH 'nin kısa vadeli varlıkları ( $8.6B ) kısa vadeli yükümlülüklerini ( $6.0B ) aşıyor.

Uzun Vadeli Yükümlülükler: DASH şirketinin kısa vadeli varlıkları ( $8.6B ) uzun vadeli yükümlülüklerini ( $3.5B ) aşmaktadır.


Borç-Özkaynak Tarihçesi ve Analizi

Borç Seviyesi: DASH şirketinin toplam borcundan daha fazla nakiti var.

Borcun Azaltılması: DASH şirketinin borç/öz sermaye oranı son 5 yılda 0% seviyesinden 26.7% seviyesine yükseldi.

Borç Kapsamı: DASH 'nin borcu işletme nakit akışı ( 87.7% ) tarafından iyi bir şekilde karşılanmaktadır.

Faiz Kapsamı: DASH ödediğinden daha fazla faiz kazandırıyor, dolayısıyla faiz ödemelerinin karşılanması bir sorun teşkil etmiyor.


Bilanço


Sağlıklı şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/06 04:11
Gün Sonu Hisse Fiyatı2026/07/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

DoorDash, Inc. 57 Bu analistlerden 42, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Samuel LourenszArete Research Services LLP
Ross SandlerBarclays
Mark ZgutowiczBenchmark Company