Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DASH
SELLDoorDash, Inc. · Consumer Cyclical · United States · $75.3B · Avg Vol: $801M/d
COMPANY DESCRIPTION
DoorDash, Inc. operates a leading last-mile logistics platform connecting consumers with local businesses, primarily for food delivery, but expanding into convenience, grocery, and retail. Its dominant market share and extensive merchant and driver network in key geographies create powerful network effects, enhancing speed and selection for consumers. DoorDash is the market leader in food delivery, actively diversifying into broader local commerce.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 6.6B | 8.6B | 10.7B | 13.7B | 27.7% | 14.7B | 17.6B | 21.2B | 24.3% |
| EPS | -1.39 | -3.68 | -1.42 | 0.30 | 2.19 | 630.0% | 2.17 | 2.62 | — | 19.5% |
| Shares | — | 391.5M | 403.2M | 419.7M | 434.2M | +10.9% | 411.3M | — | — | — |
| Debt | — | 511.0M | 522.0M | 536.0M | 3.3B | 86.0% | 3.3B | — | — | — |
| Equity | — | 6.8B | 6.8B | 7.8B | 10.0B | 14.1% | — | — | — | — |
| Op CF | — | 367.0M | 1.7B | 2.1B | 2.4B | 87.8% | 2.4B | — | — | — |
| Inv CF | — | -300.0M | -342.0M | -444.0M | -4.4B | — | — | — | — | — |
| Fin CF | — | -375.0M | -752.0M | -204.0M | 2.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of DASH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DASH | DoorDash, Inc.(you) | $75.3B | 28 | SELL |
| PRX.JO | Prosus N.V. | $90.8B | 28 | SELL |
| SE | Sea Limited | $61.2B | 35 | HOLD |
| MLB1.DE | MercadoLibre, Inc. | $85.0B | 41 | HOLD |
| JD | JD.com, Inc. | $40.8B | 36 | HOLD |
| 3690.HK | Meituan | $50.6B | 16 | STRONG SELL |
| PDD | PDD Holdings Inc. | $117.7B | 40 | HOLD |
| 9988.HK | Alibaba Group Holding Limited | $219.2B | 26 | SELL |
| NPN.JO | Naspers Limited | $36.8B | 45 | HOLD |
| CPNG | Coupang, Inc. | $27.8B | 12 | STRONG SELL |
Peer medians: ROE 7.8% · P/E 17.1x · Gross margin 30.2%