DoorDash (DASH)
Consumer Discretionary · On-demand local delivery and marketplace services
A global marketplace platform connecting merchants, consumers, and delivery drivers across 40+ countries through integrated ordering, fulfillment, and commerce enablement services.
What DoorDash does
DoorDash operates integrated marketplace platforms (DoorDash, Wolt, and Deliveroo) in over 40 countries that connect merchants with consumers and independent delivery drivers for local commerce. The company earns fees from merchants based on transaction size and charges consumers delivery and service fees, supplemented by membership programs (DashPass, Wolt+, Deliveroo Plus). Beyond its Marketplaces, DoorDash offers a Commerce Platform providing white-label delivery fulfillment ("Drive"), online ordering, branded mobile apps, reservation management, and merchant enablement services to help businesses operate omnichannel operations.
Themes: ["Food delivery","Omnichannel commerce","Local merchant enablement","Gig economy / independent contractors","Subscription membership programs","International expansion","Marketplace advertising"]
Fundamentals
- Price$192.35 as of 2026-07-09 close
- Market cap$83.8B as of 2026-07-10
- 1-year return-21.8% as of 2026-07-09 close
- P/E90.51 as of 2026-07-10
- Net margin+6.3% as of 2026-07-10
- Gross margin+50.9% as of 2026-07-10
- ROE+9.6% as of 2026-07-10
- Debt / equity0.27 as of 2026-07-10
- Revenue growth (YoY)+31.0% as of 2026-07-10
- Revenue CAGR (3y)+27.7% SEC XBRL
- Beta1.77 as of 2026-07-10
Key risks (from latest filing)
["Intense competition from larger platforms (Amazon, Uber Eats, Prosus, Delivery Hero) and local incumbents, as well as merchants with their own delivery fleets","Dependence on independent contractor (Dasher) supply and retention; classification and regulation of gig workers vary significantly across geographies","International operations expansion (especially non-U.S.) requires continued investment and carries execution and regulatory risks across 40+ countries"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.