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

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Upturn Advisory Summary
11/28/2025: DASH (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $276.17
1 Year Target Price $276.17
| 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 85.50B USD | Price to earnings Ratio 100.19 | 1Y Target Price 276.17 |
Price to earnings Ratio 100.19 | 1Y Target Price 276.17 | ||
Volume (30-day avg) 41 | Beta 1.7 | 52 Weeks Range 155.40 - 285.50 | Updated Date 11/30/2025 |
52 Weeks Range 155.40 - 285.50 | Updated Date 11/30/2025 | ||
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 - | 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 100.19 | Forward PE 49.75 | Enterprise Value 84511176213 | Price to Sales(TTM) 6.77 |
Enterprise Value 84511176213 | Price to Sales(TTM) 6.77 | ||
Enterprise Value to Revenue 6.69 | Enterprise Value to EBITDA 64.22 | Shares Outstanding 406334617 | Shares Floating 372102571 |
Shares Outstanding 406334617 | Shares Floating 372102571 | ||
Percent Insiders 0.58 | Percent Institutions 95.5 |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock

Company Overview
History and Background
DoorDash, Inc. was founded in 2013 by Tony Xu, Andy Fang, Stanley Tang, and Evan Moore. Initially named PaloAltoDelivery.com, it rebranded to DoorDash and quickly expanded, becoming a leading food delivery service in the US. It went public in December 2020.
Core Business Areas
- Delivery: DoorDash's core business involves facilitating the delivery of food and other goods from restaurants and merchants to customers.
- DashPass: A subscription service offering unlimited deliveries with reduced service fees on eligible orders.
- Platform Services: Provides technology and logistical services to restaurants and merchants, enabling them to offer delivery and pickup options.
- Drive: A white-label delivery service that allows businesses to offer delivery directly to their customers using DoorDash's network.
Leadership and Structure
Tony Xu serves as CEO. The company has a board of directors and a structured organizational hierarchy typical of a publicly traded technology company, with departments for engineering, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Food Delivery: DoorDash's primary offering involves delivering food from restaurants to customers. It holds a significant market share in the US food delivery market. Competitors include Uber Eats, Grubhub, and Instacart. Market Share in the US is estimated around 59%.
- Grocery & Retail Delivery: Expanding beyond restaurants, DoorDash offers delivery of groceries, convenience store items, and retail goods. Competitors include Instacart, Amazon, and Uber Eats. Market share is growing within the category.
- DashPass: DashPass offers subscription holders free delivery and reduced service fees. Number of subscribers unknown; important for retention and frequency of orders. Competitors are Grubhub+ and Uber One.
Market Dynamics
Industry Overview
The online food delivery industry is experiencing continuous growth driven by consumer demand for convenience and increased online shopping habits. Competition is intense, with companies vying for market share through promotions, partnerships, and technological innovations.
Positioning
DoorDash is a leader in the US food delivery market. It has a strong brand recognition and a vast network of restaurants and delivery drivers. Its competitive advantages include its scale, technology platform, and focus on customer experience.
Total Addressable Market (TAM)
The global online food delivery market is estimated to be hundreds of billions of dollars. DoorDash is positioned to capture a significant portion of this TAM, especially in North America, through its established presence and continued expansion into new markets and verticals.
Upturn SWOT Analysis
Strengths
- Large Market Share
- Strong Brand Recognition
- Extensive Delivery Network
- Technological Infrastructure
- DashPass Subscription Program
Weaknesses
- Reliance on Gig Economy Workers
- Profitability Concerns
- High Competition
- Regulatory Risks
- Dependence on Restaurant Partnerships
Opportunities
- Expansion into New Markets
- Diversification of Offerings (Grocery, Retail)
- Partnerships with Retailers
- Technological Advancements (Drones, Automation)
- Increased Adoption of Online Ordering
Threats
- Increased Competition
- Economic Downturn
- Changes in Regulations (Gig Worker Classification)
- Labor Shortages
- Rising Fuel Costs
Competitors and Market Share
Key Competitors
- Uber Technologies, Inc. (UBER)
- Grubhub, Inc. (GRUB)
- Just Eat Takeaway.com N.V. (TKAYY)
Competitive Landscape
DoorDash has a competitive advantage in the US market due to its large scale and established presence. However, competition from Uber Eats and Grubhub remains intense. DoorDash needs to continue innovating and improving its service to maintain its market leadership.
Major Acquisitions
Caviar
- Year: 2019
- Acquisition Price (USD millions): 410
- Strategic Rationale: Expand DoorDash's reach into higher-end restaurants and diversify its customer base.
Wolt
- Year: 2022
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expand DoorDash's market into new international markets and gain Wolt's technology.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced significant revenue growth due to increased adoption of online food delivery services. Its growth has been fueled by expansion into new markets and offerings.
Future Projections: Future growth projections depend on various factors, including market conditions, competition, and execution of strategic initiatives. Analyst estimates should be used for specific numerical projections.
Recent Initiatives: Recent initiatives include expansion into new verticals (grocery, retail), partnerships with major retailers, and technological improvements to enhance the customer and driver experience.
Summary
DoorDash is a market leader in the US food delivery sector, with a strong brand and extensive network. While it faces profitability challenges and intense competition, its growth potential remains significant through diversification and expansion. Keeping a close eye on regulatory changes and labor costs is essential for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Industry Reports
- Market Research Data
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is approximate and may vary depending on the source.
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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