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Upturn AI SWOT - About
DoorDash, Inc. Class A Common Stock (DASH)

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Upturn Advisory Summary
11/13/2025: DASH (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $275.8
1 Year Target Price $275.8
| 20 | Strong Buy |
| 8 | Buy |
| 13 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 199.78% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 84.70B USD | Price to earnings Ratio 99.25 | 1Y Target Price 275.8 |
Price to earnings Ratio 99.25 | 1Y Target Price 275.8 | ||
Volume (30-day avg) 41 | Beta 1.7 | 52 Weeks Range 155.40 - 285.50 | Updated Date 11/13/2025 |
52 Weeks Range 155.40 - 285.50 | Updated Date 11/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.98 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-29 | When After Market | Estimate 0.68 | Actual 0.55 |
Profitability
Profit Margin 6.83% | Operating Margin (TTM) 8.01% |
Management Effectiveness
Return on Assets (TTM) 3.12% | Return on Equity (TTM) 10.04% |
Valuation
Trailing PE 99.25 | Forward PE 50.25 | Enterprise Value 85485232866 | Price to Sales(TTM) 6.7 |
Enterprise Value 85485232866 | Price to Sales(TTM) 6.7 | ||
Enterprise Value to Revenue 6.77 | Enterprise Value to EBITDA 64.96 | Shares Outstanding 406334617 | Shares Floating 371438834 |
Shares Outstanding 406334617 | Shares Floating 371438834 | ||
Percent Insiders 0.72 | Percent Institutions 94.56 |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock

Company Overview
History and Background
DoorDash was founded in 2013 by Stanford students Tony Xu, Andy Fang, Stanley Tang, and Evan Moore. Initially known as PaloAltoDelivery.com, it focused on delivering food from local restaurants in Palo Alto, California. It quickly expanded, rebranding as DoorDash and scaling its operations to become a leading food delivery platform in the US and internationally. Key milestones include securing venture capital funding, expanding to new markets, and launching features like DashPass and DoorDash Drive.
Core Business Areas
- Food Delivery: Connects customers with local restaurants for on-demand delivery.
- DashPass: A subscription service offering reduced fees and exclusive benefits.
- DoorDash Drive: Provides white-label delivery solutions for businesses.
- Grocery & Retail Delivery: Partners with grocery stores and retailers for on-demand delivery of groceries, household items, and other goods.
Leadership and Structure
Tony Xu is the CEO and Co-founder. The company has a typical corporate structure with various departments including operations, engineering, marketing, and finance, headed by senior vice presidents reporting to the CEO.
Top Products and Market Share
Key Offerings
- Food Delivery: Core service connecting customers, restaurants, and delivery drivers (Dashers). DoorDash holds the largest market share in the U.S. food delivery market. Competitors include Uber Eats and Grubhub. Data suggests DoorDash holds over 50% of the U.S. market share.
- DashPass: Subscription program offering reduced fees and benefits. Enhances customer loyalty. Revenue data not publicly available, but significant to subscription revenue. Competitors include Uber One and Grubhub+.
- DoorDash Drive: White-label delivery service for businesses. Expands DoorDash's reach beyond its own platform. Competitors include Uber Direct and smaller local delivery services.
- Grocery & Retail Delivery: Delivery service for grocery and retail items. Expands beyond restaurant food delivery. Competitors include Instacart, Uber Eats and Amazon Fresh.
Market Dynamics
Industry Overview
The online food delivery industry is experiencing rapid growth, driven by changing consumer preferences, convenience, and technological advancements. The industry is becoming more competitive with new players entering the market and existing players expanding their services.
Positioning
DoorDash is a dominant player in the US food delivery market. Its competitive advantages include a large network of restaurants and Dashers, strong brand recognition, and innovative features like DashPass and DoorDash Drive.
Total Addressable Market (TAM)
The global online food delivery market is projected to reach hundreds of billions of dollars. DoorDash is well positioned to capture a significant portion of this TAM through its existing services and expansion into new markets and verticals such as grocery and retail.
Upturn SWOT Analysis
Strengths
- Largest market share in the US food delivery market
- Strong brand recognition
- Extensive network of restaurants and Dashers
- Innovative features like DashPass and DoorDash Drive
- Strong technology platform
Weaknesses
- Reliance on gig workers and associated regulatory risks
- High operating costs
- Variable profitability
- Dependence on restaurant partnerships
Opportunities
- Expansion into new markets and verticals (e.g., grocery, retail)
- Increased adoption of subscription services (DashPass)
- Further development of DoorDash Drive
- Partnerships with large retailers
- Technological advancements in delivery (e.g., drones, autonomous vehicles)
Threats
- Intense competition from Uber Eats, Grubhub, and others
- Changes in regulations regarding gig workers
- Economic downturn and decreased consumer spending
- Increased fuel costs and delivery expenses
- Potential for negative publicity or reputational damage
Competitors and Market Share
Key Competitors
- UBER
- GRUB
Competitive Landscape
DoorDash has a lead in market share, but Uber Eats is a close second. Grubhub lags. Each company offers various incentives and subscription packages to attract and retain customers.
Major Acquisitions
Caviar
- Year: 2019
- Acquisition Price (USD millions): 410
- Strategic Rationale: Expanded DoorDash's reach in higher-end restaurant delivery.
Wolt
- Year: 2022
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expanded DoorDash's international presence, particularly in Europe.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced significant revenue growth since its founding, driven by the increasing adoption of online food delivery services.
Future Projections: Analyst estimates project continued revenue growth for DoorDash, driven by expansion into new markets and verticals, increased adoption of DashPass, and further development of DoorDash Drive.
Recent Initiatives: Recent strategic initiatives include expanding into new markets such as international locations, grocery and retail delivery, enhancing the DashPass program, and developing new technology solutions for restaurants and Dashers.
Summary
DoorDash holds a strong position in the US food delivery market. Its strengths include a large network and brand recognition. However, it faces intense competition and relies on gig workers, creating regulatory risks. Expanding into new verticals and managing costs will be crucial for future success and sustained profitability, and they are still not profitable.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Industry Analysis
- News Articles
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, affecting the accuracy of the data and analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoorDash, Inc. Class A Common Stock
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2020-12-09 | Co-Founder, CEO & Chair Mr. Tony Xu | ||
Sector Consumer Cyclical | Industry Internet Retail | Full time employees 23700 | Website https://www.doordash.com |
Full time employees 23700 | Website https://www.doordash.com | ||
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand and Wolt Drive, which are white-label delivery fulfillment services, as well as provides services that help merchants establish online ordering, build branded mobile apps, enable tableside order and pay, and enhance customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.

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