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DASH 
DoorDash, Inc. Class A Common Stock (DASH)
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Upturn Advisory Summary
12/19/2025: DASH (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
41 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $276.66
1 Year Target Price $276.66
| 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 12/19/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.96B USD | Price to earnings Ratio 117.71 | 1Y Target Price 276.66 |
Price to earnings Ratio 117.71 | 1Y Target Price 276.66 | ||
Volume (30-day avg) 41 | Beta 1.72 | 52 Weeks Range 155.40 - 285.50 | Updated Date 12/20/2025 |
52 Weeks Range 155.40 - 285.50 | Updated Date 12/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.99 |
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 6.83% | Operating Margin (TTM) 8.01% |
Management Effectiveness
Return on Assets (TTM) 3.12% | Return on Equity (TTM) 10.04% |
Valuation
Trailing PE 117.71 | Forward PE 63.29 | Enterprise Value 99975403075 | Price to Sales(TTM) 7.99 |
Enterprise Value 99975403075 | Price to Sales(TTM) 7.99 | ||
Enterprise Value to Revenue 7.91 | Enterprise Value to EBITDA 75.97 | Shares Outstanding 406334617 | Shares Floating 371572443 |
Shares Outstanding 406334617 | Shares Floating 371572443 | ||
Percent Insiders 0.58 | Percent Institutions 95.53 |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock
Company Overview
History and Background
DoorDash, Inc. (DASH) was founded in 2013 by Tony Xu, Andy Wang, and Stanley Tang. The company went public on December 9, 2020, at an IPO price of $102 per share. Key milestones include rapid expansion across the United States, Canada, and Australia, the acquisition of Caviar in 2019, and continuous innovation in logistics and delivery technology.
Core Business Areas
- Platform Services: DoorDash operates a three-sided marketplace connecting consumers with local businesses (restaurants, grocers, convenience stores) and Dashers (delivery couriers).
- Subscription Services: Offers DashPass, a subscription service providing members with $0 delivery fees and reduced service fees on eligible orders from participating merchants.
- Advertising and Analytics: Provides merchants with marketing and advertising tools, as well as data insights to optimize their operations on the platform.
- New Verticals: Expansion into non-food delivery, such as grocery, convenience store items, alcohol, and retail goods.
Leadership and Structure
DoorDash is led by CEO and co-founder Tony Xu. The company has a standard corporate structure with departments for engineering, marketing, operations, finance, and human resources. Its Class A common stock is traded on the New York Stock Exchange (NYSE).
Top Products and Market Share
Key Offerings
- DoorDash App (Consumer Platform): The primary interface for consumers to order food and other goods for delivery. This platform drives the vast majority of DoorDash's revenue. Competitors include Uber Eats, Grubhub, and regional players. Market share in the US food delivery market is estimated to be around 25-30%.
- DoorDash Merchant Platform: Tools and services for businesses to manage orders, inventory, and customer engagement. Competitors include Square, Toast, and directly from delivery platforms like Uber Eats and Grubhub. Revenue from this segment is integrated within overall platform fees and advertising.
- DashPass: A subscription service offering benefits like free delivery and reduced service fees. This is a key driver of customer loyalty and recurring revenue. Competitors offer similar subscription models (e.g., Uber One).
- White-label Delivery Solutions: DoorDash provides delivery logistics for businesses that may have their own ordering platform but need a delivery fleet. This competes with other third-party logistics providers.
Market Dynamics
Industry Overview
The on-demand delivery market is highly competitive and rapidly evolving, driven by increasing consumer demand for convenience and digital solutions. It is characterized by intense competition for users, merchants, and delivery personnel, as well as ongoing efforts to achieve profitability and expand service offerings.
Positioning
DoorDash is a leading player in the North American food delivery market. Its competitive advantages include a vast merchant network, a large and active Dasher base, sophisticated logistics technology, and a strong brand presence. The company's focus on expanding into new verticals and its subscription service, DashPass, are also key differentiators.
Total Addressable Market (TAM)
The total addressable market for food delivery and broader local commerce is estimated to be in the hundreds of billions of dollars globally. DoorDash is well-positioned to capture a significant portion of this TAM in North America and potentially expand internationally, leveraging its technology and operational expertise to address unmet needs in local commerce.
Upturn SWOT Analysis
Strengths
- Leading market share in North America
- Extensive network of restaurants and merchants
- Large and flexible delivery fleet (Dashers)
- Advanced logistics technology and operational efficiency
- Strong brand recognition and customer loyalty through DashPass
Weaknesses
- Dependence on gig economy workers and associated regulatory risks
- Path to consistent profitability still being proven
- Intense competition driving up marketing and operational costs
- Vulnerability to economic downturns impacting consumer spending
Opportunities
- Expansion into new product categories (groceries, retail, alcohol)
- International market expansion
- Growth of subscription services (DashPass)
- Leveraging data analytics for merchant services and advertising
- Partnerships with major retailers and brands
Threats
- Increased competition and price wars
- Regulatory changes impacting the gig economy
- Rising labor costs and driver shortages
- Economic recession affecting consumer discretionary spending
- Potential for disruptive new technologies or business models
Competitors and Market Share
Key Competitors
- Uber Technologies, Inc. (UBER)
- Grubhub (part of Just Eat Takeaway.com NV - JET) (OTC: JTKWY)
- Deliveroo Holdings plc (ROO.L)
- Just Eat Takeaway.com NV (JET) (OTC: JTKWY)
Competitive Landscape
DoorDash holds a strong position due to its extensive network and operational efficiency. Its primary advantage lies in its market leadership in North America and its focus on delivery logistics. However, competitors like Uber Eats benefit from a dual-sided platform (ridesharing and delivery) and global presence. Grubhub, while facing challenges, maintains a significant presence in certain urban markets. The landscape is highly competitive, with companies constantly vying for market share through promotions, service expansion, and technological innovation.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced rapid historical growth since its inception, establishing itself as a dominant player in the food delivery market. This growth has been fueled by aggressive market penetration, technological innovation, and strategic acquisitions.
Future Projections: Analyst projections for DoorDash generally point towards continued revenue growth, driven by the expansion of its platform, diversification of its offerings (e.g., grocery, convenience), and international expansion. The path to sustained profitability remains a key area of focus for future growth.
Recent Initiatives: Recent initiatives include further expansion into grocery and retail delivery, enhancements to its advertising platform for merchants, and efforts to improve driver efficiency and retention. The company is also exploring new delivery logistics solutions and partnerships to broaden its service ecosystem.
Summary
DoorDash is a dominant force in the North American food delivery market with a strong operational platform and a growing user base. Its expansion into new verticals and its subscription service, DashPass, are key growth drivers. The company faces intense competition and regulatory scrutiny regarding its gig economy model, and the path to consistent profitability remains a crucial area to watch. Continued innovation and strategic partnerships will be vital for its sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- DoorDash Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Financial data and market share estimates are subject to change and may vary depending on the source and reporting period. Investors should conduct their own due diligence before making any investment decisions.
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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