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DoorDash Inc
NASDAQ:DASH

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DoorDash Inc
NASDAQ:DASH
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Price: 181.24 USD 1.03% Market Closed
Market Cap: 76.1B USD
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Intrinsic Value

The intrinsic value of one DASH stock under the Base Case scenario is 83.47 USD. Compared to the current market price of 181.24 USD, DoorDash Inc is Overvalued by 54%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

DASH Intrinsic Value
83.47 USD
Overvaluation 54%
Intrinsic Value
Price
D
Worst Case
Base Case
Best Case

Valuation History
DoorDash Inc

Intrinsic Value History
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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

Backtest Example
DASH
Valuation History
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Valuation History Unavailable

Historical valuation for DASH cannot be conducted due to limitations such as insufficient data or other constraints.

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Fundamental Analysis

Company Overview
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Business Segments
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Economic Moat
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Earnings Call
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Management
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Contacts
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Bear Theses

Increasingly strict labor and regulatory pressures on gig-economy businesses could significantly raise DoorDash’s operating costs and challenge its contractor-based delivery model. City- and state-level rulings requiring better benefits, higher minimum wages, or reclassification of contractors as employees directly threaten its margin structure.

As DoorDash rapidly expands into new verticals like groceries and retail, it risks stretching its resources thin and diluting core competencies. High upfront costs for logistics, vendor negotiations, and technology could outpace the incremental revenues these segments generate, putting downward pressure on the company’s profitability.

Heightened competition from Uber Eats, Grubhub, and emerging local players could erode DoorDash’s market share and pricing power. With limited barriers to switching for both restaurants and consumers, the company might be forced to engage in further promotional battles that compress margins.

Bull Theses

DoorDash maintains a dominant market position in the U.S. food-delivery space, giving it leverage with both restaurant partners and drivers. Its massive order volume spreads fixed costs and builds brand recognition that smaller rivals struggle to match.

Sustained investments in marketing and technology support DoorDash’s high user retention and growing membership services like DashPass. By bundling faster delivery times and lower fees for subscribed customers, the company enhances customer loyalty and lock-in.

Expanding beyond restaurant orders to convenience stores, groceries, and retail deliveries opens new revenue streams and diversification opportunities. This multi-vertical approach leverages DoorDash’s existing logistics infrastructure to serve a broader portion of consumers’ on-demand needs.

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Financials
Annual
Quarterly
TTM
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Quarterly
TTM

Balance Sheet Decomposition
DoorDash Inc

Current Assets 7.4B
Cash & Short-Term Investments 5.3B
Receivables 732m
Other Current Assets 1.3B
Non-Current Assets 5.5B
Long-Term Investments 835m
PP&E 1.2B
Intangibles 2.8B
Other Non-Current Assets 632m
Current Liabilities 4.4B
Accounts Payable 321m
Accrued Liabilities 3.2B
Other Current Liabilities 939m
Non-Current Liabilities 604m
Other Non-Current Liabilities 604m
Efficiency

Free Cash Flow Analysis
DoorDash Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate

Earnings Waterfall
DoorDash Inc

Revenue
10.7B USD
Cost of Revenue
-5.5B USD
Gross Profit
5.2B USD
Operating Expenses
-5.1B USD
Operating Income
45m USD
Other Expenses
78m USD
Net Income
123m USD
Fundamental Scores

DASH Profitability Score
Profitability Due Diligence

DoorDash Inc's profitability score is 44/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Exceptional 3-Years Revenue Growth
ROIC is Increasing
Positive Free Cash Flow
44/100
Profitability
Score

DoorDash Inc's profitability score is 44/100. The higher the profitability score, the more profitable the company is.

DASH Solvency Score
Solvency Due Diligence

DoorDash Inc's solvency score is 72/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Low D/E
Long-Term Solvency
Short-Term Solvency
72/100
Solvency
Score

DoorDash Inc's solvency score is 72/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

DASH Price Targets Summary
DoorDash Inc

Wall Street analysts forecast DASH stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for DASH is 222.44 USD with a low forecast of 139.65 USD and a high forecast of 262.5 USD.

Lowest
Price Target
139.65 USD
23% Downside
Average
Price Target
222.44 USD
23% Upside
Highest
Price Target
262.5 USD
45% Upside
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View Analyst Estimates

Dividends

DoorDash Inc
does not pay dividends
Shareholder Yield

Current shareholder yield for DASH is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
No dividends
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Debt Paydown Yield
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Ownership

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What is the Intrinsic Value of one DASH stock?

The intrinsic value of one DASH stock under the Base Case scenario is 83.47 USD.

Is DASH stock undervalued or overvalued?

Compared to the current market price of 181.24 USD, DoorDash Inc is Overvalued by 54%.

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