DASH
DoorDash, Inc.
$191.67
-0.96% 2026-10-20
Consumer DiscretionaryS&P 500
DASHSPY
1W
-0.7%
1M
-0.7%
3M
+1.9%
6M
+5.1%
YTD
-15.4%
1Y
-27.8%
Live chart
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Grades vs sector
Momentum19th pct in sectorD
Momentum
19th pct in sector
12-1 return: -27.8%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth97th pct in sectorA+
Growth
97th pct in sector
Revenue growth (YoY): +35.6%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value8th pct in sectorD-
Value
8th pct in sector
Forward E/P: 4.4% · EBITDA/EV: 1.8%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability37th pct in sectorC-
Profitability
37th pct in sector
Profit margin: +5.3% · Return on equity: +8.9%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15rank 420 of 499 · 12-1 momentum % -14.8
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsWhat Are Uber Stock Bulls Not Worried About?
Trefis · 18h ago
Rosie Raises $7 Million to Bring Flexible Childcare and Household Support Beyond Seattle
PR Newswire · 20h ago
Chewy vs. DoorDash: As Consumers Tighten Their Wallets, Which Stock Can Thrive?
Nasdaq · Oct 19
DoorDash Adds Macy’s and a New India Hub. Here’s Why the Stock Still Trades 30% Below Its High
TIKR · Oct 19
How DoorDash’s DashOS, Retail Push, AI Tools, And Drone Network At DoorDash (DASH) Has Changed Its Investment Story
Simply Wall St. · Oct 14
Key stats
Market cap$83.1B
P/E (trailing)100.9
P/E (forward)23.2
52-week range143.30 – 269.00
Revenue growth (YoY, latest qtr)+35.6%
Dividend yield0.00%
Analyst consensusBuy (42)
Mean price target$257.37 (+34%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +2 (DCF counts double).
▲DCF (base case)above the price by 28%
▼Forward P/E vs sector23.2x vs median 13.4x
•Piotroski F-score5/9
▲Altman Z5.9 (safe)
▲Net debt / EBITDA-3.1x
▲Analyst target+34% (42 analysts)
Discounted cash flow
Bear
$125
-35%
growth 18% · disc. 14.0% · term. 2.0%
Base
$245
+28%
growth 30% · disc. 13.0% · term. 2.5%
Bull
$407
+113%
growth 38% · disc. 12.0% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 19% a year for 10 years.
Implied
+19%/yr
FCF, last 3 yrs
+125%/yr
FCF, last 5 yrs
+72%/yr
Revenue, last 3 yrs
+28%/yr
Revenue, last 5 yrs
+37%/yr
Same inputs as the DCF above: trailing free cash flow 2.6B, 13.0% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.89 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Consumer Discretionary
P/E (trailing)
pricier
sector median 17.7× · 97th pct
100.9×pricier
Forward P/E
pricier
sector median 13.4× · 86th pct
23.2×pricier
EV / EBITDA
pricier
sector median 11.3× · 98th pct
45.4×pricier
Price / sales
pricier
sector median 1.2× · 95th pct
5.2×pricier
Price / book
pricier
sector median 2.8× · 81st pct
8.4×pricier
FCF yield
pricier
sector median 6.6% · 23rd pct
3.1%pricier
Forward EPS $8.25 vs trailing $1.90 (+334% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
–
Operating margin
4.5%
FCF margin
16.3%
Net margin
5.3%
Return on equity
8.5%
Return on invested capital
15.0%
Net debt / EBITDA
-3.1×
Current ratio
1.4×
Interest cover
237.3×
Cash conversion (OCF/NI)
3.4×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✗ No share dilution✗ Gross margin improved✗ Asset turnover improved
Altman Z-score 5.9 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Mean target
$257
+34%
Analysts
42
Buy
Range
$172–$350
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $13.7B | $935.0M | $2.2B |
| 2024 | $10.7B | $123.0M | $2.0B |
| 2023 | $8.6B | $-558.0M | $1.6B |
| 2022 | $6.6B | $-1.4B | $191.0M |
| 2021 | $4.9B | $-468.0M | $563.0M |
| 2020 | $2.9B | $-461.0M | $146.0M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +27.7%.
Earnings
Next report: 2026-11-04 · during market · EPS est 0.81
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.47 | 0.46 | -2.4% |
| 2026-05-06 | 1.06 | 1.14 | +7.7% |
| 2026-02-18 | 0.58 | 0.48 | -17.7% |
| 2025-11-05 | 0.68 | 0.55 | -18.7% |
| 2025-08-06 | 0.43 | 0.65 | +49.5% |
| 2025-05-06 | 0.38 | 0.44 | +14.6% |
| 2025-02-11 | 0.33 | 0.33 | -0.6% |
| 2024-10-30 | 0.21 | 0.38 | +76.9% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $4.5B | +35.6% |
| 2026-03-31 | $4.0B | – |
| 2025-12-31 | $4.0B | – |
| 2025-09-30 | $3.4B | – |
| 2025-06-30 | $3.3B | – |
Analyst actions
Guggenheim
PT $255
2026-10-14 · reit
Buy → BuyPT $255
Cantor Fitzgerald
PT $240
2026-10-12 · main
Overweight → OverweightPT $240
Wells Fargo
PT $230
2026-10-05 · main
Equal-Weight → Equal-WeightPT $230
Scotiabank
PT $275
2026-09-09 · init
→ Sector OutperformPT $275
StoneX
PT $295
2026-09-08 · reit
Buy → BuyPT $295
Rosenblatt
PT $270
2026-09-01 · init
→ BuyPT $270
Insider trades
Inukonda Ravi
$198.3K
CHIEF FINANCIAL OFFICER · 2026-10-12
SELL$198.3K
Tang Stanley
$181.4K
Director · 2026-10-02
SELL$181.4K
Tang Stanley
$273.6K
Director · 2026-10-02
SELL$273.6K
Tang Stanley
$642.2K
Director · 2026-10-02
SELL$642.2K
Tang Stanley
$535.2K
Director · 2026-10-02
SELL$535.2K
Tang Stanley
$297.3K
Director · 2026-10-02
SELL$297.3K
Tang Stanley
$335.9K
Director · 2026-10-02
SELL$335.9K
Tang Stanley
$750.6K
Director · 2026-10-02
SELL$750.6K
Tang Stanley
$1.2M
Director · 2026-10-02
SELL$1.2M
Tang Stanley
$94.6K
Director · 2026-10-02
SELL$94.6K
Fang Andy
$918.5K
Director · 2026-10-01
SELL$918.5K
Yandell Keith
$401.0K
INTERNATIONAL COO · 2026-10-01
SELL$401.0K
Stats refreshed 2026-10-20 17:52:15 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.