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Earnings transcript
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DASH
DoorDash, Inc.
$184.01
-9.08
(-4.7%)
| Exchange: | NASDAQ |
| Market Cap: | 79.736B |
| Shares Outstanding: | 283.145M |
Delayed data
About The Company
| Sector: | Communication ServicesView sector performance | |||||
| Industry: | Internet Content & InformationView industry performance | |||||
| CEO: | Tony Xu | |||||
| Full Time Employees: | 31400 | |||||
| Address: |
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| Website: | https://www.doordash.com |
DoorDash, Inc. operates a comprehensive logistics platform globally and within the United States, linking merchants, consumers, and delivery personnel (‘dashers’). Through its primary marketplaces, DoorDash and Wolt, the company provides essential services designed to help merchants overcome critical challenges, including customer acquisition, delivery logistics, data insights and analytics, merchandising support, payment processing, and customer assistance. Additionally, DoorDash offers subscription-based products like DashPass and Wolt+, alongside white-label delivery fulfillment services under DoorDash Drive and Wolt Drive. Its portfolio also includes DoorDash Storefront, which enables merchants to provide on-demand e-commerce access to their customers, and Bbot, a solution offering digital ordering and payment processing for both in-store and online channels. Founded in 2013 as Palo Alto Delivery Inc., the company officially adopted the name DoorDash, Inc. in 2015. It is headquartered in San Francisco, California.
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Revenue Segmentation
DASH full analysis
Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive analysis of DoorDash, ticker symbol DASH, one of the biggest players in the on-demand delivery space. If you’re curious about whether this stock is a buy, hold, or sell for your portfolio, stick around because I’m breaking down everything from their financials to their valuation, recent performance, and much more. Let’s get started! Alright, let’s kick things off with a quick overview of what DoorDash is…
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 8,635,000 | 10,722,000 | 13,717,000 |
| Gross Profit | 4,046,000 | 5,180,000 | 6,979,000 |
| EBITDA | -68,000 | 717,000 | 1,689,000 |
| Operating Income | -579,000 | -38,000 | 723,000 |
| Net Income | -558,000 | 123,000 | 935,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 10,839,000 | 12,845,000 | 19,659,000 |
| Total Liabilities | 4,026,000 | 5,035,000 | 9,613,000 |
| Total Stockholders Equity | 6,806,000 | 7,803,000 | 10,033,000 |
| Total Debt | 522,000 | 536,000 | 3,290,000 |
| Cash and Cash Equivalents | 2,656,000 | 4,019,000 | 4,378,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,673,000 | 2,132,000 | 2,431,000 |
| Capital Expenditure | -324,000 | -104,000 | -257,000 |
| Free Cash Flow | 1,349,000 | 2,028,000 | 2,174,000 |
| Net Income | -558,000 | 117,000 | 932,000 |
| Net Change in Cash | 584,000 | 1,449,000 | 460,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 34,331,513.447 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 37,097,423.547 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 35,507,312.500 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 8,877,906.132 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 9,715,992.175 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 9,234,179.801 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 6,256,674.635 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 6,918,762.609 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 6,538,130.834 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 13,092,996.463 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 14,147,830.565 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 13,541,410.509 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 14.870 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 15.740 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 14.230 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 26 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 10 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: DoorDash reported strong financial results in Q4 2024, with significant revenue growth and improved profitability metrics as highlighted in the earnings call transcript. Key indicators such as net income and free cash flow show positive trends, reflecting operational efficiency and scalability.
- Market Expansion and Product Innovation: The company is actively enhancing its product offerings and expanding its market presence, leveraging technology to improve customer experience, as noted in the Q4 2024 earnings call summary. This positions DoorDash as a leader in the on-demand delivery space within its industry.
- Strong Liquidity Position: Balance sheet data indicates a healthy level of cash and cash equivalents, alongside a favorable current ratio (TTM), suggesting DoorDash has the financial flexibility to fund growth initiatives and weather short-term challenges.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates DASH intrinsic value between $176.11 – $216.19 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about DASH valuation
Is DoorDash, Inc. (DASH) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for DoorDash, Inc. (DASH) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is DASH a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether DASH trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is DASH’s P/E ratio?
You can see DASH’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for DASH?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is DASH a good long-term investment?
Whether DASH fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
DASH
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Daily snapshot
-4.7
Trading Metrics:
| Open: | 190.74 | Previous Close: | 193.09 | |
| Day Low: | 179 | Day High: | 190.74 | |
| Year Low: | 143.3 | Year High: | 285.5 | |
| Price Avg 50: | 206.06 | Price Avg 200: | 185.42 | |
| Volume: | 3.922M | Average Volume: | 4.329M |
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