DoorDash Inc - Ordinary Shares - Class A

DoorDash Inc - Ordinary Shares - Class A

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Market Cap$69.41B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
DoorDash Inc - Ordinary Shares - Class ADoorDash Inc - Ordinary Shares - Class A75-9%4.70.3

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Product + AI/agentic commerce: focus on end-to-end wins, not just better search - DoorDash expects to roll out agentic ordering/discovery over the next 12–24 months, making it easier to find, specify, and order items with lower friction and better handling of complex requests. - Strong emphasis that the “discovery” layer must translate into end-to-end completion: accurate availability (including catalog/stock reality), preference matching, speed/timeliness, and customer support—otherwise customers won’t care. - Strategic advantage highlighted: DoorDash’s proprietary structured catalog of the physical world (items/attributes located in the real world) is seen as uniquely defensible and important for agentic commerce accuracy. - Risk/limitation implied: if execution on fulfillment/catalog accuracy doesn’t keep pace with AI discovery improvements, there’s a commercialization risk.
Partnership outlook (Lyft) + membership: growth driven by “best-of-breed” experiences - Management framed memberships/partnerships as valuable only if they deliver best-in-class customer outcomes; DashPass engagement and record subscription engagement were cited as evidence. - DoorDash believes it has a large runway because it’s still a small fraction of the addressable occasions for eating and shopping; goal is to improve membership as ordering categories expand. - Implied competitive thesis: partnerships like Lyft/Uber are distribution partners, but retention and outcomes must be anchored in DoorDash’s product/experience.
Competitive positioning in Europe (including Uber pressure): “we’re stronger,” backed by share + operational KPIs - Tony Xu asserted DoorDash has never been stronger in Europe: Deliveroo is described as re-accelerating after high growth, and Wolt described as gaining share performance country-by-country. - Instead of focusing solely on macro/traffic optics, management is tracking operational improvements: lower wait times, picking/accuracy, and faster delivery as the real driver. - Strategy risk addressed indirectly: replatforming is not expected to materially increase vulnerability if operational execution continues.

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$252.43

Target Price by Analysts

63.3% upsideDoorDash Target Price DetailsTarget Price
$147.15

Current Fair Value

4.8% downside

Overvalued by 4.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$69.41 Billion
Enterprise Value$68.12 Billion
Dividend Yield$- (-)
Earnings per Share$2.19
Beta1.87
Outstanding Shares435,429,000

Return

Return on Equity9.07%ROE
Return on Assets4.69%
Return on Invested Capital6.03%

Valuation & Multiples

P/E Ratio74.98P/E Ratio
PEG-1447.18PEG
Price to Sales4.68Price to Sales
Price to Book Ratio6.72Price to Book Ratio
Enterprise Value to Revenue4.63
Enterprise Value to EBIT82.57
Enterprise Value to Net Income73
Total Debt to Enterprise0.05
Debt to Equity0.32Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 11, 2026
EPS Estimate
$1.08
Average shareholder expectation
Revenue Estimate
$4.15 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.51
Average shareholder expectation
Revenue Estimate
$4.33 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3865▼ 7.96%
Total Calls10,954,012▼ 12.09%
Total Puts4,233,814▼ 27.11%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.41%▼ 3.14%
Total Invested$53.55B▼ 35.55%
Investors Holding1,073▼ 84.00%

ESG Score

No data

About DoorDash Inc

3,279 employees

DoorDash is a technology company that connects customers with their favorite local and national businesses in more than 4,000 cities and all 50 states across the United States, Canada, and Australia. Founded in 2013, DoorDash empowers me...

Relevant Senate Committees

Joint Committee on Taxation

Provides critical technical analysis and scoring for all tax legislation, directly influencing corporate tax structures and policies that impact DoorDash's financial performance and investment decisions.

Finance

Controls taxation, including corporate tax policy, which directly impacts DoorDash's profitability and capital structure. Also influences broad economic policy affecting consumer spending.

Health, Education, Labor, and Pensions

Directly regulates labor laws, including worker classification, minimum wage, and unionization, which are fundamental to DoorDash's gig economy operating model and its cost structure.

Judiciary

Has direct oversight over antitrust laws and monopolistic practices, which can significantly impact large tech platforms like DoorDash, including potential scrutiny of market dominance and M&A activities.

Commerce, Science, and Transportation

Has vast jurisdiction over interstate commerce, technology platforms, consumer protection (FTC), and data privacy, all of which directly regulate DoorDash's core business model and operations.