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DoorDash, Inc. Class A Common Stock (DASH)




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Upturn Advisory Summary
09/17/2025: DASH (5-star) is a STRONG-BUY. BUY since 94 days. Simulated Profits (26.22%). Updated daily EoD!
1 Year Target Price $294.19
1 Year Target Price $294.19
20 | Strong Buy |
8 | Buy |
13 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 208.02% | Avg. Invested days 84 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 112.39B USD | Price to earnings Ratio 144.55 | 1Y Target Price 294.19 |
Price to earnings Ratio 144.55 | 1Y Target Price 294.19 | ||
Volume (30-day avg) 41 | Beta 1.7 | 52 Weeks Range 136.05 - 278.15 | Updated Date 09/17/2025 |
52 Weeks Range 136.05 - 278.15 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.82 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.57% | Operating Margin (TTM) 5.63% |
Management Effectiveness
Return on Assets (TTM) 2.55% | Return on Equity (TTM) 9.64% |
Valuation
Trailing PE 144.55 | Forward PE 60.98 | Enterprise Value 110642688350 | Price to Sales(TTM) 9.45 |
Enterprise Value 110642688350 | Price to Sales(TTM) 9.45 | ||
Enterprise Value to Revenue 9.3 | Enterprise Value to EBITDA 97.65 | Shares Outstanding 402360992 | Shares Floating 367921549 |
Shares Outstanding 402360992 | Shares Floating 367921549 | ||
Percent Insiders 0.6 | Percent Institutions 95.18 |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock

Company Overview
History and Background
DoorDash was founded in 2013 by Tony Xu, Andy Fang, Stanley Tang, and Evan Moore. Initially called PaloAltoDelivery.com, it aimed to help local businesses with delivery logistics. It quickly grew, expanded nationally, and went public in December 2020.
Core Business Areas
- Delivery Services: DoorDash's primary segment involves providing on-demand delivery services for restaurants, grocery stores, and other retail businesses. It connects customers with local merchants through its platform.
- DashPass Subscription: This offers subscribers reduced service fees and delivery fees on eligible orders. It increases customer loyalty and order frequency.
- Platform Services: This includes providing order management tools and marketing services to merchant partners to help them reach new customers and grow their business.
Leadership and Structure
Tony Xu is the CEO. The company has a typical corporate structure with various departments like engineering, operations, marketing, and finance, reporting up to the executive team.
Top Products and Market Share
Key Offerings
- Food Delivery: DoorDash connects consumers with local restaurants for delivery. It dominates the US market. Competitors include Uber Eats and Grubhub. Market share fluctuates, but DoorDash generally maintains the largest share, exceeding 50% at times.
- Grocery Delivery: DoorDash partners with grocery stores to offer on-demand grocery delivery. Competition includes Instacart, Walmart, and Amazon. Market share is growing but smaller than food delivery.
- DashPass: Subscription service offering reduced fees. Drives loyalty and repeat business. Competitors are similar subscription models from Uber Eats and Grubhub.
Market Dynamics
Industry Overview
The food and grocery delivery industry is rapidly growing and competitive, driven by convenience and technological advancements. It is influenced by economic conditions and consumer preferences.
Positioning
DoorDash is a leading player in the US delivery market. Its competitive advantages include a large network of drivers and merchants, brand recognition, and a strong technology platform.
Total Addressable Market (TAM)
The TAM for on-demand delivery services is estimated to be hundreds of billions of dollars globally. DoorDash is positioned to capture a significant share of this market through expansion into new categories and geographies.
Upturn SWOT Analysis
Strengths
- Large driver network
- Extensive merchant partnerships
- Strong brand recognition
- Advanced technology platform
- High market share in food delivery
Weaknesses
- Reliance on gig economy workers
- High operating costs
- Profitability challenges
- Sensitivity to economic downturns
- Regulatory scrutiny regarding worker classification
Opportunities
- Expansion into new verticals (e.g., retail)
- International expansion
- Partnerships with new merchants
- Development of new technologies (e.g., drone delivery)
- Expansion of DashPass subscription
Threats
- Intense competition
- Changing consumer preferences
- Economic recession
- Regulatory changes regarding worker classification
- Increased operating costs (e.g., fuel prices)
Competitors and Market Share
Key Competitors
- UBER
- GRUB
- LYFT
Competitive Landscape
DoorDash has a first-mover advantage and a strong brand. However, competitors like Uber Eats offer integrated transportation services. Each company is vying for market share through aggressive pricing and promotions.
Major Acquisitions
Caviar
- Year: 2019
- Acquisition Price (USD millions): 410
- Strategic Rationale: Expanded DoorDash's presence in the high-end restaurant market and increased its market share.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced rapid revenue growth since its inception, driven by increased adoption of online delivery services.
Future Projections: Analyst estimates vary. Project revenue growth based on expanding TAM, and new business initiatives.
Recent Initiatives: Recent initiatives include expansion into new markets, partnerships with larger retailers, and increased investment in technology.
Summary
DoorDash is a dominant player in the US food delivery market with a strong brand and extensive network. Despite rapid growth, profitability remains a challenge due to high operating costs. Expansion into new verticals and international markets presents significant opportunities, but increased competition and regulatory pressures pose threats. DoorDash needs to focus on improving efficiency and diversifying its revenue streams to achieve sustainable profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
- Market Research Data
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and past performance is not indicative of future results.
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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