SuperworthDoorDash DASH
- Market cap
- $77.7B
- PE
- 93.9×
- 1y median 106×
- Forward PE
- 51.3×
- 6y median 95.1×
- Price to sales
- 4.9×
- EV/EBIT
- 98.5×
- Revenue, 12 months
- $15.9B
- +34% on a year ago
- Net margin
- 5.3%
- Free cash flow yield
- 3.3%
DoorDash trades at 93.9× trailing earnings, cheaper than 66% of the last ten years. Revenue was $15.9B over the last twelve months, up 34% on a year earlier with a 5% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $2.2B+27% | $2.3B+27% | $2.5B+24% | $2.6B+23% | $2.7B+25% | $2.9B+25% | $3B+21% | $3.3B+25% | $3.4B+27% | $4B+38% | $4B+33% | $4.5B+36% | |
| Cost of revenue | $1.2B+24% | $1.2B+21% | $1.3B+24% | $1.4B+22% | $1.4B+19% | $1.5B+18% | $1.5B+13% | $1.6B+17% | $1.7B+23% | $1.9B+33% | $2B+33% | $2.1B+30% |
| Gross profit | $1B+31% | $1.1B+34% | $1.2B+23% | $1.2B+25% | $1.3B+32% | $1.4B+32% | $1.5B+30% | $1.7B+34% | $1.8B+32% | $2B+42% | $2B+33% | $2.3B+41% |
| R&D | $250M+11% | $253M+1% | $279M+21% | $303M+13% | $289M+16% | $297M+17% | $306M+10% | $351M+16% | $355M+23% | $419M+41% | $398M+30% | $535M+52% |
| SG&A | $738M+1% | $780M+7% | $823M+5% | $1B+24% | $798M+8% | $865M+11% | $918M+12% | $995M−1% | $976M+22% | $1.2B+37% | $1.2B+28% | $1.4B+37% |
| −$108M−65% | −$89M−76% | −$61M−64% | −$201M−5% | $107M | $117M | $155M | $163M | $258M+141% | $147M+26% | $151M−3% | $156M−4% | |
| Interest expense | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | −$69M−77% | −$139M−79% | −$18M−88% | −$157M−13% | $155M | $176M | $198M | $271M | $248M+60% | $222M+26% | $191M−4% | $207M−24% |
| $6M | $17M | $7M−59% | $1M | −$6M | $37M+118% | $6M−14% | −$13M | $5M | $9M−76% | $8M+33% | $8M | |
| Net income | −$73M−75% | −$154M−76% | −$23M−86% | −$157M−8% | $162M | $141M | $193M | $285M | $244M+51% | $213M+51% | $184M−5% | $200M−30% |
| −$0.19−75% | −$0.39−76% | −$0.06−85% | −$0.38−14% | $0.38 | $0.32 | $0.44 | $0.65 | $0.55+45% | $0.48+50% | $0.42−5% | $0.46−29% | |
| 393.2M+2% | 399.3M+3% | 405.5M+4% | 410.5M+6% | 428M+9% | 435.7M+9% | 435.6M+7% | 438.4M+7% | 441.8M+3% | 442.9M+2% | 442.3M+2% | 439.3M+0% |
Gross profit: 25 periods, Q1 FY20 to Q2 FY26: not printed by the filing, worked out from its own lines.
EPS, diluted: 6 periods, Q4 FY20 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 4 periods, Q4 FY20 to Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. Q4 FY24: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution. Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $4.6B | $4.4B to $4.6B | $0.81 | $0.56 to $1.06 | 21 |
| Q4 FY26 | $4.8B | $4.6B to $5.1B | $0.84 | $0.50 to $1.01 | 20 |
| Q1 FY27 | $4.9B | $4.7B to $5.1B | $0.86 | $0.81 to $0.91 | 9 |
| Q2 FY27 | $5.3B | $5.1B to $5.6B | $0.99 | $0.93 to $1.05 | 9 |
| Q3 FY27 | $5.5B | $5.2B to $5.7B | $1.23 | $1.15 to $1.30 | 9 |
| Q4 FY27 | $5.8B | $5.5B to $6B | $1.27 | $1.20 to $1.35 | 9 |
| Q1 FY28 | $5.8B | $5.5B to $6B | $1.42 | $1.34 to $1.50 | 10 |
| Q2 FY28 | $6.2B | $5.9B to $6.5B | $1.32 | $1.24 to $1.40 | 10 |
Peers
Companies in Communication Services nearest DoorDash's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| DASHDoorDash | $77.7B | 93.9× | 106× | 51.3× | 4.9× | +34% | 5.3% |
| CMCSAComcast | $80.5B | 7.3× | 15.5× | 6.6× | 0.6× | +1% | 9.0% |
| TAT&T | $143.4B | 11.3× | 11.4× | 8.3× | 1.1× | +4% | n/m |
| LYVLive Nation Entertainment | $40.9B | n/m | 92.2× | 149× | 1.6× | +11% | 0.5% |
| TMUST-Mobile US | $157.2B | 15.3× | 25.1× | 11.6× | 1.7× | +10% | 11.5% |
| TKOTKO | $32.8B | 60.7× | 81.4× | n/m | 6.2× | +5% | 4.3% |
| VZVerizon Communications | $185.6B | 11.6× | 11.8× | 8.7× | 1.3× | +1% | 11.6% |
| DISWalt Disney | $194.3B | 23.2× | 21.6× | 14.9× | 2.0× | +5% | 8.7% |
| FOXAFox | $27.9B | 17.3× | 13.7× | 11.2× | 1.6× | +5% | 9.8% |
| RDDTReddit | $27.8B | 33.5× | 102× | 23.5× | 10.0× | +67% | 31.3% |
| ROKURoku | $23.5B | 67.8× | 101× | 48.7× | 4.5× | +19% | 6.8% |
| Peer median | $60.7B | 17.3× | 23.4× | 11.6× | 1.7× | +5% | 9.0% |
Investors who own it
Investors we follow who held DoorDash at the end of Jun 30, 2026, from their 13F filings.
- Henry EllenbogenDurable Capital Partners7.5% of portfoliotrimmed
- Tom RussoGardner Russo & Quinn2.5% of portfolioadded
- Baillie GiffordBaillie Gifford1.1% of portfoliotrimmed
- Dan SundheimD1 Capital Partners0.7% of portfoliotrimmed
- Cathie WoodARK Investment Management0.5% of portfolioadded
- Philippe LaffontCoatue Management0.2% of portfoliotrimmed
- Chase ColemanTiger Global Management0.0% of portfolio
More on DoorDash
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #10of 108Communication services stocks with the fastest revenue growth
- #4of 16Communication services stocks with the fastest expected revenue growth
Its groups
About
- Industry
- Internet Content & Information
- Sector
- Communication Services
Valuation data, not investment advice. Prices as of .