DoorDash, Inc. logo DASH - DoorDash, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 28
HOLD 9
SELL 0
STRONG
SELL
0
| PRICE TARGET: $257.92 DETAILS
HIGH: $350.00
LOW: $200.00
MEDIAN: $267.50
CONSENSUS: $257.92
UPSIDE: 60.95%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1
Revenue
Revenue 4,036 3,955 3,446 3,284 3,032 2,873 2,706 2,630 2,513 2,303 2,164 2,133 2,035 1,818 1,701 1,608 1,456 1,300 1,275 1,236 1,077 970 879 675 362 298 239 215 133
Cost of Revenue 1,992 1,935 1,687 1,616 1,500 1,453 1,374 1,385 1,330 1,229 1,156 1,135 1,069 1,014 931 880 763 635 585 555 563 469 382 323 194 170 140 127 102
Gross Profit 2,044 2,020 1,759 1,668 1,532 1,420 1,332 1,245 1,183 1,074 1,008 998 966 804 770 728 693 665 690 681 514 501 497 352 168 128 99 88 31
Operating Expenses
R&D Expenses 398 419 355 351 306 297 289 303 279 253 250 269 231 250 226 205 148 133 115 100 82 209 41 38 33 34 28 25 20
SG&A Expenses 1,178 1,187 976 995 918 865 798 1,003 823 780 738 812 781 721 734 715 659 637 634 643 502 566 457 256 234 215 228 191 205
Other Expenses 317 267 170 159 153 141 138 140 142 130 128 128 125 203 123 84 59 49 41 37 29 31 34 31 24 16 0 0 0
Operating Expenses 1,893 1,873 1,501 1,505 1,377 1,303 1,225 1,446 1,244 1,163 1,116 1,209 1,137 1,174 1,078 1,001 866 819 790 780 613 806 532 325 291 265 256 216 225
Operating Income
Operating Income 151 147 258 163 155 117 107 (201) (61) (89) (108) (211) (171) (370) (308) (273) (173) (154) (100) (99) (99) (305) (35) 27 (123) (137) (157) (128) (194)
Interest Expense 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 1 12 10 9 9 4 0 0 0 0
Interest Income 0 0 71 49 49 51 54 49 45 51 40 34 28 17 9 5 1 1 0 0 2 1 1 2 3 4 6 5 3
Profitability
EBITDA 461 489 417 322 308 258 293 (61) 81 41 20 (83) (46) (547) (185) (189) (108) (103) (60) (62) (68) (270) 1 63 (100) (118) (144) (185) (187)
EBIT 192 222 248 163 156 117 155 (201) (61) (89) (108) (211) (169) (658) (303) (270) (167) (152) (101) (99) (97) (301) (33) 32 (124) (134) (151) (190) (191)
Income Before Tax 191 222 248 271 198 176 155 (157) (18) (139) (69) (181) (145) (659) (301) (272) (167) (153) (101) (100) (109) (311) (42) 23 (128) (134) (151) (190) (191)
Income Tax Expense 8 6 5 (13) 6 37 (6) 1 7 17 6 (9) 17 (17) (5) (9) 0 2 0 2 1 1 1 0 1 0 1 0 0
Net Income 183 213 244 285 193 141 162 (157) (23) (154) (73) (170) (161) (640) (295) (263) (167) (155) (101) (102) (110) (312) (43) 23 (129) (134) (152) (190) (191)
Per Share Data
EPS (Basic) 0.42 0.49 0.57 0.67 0.46 0.34 0.39 -0.38 -0.06 -0.39 -0.19 -0.44 -0.41 -1.65 -0.77 -0.72 -0.48 -0.45 -0.30 -0.30 -0.34 -2.67 -0.96 0.52 -2.92 -3.05 -3.53 -4.44 -4.47
EPS (Diluted) 0.42 0.48 0.55 0.65 0.44 0.33 0.38 -0.38 -0.06 -0.39 -0.19 -0.44 -0.41 -1.65 -0.77 -0.72 -0.48 -0.45 -0.30 -0.30 -0.34 -2.67 -0.96 0.52 -2.92 -3.05 -3.53 -4.44 -4.47
Shares Outstanding 435.4 432.6 428.9 425.1 421.4 417.1 413.1 410.5 405.5 399.3 393.2 388.7 390.4 387.2 384.8 364.0 349.2 344.5 340.2 334.7 327.8 116.9 45.0 44.5 44.2 43.9 43.0 42.8 42.6
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2019 Q4
Current Assets
Cash & Cash Equivalents 4,575 4,378 3,279 3,911 4,500 4,019 3,664 3,430 3,124 2,656 2,344 1,904 1,833 1,977 2,320 2,727 2,243 2,504 2,861 3,334 4,007 4,345 1,096 995 257
Short-Term Investments 958 1,128 964 1,088 1,317 1,322 1,300 1,424 1,366 1,422 1,477 1,552 1,573 1,544 1,492 1,272 1,353 1,253 1,299 1,334 467 514 515 515 508
Net Receivables 1,034 1,108 894 994 926 865 622 585 546 696 417 383 382 400 325 346 321 349 286 245 282 291 182 284 58
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 2,025 2,029 4,532 3,530 886 943 1,174 1,178 1,094 658 904 766 799 799 251 246 293 320 119 120 127 146 80 98 50
Total Current Assets 8,592 8,643 10,493 9,735 7,853 7,386 6,760 6,617 6,130 5,597 5,142 4,605 4,587 4,720 4,690 4,833 4,418 4,565 4,707 5,179 5,025 5,517 1,990 1,892 998
Non-Current Assets
Property, Plant & Equipment 1,579 1,504 1,372 1,297 1,230 1,167 1,113 1,082 1,153 1,148 1,096 1,094 1,070 1,073 1,024 955 809 738 656 568 456 413 386 356 267
Goodwill 5,499 5,519 3,570 3,529 2,412 2,315 2,460 2,371 2,386 2,432 2,345 2,396 2,403 2,370 2,198 2,315 376 316 316 316 316 316 306 306 306
Intangible Assets 2,118 2,260 878 890 504 510 577 586 621 659 663 708 743 765 735 809 76 61 64 67 70 74 59 74 103
Long-Term Investments 849 837 849 725 842 835 835 711 692 583 616 523 439 521 780 907 1,055 1,059 554 0 0 0 0 28 30
Other Non-Current Assets 1,074 896 809 774 731 632 532 470 468 420 151 275 404 340 125 109 88 70 61 52 35 33 133 38 28
Total Non-Current Assets 11,119 11,016 7,478 7,215 5,719 5,459 5,517 5,220 5,320 5,242 4,871 4,996 5,059 5,069 4,862 5,095 2,404 2,244 1,651 1,003 877 836 884 802 734
Total Assets 19,711 19,659 17,971 16,950 13,572 12,845 12,277 11,837 11,450 10,839 10,013 9,601 9,646 9,789 9,552 9,928 6,822 6,809 6,358 6,182 5,902 6,353 2,874 2,694 1,732
Current Liabilities
Account Payables 268 397 257 345 329 321 191 163 203 216 149 173 208 157 238 207 203 161 86 96 75 80 31 71 20
Short-Term Debt 105 105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 364 0 13 0
Deferred Revenue 0 0 0 421 377 396 322 298 292 308 263 240 229 251 199 176 172 183 159 173 155 108 78 31 27
Other Current Liabilities 5,653 5,645 2,617 1,852 1,613 1,592 1,573 1,554 1,363 1,180 1,035 955 847 841 719 684 552 480 421 400 345 375 296 460 176
Total Current Liabilities 6,026 6,147 5,132 4,696 4,577 4,438 4,094 4,028 3,743 3,410 2,986 2,726 2,651 2,544 2,216 2,026 1,760 1,760 1,339 1,251 1,094 1,402 834 637 382
Non-Current Liabilities
Long-Term Debt 3,182 3,185 2,722 2,721 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 355 346 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 293 (180) 155 153 143 129 139 167 214 162 29 28 27 21 35 43 19 9 14 14 13 13 12 6 1
Total Non-Current Liabilities 3,475 3,466 3,331 3,326 600 597 605 637 697 616 459 468 464 477 495 492 410 382 353 312 253 251 607 585 168
Total Liabilities 9,501 9,613 8,463 8,022 5,177 5,035 4,699 4,665 4,440 4,026 3,445 3,194 3,115 3,021 2,711 2,518 2,170 2,142 1,692 1,563 1,347 1,653 1,441 1,222 550
Stockholders' Equity
Common Stock 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Retained Earnings (4,298) (4,320) (4,533) (4,777) (5,062) (5,255) (5,396) (5,336) (5,177) (5,154) (4,949) (4,870) (4,400) (3,846) (3,206) (2,511) (2,248) (2,081) (1,926) (1,825) (1,723) (1,613) (1,301) (1,258) (1,152)
Accumulated Other Comprehensive Income 117 261 268 261 7 (107) 122 (25) (1) 73 (68) 9 18 (33) (292) (107) (14) (4) 0 0 0 0 1 2 0
Total Stockholders' Equity 10,198 10,033 9,495 8,923 8,389 7,803 7,569 7,162 6,999 6,806 6,559 6,396 6,518 6,754 6,825 7,410 4,652 4,667 4,666 4,619 4,555 4,700 1,433 1,472 1,182
Total Liabilities & Equity 19,711 19,659 17,971 16,950 13,572 12,845 12,277 11,837 11,450 10,839 10,013 9,601 9,646 9,789 9,552 9,928 6,822 6,809 6,358 6,182 5,902 6,353 2,874 2,694 1,732
Debt Metrics
Total Debt 3,287 3,751 3,257 3,251 527 536 532 534 547 522 493 498 492 511 505 496 422 399 366 321 259 617 606 592 184
Net Debt (1,288) (627) (22) (660) (3,973) (3,483) (3,132) (2,896) (2,577) (2,134) (1,851) (1,406) (1,341) (1,466) (1,815) (2,231) (1,821) (2,105) (2,495) (3,013) (3,748) (3,728) (490) (403) (73)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3
Operating Activities
Net Income 183 213 243 284 192 139 161 (158) (25) (156) (75) (172) (162) (642) (296) (263) (167) (155) (101) (102) (110) (312) (43) 23 (129) (134) (152)
Depreciation & Amortization 269 267 169 159 152 141 138 140 142 130 128 128 123 111 118 81 59 49 41 37 29 31 34 31 24 16 7
Stock-Based Compensation 231 0 258 282 235 271 274 302 252 269 278 311 230 280 249 231 129 129 122 138 97 311 3 3 5 4 0
Change in Working Capital (153) (359) 138 (222) 5 (33) 31 110 144 150 68 110 202 (26) 116 104 (46) 129 35 157 114 (106) 209 130 (41) (58) 55
Other Non-Cash Items 64 300 63 1 51 0 (73) 136 40 92 (1) 16 4 300 12 12 5 15 10 22 36 13 27 23 16 13 10
Operating Cash Flow 594 421 871 504 635 518 531 530 553 485 398 393 397 23 199 165 (20) 167 107 252 166 (63) 230 210 (125) (159) (80)
Investing Activities
Capital Expenditure (174) (167) (148) (149) (141) (98) (87) (79) (66) (87) (74) (82) (81) (96) (100) (79) (71) (70) (59) (54) (54) (37) (64) (26) (32) (34) (33)
Acquisitions (30) (2,953) (25) (1,146) (27) 0 0 0 0 0 0 0 0 0 0 142 (71) 0 0 0 0 (28) 0 0 0 (311) (4)
Purchases of Investments (347) (310) (388) (300) (425) (424) (558) (440) (529) (392) (625) (512) (434) (382) (503) (422) (656) (785) (856) (1,013) (99) (148) (171) (181) (93) (155) (202)
Sales/Maturities of Investments 445 337 388 654 433 359 582 371 532 360 622 459 506 298 404 685 552 321 331 146 146 149 169 139 130 153 162
Other Investing Activities 8 (24) (85) (83) (67) (66) (54) (55) (58) (58) (47) (55) (43) (52) (46) (34) (39) (28) (28) (31) (22) (16) (15) (11) (10) (7) 0
Investing Cash Flow (98) (3,117) (173) (941) (160) (163) (62) (147) (72) (119) (78) (135) (10) (181) (199) 326 (246) (527) (584) (929) (7) (63) (66) (68) 5 (348) (77)
Financing Activities
Net Debt Issuance 0 0 (2) 2,042 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (333) 333 0 0 333 0 0
Stock Repurchased (162) 0 0 0 0 0 (217) (7) 0 (51) (6) (301) (392) 0 (400) 0 0 0 0 0 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (12) (20) 0 (10) 0 0 0 0 6 0 0 (8) 0 0 14 0 0 0 0 (6) (166) (7) 0 380 0 (1) 0
Financing Cash Flow (173) (19) 1 2,375 3 7 (213) (5) 7 (50) (4) (308) (390) 1 (384) 3 5 4 5 4 (496) 3,282 0 380 334 99 248
Cash Position
Net Change in Cash 301 (2,708) 699 1,986 493 323 278 373 475 337 302 (53) (2) (139) (404) 485 (260) (356) (473) (673) (337) 3,158 164 524 212 (408) 0
Cash at Beginning 4,681 7,359 6,700 4,714 4,221 3,898 3,620 3,247 2,772 2,435 2,133 2,186 2,188 2,327 2,731 2,246 2,506 2,862 3,335 4,008 4,345 1,187 1,023 499 287 695 0
Cash at End 4,982 4,651 7,399 6,700 4,714 4,221 3,898 3,620 3,247 2,772 2,435 2,133 2,186 2,188 2,327 2,731 2,246 2,506 2,862 3,335 4,008 4,345 1,187 1,023 499 287 0
Free Cash Flow 420 254 723 355 494 420 444 451 487 398 324 311 316 (73) 99 86 (91) 97 48 198 112 (100) 166 184 (157) (193) (113)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1
Income Statement
Revenue 4,036 3,955 3,446 3,284 3,032 2,873 2,706 2,630 2,513 2,303 2,164 2,133 2,035 1,818 1,701 1,608 1,456 1,300 1,275 1,236 1,077 970 879 675 362 298 239 215 133
Gross Profit 2,044 2,020 1,759 1,668 1,532 1,420 1,332 1,245 1,183 1,074 1,008 998 966 804 770 728 693 665 690 681 514 501 497 352 168 128 99 88 31
Operating Income 151 147 258 163 155 117 107 (201) (61) (89) (108) (211) (171) (370) (308) (273) (173) (154) (100) (99) (99) (305) (35) 27 (123) (137) (157) (128) (194)
Net Income 183 213 244 285 193 141 162 (157) (23) (154) (73) (170) (161) (640) (295) (263) (167) (155) (101) (102) (110) (312) (43) 23 (129) (134) (152) (190) (191)
EPS (Diluted) 0.42 0.48 0.55 0.65 0.44 0.33 0.38 -0.38 -0.06 -0.39 -0.19 -0.44 -0.41 -1.65 -0.77 -0.72 -0.48 -0.45 -0.30 -0.30 -0.34 -2.67 -0.96 0.52 -2.92 -3.05 -3.53 -4.44 -4.47
Balance Sheet
Cash & Equivalents 4,575 4,378 3,279 3,911 4,500 4,019 3,664 3,430 3,124 2,656 2,344 1,904 1,833 1,977 2,320 2,727 2,243 2,504 2,861 3,334 4,007 4,345 1,096 995 257
Total Assets 19,711 19,659 17,971 16,950 13,572 12,845 12,277 11,837 11,450 10,839 10,013 9,601 9,646 9,789 9,552 9,928 6,822 6,809 6,358 6,182 5,902 6,353 2,874 2,694 1,732
Total Debt 3,287 3,751 3,257 3,251 527 536 532 534 547 522 493 498 492 511 505 496 422 399 366 321 259 617 606 592 184
Stockholders' Equity 10,198 10,033 9,495 8,923 8,389 7,803 7,569 7,162 6,999 6,806 6,559 6,396 6,518 6,754 6,825 7,410 4,652 4,667 4,666 4,619 4,555 4,700 1,433 1,472 1,182
Cash Flow
Operating Cash Flow 594 421 871 504 635 518 531 530 553 485 398 393 397 23 199 165 (20) 167 107 252 166 (63) 230 210 (125) (159) (80)
Capital Expenditure (174) (167) (148) (149) (141) (98) (87) (79) (66) (87) (74) (82) (81) (96) (100) (79) (71) (70) (59) (54) (54) (37) (64) (26) (32) (34) (33)
Free Cash Flow 420 254 723 355 494 420 444 451 487 398 324 311 316 (73) 99 86 (91) 97 48 198 112 (100) 166 184 (157) (193) (113)