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Upturn AI SWOT - About
DASH 
DoorDash, Inc. Class A Common Stock (DASH)
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Upturn Advisory Summary
06/30/2025: DASH (5-star) is a STRONG-BUY. BUY since 39 days. Profits (20.01%). Updated daily EoD!
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
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $222.98
Year Target Price $222.98
| 20 | Strong Buy |
| 8 | Buy |
| 13 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 192.88% | Avg. Invested days 73 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 102.68B USD | Price to earnings Ratio 302.89 | 1Y Target Price 222.98 |
Price to earnings Ratio 302.89 | 1Y Target Price 222.98 | ||
Volume (30-day avg) 41 | Beta 1.67 | 52 Weeks Range 99.32 - 247.08 | Updated Date 06/30/2025 |
52 Weeks Range 99.32 - 247.08 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.8 |
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 3.02% | Operating Margin (TTM) 5.67% |
Management Effectiveness
Return on Assets (TTM) 1.42% | Return on Equity (TTM) 4.34% |
Valuation
Trailing PE 302.89 | Forward PE 107.53 | Enterprise Value 97389557648 | Price to Sales(TTM) 9.13 |
Enterprise Value 97389557648 | Price to Sales(TTM) 9.13 | ||
Enterprise Value to Revenue 8.66 | Enterprise Value to EBITDA 129.85 | Shares Outstanding 398680992 | Shares Floating 363623309 |
Shares Outstanding 398680992 | Shares Floating 363623309 | ||
Percent Insiders 0.75 | Percent Institutions 97.06 |
Analyst Ratings
Rating 5 | Target Price 222.98 | Buy 8 | Strong Buy 20 |
Buy 8 | Strong Buy 20 | ||
Hold 13 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock
Company Overview
History and Background
DoorDash, Inc. was founded in 2013 by Tony Xu, Stanley Tang, Andy Fang, and Evan Moore. Initially named PaloAltoDelivery.com, it aimed to provide on-demand delivery from local restaurants in the Stanford area. It rebranded as DoorDash later that year and expanded rapidly. The company went public in December 2020.
Core Business Areas
- Marketplace: Connects consumers with merchants, primarily restaurants, for on-demand delivery and pickup. Also encompasses groceries and retail items.
- DashPass: A subscription service offering reduced fees and other benefits to consumers.
- Platform Services: Provides logistics solutions and other services to merchants, including white-label delivery and catering.
Leadership and Structure
Tony Xu is the CEO and Co-founder. The company operates with a functional organizational structure, with departments such as Engineering, Marketing, Operations, and Finance, reporting to the executive team.
Top Products and Market Share
Key Offerings
- Food Delivery: DoorDash's core business, connecting consumers with restaurants for delivery. Holds approximately 60% market share in the US (as of Q4 2023). Competitors include Uber Eats, Grubhub, and Instacart. Revenue from food delivery comprises the majority of total revenue. High barriers to entry due to network effects.
- Grocery and Retail Delivery: Expanding beyond restaurants to include grocery stores, convenience stores, and retail shops. Market share is smaller but growing rapidly. Competitors include Instacart, Amazon Fresh, and Uber Eats. Represents a growing segment of DoorDash's business. High growth potential in a large market.
- DashPass: A subscription service for customers. Growing rapidly at 50%+ YoY. No precise breakdown from Dash for revenue. Competitors are Uber One and Grubhub+.
Market Dynamics
Industry Overview
The online food delivery industry is characterized by intense competition, rapid growth, and evolving consumer preferences. Key trends include increasing demand for convenience, the rise of dark kitchens, and the expansion of delivery services into new verticals (e.g., grocery, retail).
Positioning
DoorDash is the leading food delivery platform in the US, with a focus on speed, reliability, and selection. The company benefits from a strong brand, a large network of drivers and merchants, and a sophisticated technology platform.
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 share of this market through expansion into new geographies and verticals, as well as through innovation in its core delivery business. Estimated TAM is $800 billion
Upturn SWOT Analysis
Strengths
- Market Leadership in the US
- Large and Growing Network of Drivers and Merchants
- Strong Brand Recognition
- Advanced Technology Platform
- DashPass subscription service
Weaknesses
- Reliance on Independent Contractors
- Profitability Challenges
- High Competition
- Regulatory Scrutiny
Opportunities
- Expansion into New Geographies
- Diversification into New Verticals (e.g., Grocery, Retail)
- Partnerships with Restaurants and Retailers
- Development of New Technologies (e.g., Drone Delivery)
- Growth of DashPass
Threats
- Increased Competition
- Changes in Regulations Regarding Independent Contractors
- Economic Downturn
- Rising Fuel Costs
- Cybersecurity Breaches
Competitors and Market Share
Key Competitors
- Uber Technologies, Inc. (UBER)
- Grubhub Inc.(GRUB)
- Instacart (private)
Competitive Landscape
DoorDash benefits from its superior market share and brand recognition. Uber Eats poses a significant competitive threat, while Grubhub has been losing share. Instacart is a major competitor in the grocery delivery space.
Major Acquisitions
Caviar
- Year: 2019
- Acquisition Price (USD millions): 410
- Strategic Rationale: Expanded DoorDash's restaurant selection and geographic reach.
Wolt
- Year: 2022
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expanded DoorDash's geographic presence especially in Europe.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced rapid revenue growth since its founding, driven by increasing demand for online food delivery. The company has also expanded into new markets and verticals.
Future Projections: Analysts project continued revenue growth for DoorDash, driven by expansion into new markets and verticals, as well as increasing adoption of DashPass. Profitability is expected to improve as the company achieves greater scale and efficiency.
Recent Initiatives: Recent initiatives include expansion into grocery and retail delivery, investments in new technologies (e.g., drone delivery), and partnerships with restaurants and retailers. Building out their advertising business model.
Summary
DoorDash is a leading food delivery platform with strong market share and brand recognition. The company is expanding into new verticals, such as grocery and retail, which will boost growth. Profitability is a key focus with improvements being made to their business model. Intense competition and regulatory risks are ongoing concerns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Public News Articles
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data may be delayed.
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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