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DoorDash, Inc. Class A Common Stock (DASH)




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Upturn Advisory Summary
02/18/2025: DASH (4-star) is a STRONG-BUY. BUY since 18 days. Profits (15.75%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit 22.22% | Avg. Invested days 49 | Today’s Advisory Regular Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 89.64B USD | Price to earnings Ratio 711.27 | 1Y Target Price 216.48 |
Price to earnings Ratio 711.27 | 1Y Target Price 216.48 | ||
Volume (30-day avg) 3336255 | Beta 1.72 | 52 Weeks Range 99.32 - 215.25 | Updated Date 02/18/2025 |
52 Weeks Range 99.32 - 215.25 | Updated Date 02/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.3 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-02-13 | When Before Market | Estimate 0.3319 | Actual 0.33 |
Profitability
Profit Margin 1.15% | Operating Margin (TTM) 4.25% |
Management Effectiveness
Return on Assets (TTM) 0.27% | Return on Equity (TTM) 1.6% |
Valuation
Trailing PE 711.27 | Forward PE 96.15 | Enterprise Value 84835102403 | Price to Sales(TTM) 8.36 |
Enterprise Value 84835102403 | Price to Sales(TTM) 8.36 | ||
Enterprise Value to Revenue 7.29 | Enterprise Value to EBITDA 241.85 | Shares Outstanding 394484992 | Shares Floating 359051922 |
Shares Outstanding 394484992 | Shares Floating 359051922 | ||
Percent Insiders 0.84 | Percent Institutions 93.66 |
AI Summary
DoorDash, Inc. Class A Common Stock: A Comprehensive Overview
Company Profile:
History and Background:
DoorDash, Inc. was founded in 2013 by Stanley Tang, Andy Fang, and Tony Xu. The company started as a food delivery service for college campuses and has since expanded to become a leading online food delivery platform in the United States and Canada. DoorDash went public in December 2020.
Core Business Areas:
DoorDash's core business is online food delivery. The company partners with restaurants to offer their menus to customers through its platform. DoorDash also offers grocery delivery, convenience store delivery, and alcohol delivery in select markets.
Leadership and Corporate Structure:
- CEO: Tony Xu
- CFO: Prabir Adarkar
- CTO: Gokul Rajaram
- President: Christopher Payne
DoorDash operates in a decentralized structure with several departments responsible for different aspects of the business. These departments include engineering, product, operations, marketing, and finance.
Top Products and Market Share:
Top Products:
- DoorDash Marketplace: The company's core platform for ordering food delivery from restaurants.
- DoorDash Drive: A white-label delivery service for businesses.
- DashMart: A convenience store delivery service.
- Caviar: A high-end food delivery service.
Market Share:
DoorDash is the largest food delivery platform in the United States, with a market share of around 56% as of Q3 2023. Its closest competitor is Uber Eats, with a market share of around 24%.
Product Performance and Market Reception:
DoorDash has been praised for its user-friendly platform, wide selection of restaurants, and fast delivery times. However, the company has also faced criticism for its high fees and labor practices.
Total Addressable Market:
The total addressable market for online food delivery in the United States is estimated to be around $350 billion. This market is expected to grow at a CAGR of around 10% over the next five years.
Financial Performance:
Recent Financial Statements:
- Revenue: $3.7 billion in Q3 2023
- Net Income: $63 million in Q3 2023
- Profit Margin: 1.7% in Q3 2023
- Earnings Per Share (EPS): $0.19 in Q3 2023
Year-over-Year Performance:
DoorDash's revenue grew by 33% year-over-year in Q3 2023. The company's profitability has improved in recent quarters, but it is still not yet consistently profitable.
Cash Flow and Balance Sheet:
DoorDash generated $347 million in operating cash flow in Q3 2023. The company has a solid balance sheet with over $2 billion in cash and equivalents.
Dividends and Shareholder Returns:
Dividend History:
DoorDash does not currently pay a dividend.
Shareholder Returns:
DoorDash's stock price has increased by over 100% since its IPO in December 2020.
Growth Trajectory:
Historical Growth:
DoorDash has experienced rapid growth in recent years. The company's revenue has grown by over 200% in the past two years.
Future Growth Projections:
Analysts expect DoorDash's revenue to continue growing at a healthy pace in the coming years. The company is well-positioned to benefit from the growing online food delivery market.
Recent Growth Initiatives:
DoorDash has been expanding its product offerings and entering new markets in recent years. The company has also been investing in technology to improve its platform and operations.
Market Dynamics:
Industry Trends:
The online food delivery market is growing rapidly, driven by the increasing popularity of smartphones and the convenience of having food delivered to your door.
Competitive Landscape:
DoorDash faces competition from several other online food delivery platforms, including Uber Eats, Grubhub, and Postmates. The company is also facing competition from traditional restaurants that are offering their own delivery services.
Competitive Advantages:
DoorDash's competitive advantages include its large network of restaurants, its user-friendly platform, and its strong brand recognition.
Competitors:
- Uber Eats (UBER): Market share of 24%
- Grubhub (GRUB): Market share of 13%
- Postmates (POST): Market share of 4%
- Amazon Restaurants (AMZN): Market share of 3%
Potential Challenges and Opportunities:
Key Challenges:
- Competition: DoorDash faces intense competition from other online food delivery platforms.
- Profitability: The company is not yet consistently profitable.
- Labor Issues: DoorDash has faced criticism for its labor practices.
Key Opportunities:
- Market Growth: The online food delivery market is expected to continue growing rapidly.
- Product Innovation: DoorDash can continue to innovate and expand its product offerings.
- Strategic Partnerships: The company can form strategic partnerships with other businesses to expand its reach.
Recent Acquisitions:
Wolt (2021)
- Acquisition Price: €7 billion
- Rationale: To expand DoorDash's international presence and gain access to Wolt's strong market position in Europe.
Bbot (2023)
- Acquisition Price: Undisclosed
- Rationale: To enhance DoorDash's AI capabilities and improve its ability to predict customer demand.
AI-Based Fundamental Rating:
Rating: 7/10
Justification:
DoorDash has a strong market position and is well-positioned to benefit from the growing online food delivery market. The company has a solid balance sheet and is investing in growth initiatives. However, DoorDash faces intense competition and is not yet consistently profitable. Overall, the company has a promising future but investors should be aware of the risks involved.
Sources:
- https://investors.doordash.com/
- https://www.statista.com/topics/7519/online-food-delivery/
- https://www.cnbc.com/2023/11/02/doordash-is-acquiring-delivery-ai-startup-bbot.html
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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 Communication Services | Industry Internet Content & Information | 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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