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DoorDash, Inc. Class A Common Stock (DASH)

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Upturn Advisory Summary
10/30/2025: DASH (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $302.52
1 Year Target Price $302.52
| 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   5.0 |  Stock Returns Performance   5.0 | 
|  Profits based on simulation |  Last Close 10/30/2025 | 
Key Highlights
|  Company Size  Large-Cap Stock  |  Market Capitalization  113.66B  USD  |  Price to earnings Ratio  146.99  |  1Y Target Price  302.52  | 
|  Price to earnings Ratio  146.99  |  1Y Target Price  302.52  | ||
|  Volume (30-day avg)  41  |  Beta  1.71  |  52 Weeks Range  152.26 - 285.50  |  Updated Date  10/30/2025  | 
|  52 Weeks Range  152.26 - 285.50  |  Updated Date  10/30/2025  | ||
|  Dividends yield (FY)  -  |  Basic EPS (TTM)  1.81  | 
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  -  | 
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  146.99  |  Forward PE  62.89  |  Enterprise Value  113633052174  |  Price to Sales(TTM)  9.56  | 
|  Enterprise Value  113633052174  |  Price to Sales(TTM)  9.56  | ||
|  Enterprise Value to Revenue  9.55  |  Enterprise Value to EBITDA  100.29  |  Shares Outstanding  402361247  |  Shares Floating  367464451  | 
|  Shares Outstanding  402361247  |  Shares Floating  367464451  | ||
|  Percent Insiders  0.73  |  Percent Institutions  95.35  | 
 Upturn AI SWOT
 Upturn AI SWOT 
DoorDash, Inc. Class A Common Stock

Company Overview
 History and Background
 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
 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
 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
 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
 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
 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.
 AI Summarization is directionally correct and might not be accurate. 
 Summarized information shown could be a few years old and not current.
 Summarized information shown could be a few years old and not current. 
 Fundamental Rating based on AI could be based on old data.
 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.
 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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.


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