DoorDash Class A Stock Analysis

DASH Stock  USD 172.57  -3.27  -1.86%   
The normalized share price trajectory for DoorDash Class A covers data since December 9, 2020. Economic cycle markers are included to frame performance. Revenue for DoorDash totals 13.72 billion over the trailing period.
 200 Day MA
216.76
 50 Day MA
167.32
 Beta
1.87
Macro event markers
 
Covid
 
Interest Hikes
At the current market price of $172.57, DASH trades below the analyst target price of $249.67. This stock analysis anchors on intrinsic value — what DASH is worth based on fundamentals rather than market sentiment. Fundamental metrics and price behavior for DASH are examined below to identify alignment or divergence between the two signals.
DASH holds a debt-to-equity ratio of 0.07 relative to consumer discretionary peers. Based on figures reported as of December 31, 2025, Net Debt To EBITDA is holding steady around -0.37x; this negative ratio reflects excess cash rather than leverage, signaling limited reliance on external financing, while Net Debt is staying broadly flat near $-627 million, indicating that DoorDash holds more cash than total debt and operates with a net cash position. Leverage trends matter as much as the current level — rising debt-to-equity over consecutive quarters signals increasing structural risk for DoorDash.

Asset vs Debt

Equity vs Debt

Free Cash Flow Yield stood at 2.25% as of December 31, 2025. Meanwhile, Operating Cash Flow Per Share is near current levels at 5.69, while Market Cap is staying broadly flat near $8.02 billion.
 Price Book
7.64
 Price Sales
5.48
 Shares Float
373.3 million
 Wall Street Target Price
249.67
 Earnings Share
2.09
DoorDash Class A's financial profile includes $13.7 billion in Total Revenue, $932.0 million in Net Income, and $5.2 million in Non Operating Income Net Other.
  

Stock Analysis Notes

About 98.0% of DASH shares are held by institutions such as insurance companies. DASH has Price/Earnings To Growth (PEG) ratio of 1.8. DASH had not issued any dividends in recent years. DoorDash Class A's financial profile includes $0.42 in Intangibles To Total Assets, $19.7 billion in Total Assets, and a Return On Assets of 5.0%.

Gross Profit

$7.33 billion
Gross Profit stood at $6.98 billion as of December 31, 2025.

Investor Insights and Alerts

DoorDash Class A generated a negative expected return over the last 90 days
DoorDash Class A has high historical volatility and very poor performance
Latest headline from finance.yahoo.com: Acquisition by Lori Lee of 200 shares of ATT at 28.01 subject to Rule 16 b-3

Largest EPS Surprises

For DoorDash, each quarterly earnings release acts as a market reset. The gap between what analysts expect and what the company delivers is one of the most direct drivers of short-term repricing. For this stock, read EPS surprises with profitability quality and forward revisions.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2024-05-01
2024-03-31-0.04-0.06-0.0250 
2021-11-09
2021-09-30-0.26-0.3-0.0415 
2022-05-05
2022-03-31-0.41-0.48-0.0717 
View All Earnings Estimates

Environmental, Social, and Governance (ESG) Scores

ESG scores for DoorDash Class A track environmental, social, and governance factors that can affect operations and valuation over time. The business currently sits in the Communication Services sector and the Internet Content & Information industry. ESG data works best as a risk and quality layer rather than a standalone score.

Top Institutional Investors Holding DoorDash Stock

At large-cap scale, institutional coverage and secondary-market liquidity are typically well established. The holder split in DoorDash Class A separates passive index allocation from active institutional positioning. The business currently sits in the Consumer Discretionary sector and the Consumer Services industry. Volume spikes around index rebalance dates warrant attention given the high institutional share.
Shares
Hhg Plc2025-12-31
5.5 M
Wellington Management Company Llp2025-12-31
5.5 M
Norges Bank2025-12-31
4.8 M
Amvescap Plc.2025-12-31
4.5 M
Sands Capital Management, Llc2025-12-31
4.5 M
Coatue Management Llc2025-12-31
4.4 M
The Goldman Sachs Group Inc2025-12-31
3.7 M
Durable Capital Partners Lp2025-12-31
3.6 M
Fmr Inc2025-12-31
3.5 M
Vanguard Group Inc2025-12-31
43.4 M
Sc Us (ttgp), Ltd.2025-12-31
31.7 M
DoorDash Class A large-cap profile at 75.2 billion shapes market structure and potential liquidity pressure during stressed periods. The business currently sits in the Communication Services sector and the Internet Content & Information industry. Institutional flows, insider activity, and short interest together distinguish passive index allocation from active positioning for a large-cap like DoorDash Class A.

Market Capitalization

Market capitalization for DoorDash Class A is about $75.2 billion, leaving the company classified as large-cap across hotels, restaurants & leisure companies. Other size-related inputs worth noting are about 411.36 million shares outstanding, enterprise value near $72.98 billion, and a workforce of about 31,400 people.

Profitability

Profitability analysis for DoorDash Class A focuses on how well revenue converts into operating income, net income, and free cash flow. The key question is whether current profitability is lasting, cyclical, or boosted by items that may not repeat. DASH has Profit Margin (PM) of 7.0%. Similarly, it shows Operating Margin (OM) of 5.0%.
Last ReportedEnd Of Year Estimate
Return On Tangible Assets0.080.08
Return On Capital Employed0.050.06
Return On Assets5.00%5.00%
Return On Equity9.00%10.00%

Management Efficiency

DASH has return on total asset (ROA) of 3.23% suggesting positive total asset efficiency. This is in the middle of the sector distribution. DASH also reports a return on stockholder's equity (ROE) of 10.44%, suggesting positive equity efficiency for the period.
Last ReportedEnd Of Year Estimate
Book Value Per Share23.5228.49
Tangible Book Value Per Share5.315.04
Price Book Value Ratio9.64x8.46x
Enterprise Value Multiple56.89x59.74x
Price Fair Value9.64x8.46x
Enterprise Value$5.95 billion$7.83 billion
Management execution at DoorDash Class A is evaluated by whether strategy, financial discipline, and operating results are moving in the same direction. In practice, management analysis provides context for determining whether recent results reflect skill, favorable timing, or a mix of both.
 Operating Margin
5.3%
 Three Month Return
-9.13
 Short Long Term Debt Total
3.94 billion
 Ten Year Return
-11.84
 Three Year Return
165.61

Technical Drivers

As of the 5th of May, DoorDash indicates a price level of 172.57 per share. Price-based signals reflect Mean Deviation of 2.38, standard deviation of 3.21, and Variance of 10.27. The model quantifies price stability and directional movement. Relative volatility positioning is benchmarked against peers.

Price Movement Analysis - Bollinger Bands

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This analysis covers thirty-eight data points across the selected time horizon. Bollinger Bands frame DoorDash price range using a moving average and volatility bands. Movement toward the lower band may indicate short-term downside pressure, while approaches to the upper band can reflect resistance levels or momentum continuation.

Insider Trading Activities

Insider disclosures for DoorDash Class A show how people closest to the business are behaving as market expectations change. U.S. insider activity is disclosed through Form 4 filings, enabling analysis of transaction timing, clustering, and scale.

Outstanding Bonds

Corporate bonds issued by DoorDash Class A matter because they shape interest expense, maturity risk, and the flexibility management has during tighter credit conditions. At large-cap scale, institutional coverage and secondary-market liquidity are typically well established. Bond investors and equity investors often care about the same cash flows, but they rank the risks differently.

Predictive Daily Indicators

Intraday indicators for DoorDash Class A suit investors who need a shorter decision cycle and tighter control over timing. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.

Corporate Filings

13A
29th of April 2026
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
F4
22nd of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
20th of April 2026
Other Reports
F4
17th of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
F4
6th of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
F4
27th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
13A
26th of March 2026
An amended filing to the original Schedule 13G
F4
25th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities

Forecast Models

A forecast for DoorDash Class A starts with historical data. Prices often signal trend and momentum shifts before fundamentals catch up. The practical edge is not the forecast number itself, but knowing when the data is becoming less predictable.

Financial Strength and Earnings Quality Indicators

DoorDash Class A financial ratings play a critical role in determining how much DoorDash has to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for DoorDash's borrowing costs.
Piotroski F Score
6
HealthyView
Beneish M Score
-2.77
Unlikely ManipulatorView

Debt to Cash Allocation

The debt-to-cash mix for DoorDash helps explain how management balances flexibility and funding cost through a business cycle.
Total debt stands at approximately $3.75 billion with Debt to Equity (D/E) ratio of 0.07. DASH has a current ratio of 2.08, suggesting that it is liquid enough and is able to pay its financial obligations when due. DoorDash's use of debt should be considered alongside its cash position and equity base.

Total Assets Over Time

Assets Financed by Debt

Debt finances 20.0% of DASH's total assets — a relatively low share of the asset base, though leverage can still appear elevated relative to peers when measured against equity rather than total assets.
DoorDash Debt Ratio
    
  20.0   
The reported figures indicate most of DoorDash's assets are financed through equity. A high debt-to-asset ratio signals elevated leverage, increasing DoorDash's exposure to interest rate changes and credit tightening. It can also constrain DoorDash's borrowing capacity and reduce financial flexibility.

Corporate Bonds Issued

Bond maturity for DoorDash is a core risk dimension. Longer duration can offer higher yield, but price sensitivity and credit uncertainty also increase.

DoorDash Net Debt

Net Debt

$-658.35 million
Net Debt stood at $-627 million as of December 31, 2025, indicating that DoorDash holds more cash than total debt and operates with a net cash position.

Stock Analysis Methodology

As a large-cap equity, DoorDash diagnostic profile covers valuation ratios, fundamentals, and technical signals. DoorDash operates in Hotels within Restaurants & Leisure in Consumer Services. Financial distress probability is estimated at 3%, indicating low near-term solvency risk. DoorDash trades at P/B of 7.64, P/S of 5.48.

DoorDash Class A inputs come from periodic company reporting and market reference feeds and are mapped into a consistent reporting framework.

Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board

Current DoorDash Analyst Rating Consensus

Target PriceConsensus# of Analysts
249.67Strong Buy41Odds
The summary for DoorDash Class A includes current and past analyst recommendations. Average analyst consensus is included for context. Analyst recommendations for DoorDash carry significant weight, particularly when a large brokerage changes coverage. Understanding how DoorDash Class A's consensus rating has evolved provides context for evaluating analyst sentiment.
DoorDash Analyst Advice Details

DoorDash Stock Analysis Indicators

Diagnostics snapshot includes 19 indicators such as Begin Period Cash Flow, Long Term Debt, Common Stock Shares Outstanding.
Begin Period Cash Flow4.22 billion
Long Term Debt2.72 billion
Common Stock Shares Outstanding439.69 million
Total Stockholder Equity10.03 billion
Total Cashflows From Investing Activities-4.39 billion
Tax Provision7 million
Quarterly Earnings Growth Y O Y0.477
Property Plant And Equipment Net1.5 billion
Cash And Short Term Investments5.51 billion
Cash4.38 billion
Accounts Payable397 million
Net Debt-627 million
50 Day M A167.3193
Total Current Liabilities6.15 billion
Other Operating Expenses12.99 billion
Non Current Assets Total11.02 billion
Forward Price Earnings58.4795
Non Currrent Assets Other896 million
Stock Based Compensation1.05 billion