DASH

DoorDash, Inc.

Consumer CyclicalInternet RetailNASDAQ

$159.29

+$0.02 (0.01%)today

Conviction

0/ 10

Fair Value$253.70

Upside+59.27%

Signal0

Market Cap$67.8B

52W Range$143.30–$285.50

Next EarningsMay 11

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$58.06

Current Price$146.60

Upside / Down-60.4%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

37.4%/yr

±2.7% · revenue growth to justify current price

FCF-Based Reverse DCF

37.4%/yr

±3.5% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Quick Take

DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally.

Trailing P/E73.3x

Forward P/E20.4x

P/S4.9x

EPS (TTM)$2.13

Analyst Target$253.70

Analyst Upside59.3%

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Bull Case

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Bear Case

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Research Feed

sec_10kMar 2

Conviction: unchanged

DoorDash 2025 10-K: Post-Deliveroo Mega-Deal Integration Risk & Execution Headwinds

DASH post-Deliveroo (Oct 2025 acquisition) faces near-term integration risk, Dasher cost inflation from EU worker reclassification precedent (Finland May 2025), and regulatory headwinds. Strong market...