DoorDash is an online delivery demand aggregator. Consumers can use its app to order food on demand for delivery or in-store pickup from participating merchants.
It is a $85.3B technology company. Revenue grew 33.6% over the last year, and it keeps 5¢ of every dollar of sales as profit. It trades at 101.2× earnings — around the middle of its own history.
- Website
- doordash.com
- Location
- San Francisco, CA
- Employees
- 31 400
- Sector
- Technology
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong quality; Valuation, Health and Moat lag behind.
Valuation44
- P/E vs own history38th pct · 20/25
- FCF yield3.0% · 12/25
- P/S5.4x · 12/25
- EV/EBITDA48.7x · 0/25
Growth50
- Revenue CAGR29.4% · 25/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growth110.1% · 25/25
Profitability50
- ROIC20.7% · 20/25
- ROE8.5% · 12/25
- Net margin5.3% · 13/25
- Operating margin4.5% · 5/25
Health37
- Altman Z5.68 · 25/25
- Current ratio1.37 · 12/25
- Interest coverage-41.1x · 0/25
- Net cash / debtn/a · 0/25
Quality85
- Piotroski F6/9 · 15/25
- Beneish M-3.06 · 25/25
- FCF conversion309% · 25/25
- Margin stabilityσ 7.3% · 20/25
Moat25
- ROIC >12% years1/5 yrs · 0/25
- Median gross margin-8.0% · 0/25
- FCF-positive years6/6 yrs · 25/25
- Worst-year net marginworst -20.7% · 0/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2026MilestoneThe NJ Transit Meadowlands Line was renamed to the "Doordash Meadowlands Rail Line" through June 2027
- FY2025FinancialBest year on record$935M net income
- 2025AcquisitionDoorDash acquired the UK-based delivery service Deliveroo for $3.88 billion
- 2025MilestoneDoorDash and Ace Hardware (the largest hardware cooperative) announced their partnership to offer…
- FY2024FinancialTurned profitable$123M net income after a loss year
- FY2024FinancialRevenue crossed $10B$10.7B for the year
- 2022AcquisitionDoorDash announced its acquisition of Bbot, startup that developed digital ordering and payment…
- Nov 9, 2021AcquisitionDoorDash announced its acquisition of the Finnish technology company Wolt for over $8.1 billion
- FY2020FinancialRevenue already above $1B$2.89B in first reported year
- FY2020FinancialPositive free cash flow every year since6-year streak
- 2020IPOIt became a public company via an initial public offering, raising $3.37 billion
- 2020MilestoneDoorDash announced the opening of its first physical restaurant location, partnering up with Bay…
- 2019MilestoneDoorDash was the largest food delivery provider in the U.S
- 2019AcquisitionThe company acquired Scotty Labs, a tele-operations startup company that focuses on self-driving and…
- 2016MilestoneDoorDash's first partnership with a fast food burger restaurant chain was in April 2016
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (51.4%)
- Revenue growing 33.6% year over year
- Strong cash conversion — FCF is 16.3% of revenue
- High returns on invested capital (ROIC 20.7%)
- Altman Z-Score 5.68 — low bankruptcy-risk zone
Watch-outs
- Thin interest coverage (-41.1×)
- Loss-making in 4 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+33.6% YoY
- Profitable — makes more than it spends$841M TTM
- Profit growing — earnings are higher than last year+660.2% YoY
- Generates cash — cash left after running and investing$2.60B TTM
- Debt under control — could handle its obligationscurrent ratio 1.37
- Established company — not a micro-cap — lower blow-up risk$85.3B market cap
- Not printing shares — share count not ballooning — you keep your slice+30.5% shares over ~5y
- Proven track record — years of profitability behind it2/6 profitable years
- Financially stable — balance sheet not near distressAltman Z 5.7 — safe
- Pays a dividend — returns cash to shareholdersno data
- Valuation not extreme — price not wildly above earningsP/E 101.2
Peer comparisonDoorDash, Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| DASH this company | $85.3B | 101.2 | +33.6% | 5.3% | Solid |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: DASH vs NVDA · DASH vs AAPL · DASH vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2020–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/DASH
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of DASH on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $196.86 · market cap $85.3B.