Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DASH.MX
SELLREMOVEDoorDash, Inc. · Consumer Cyclical · United States · $74.4B · Avg Vol: $68K/d
DoorDash is a food delivery platform with high valuation and thin economic moats, failing the Terry Smith lens due to low structural profitability and high labor cost inflation.
COMPANY DESCRIPTION
DoorDash, Inc. is the dominant local logistics and food delivery platform in the United States, connecting consumers with local merchants and independent couriers. The company's competitive moat is sustained by powerful three-sided network effects and a leading market share that exceeds 60% in the US food delivery space. DoorDash operates as a market leader, leveraging its logistics engine to expand into grocery, convenience, and retail delivery.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 379.2M | 497.4M | 617.7M | 790.2M | 27.7% |
| EPS | -0.21 | -0.08 | 0.02 | 0.13 | 630.0% |
| Shares | 391.5M | 403.2M | 419.7M | 434.2M | +10.9% |
| Debt | 29.4M | 30.1M | 30.9M | 189.5M | 86.0% |
| Equity | 389.1M | 392.1M | 449.5M | 578.0M | 14.1% |
| Op CF | 21.1M | 96.4M | 122.8M | 140.0M | 87.8% |
| Inv CF | -17.3M | -19.7M | -25.6M | -253.0M | — |
| Fin CF | -21.6M | -43.3M | -11.8M | 136.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of DASH.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DASH.MX | DoorDash, Inc.(you) | $74.4B | 24 | SELL |
| MELIN.MX | MercadoLibre, Inc. | $81.0B | 25 | SELL |
| PRX.AS | Prosus N.V. | $92.3B | 25 | SELL |
| SE | Sea Limited | $54.5B | 28 | SELL |
| 3690.HK | Meituan | $56.7B | 12 | STRONG SELL |
| BABA | Alibaba Group Holding Limited | $250.3B | 24 | SELL |
| JDN.MX | JD.com, Inc. | $36.8B | 35 | SELL |
| NPN.JO | Naspers Limited | $37.8B | 39 | HOLD |
| PDD | PDD Holdings Inc. | $111.3B | 47 | HOLD |
| CPNG | Coupang, Inc. | $32.0B | 10 | STRONG SELL |
Peer medians: ROE 8.0% · P/E 17.2x · Gross margin 30.5%