| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 16 | 89.3x | 17.3x | Bottom tier | |
Growth | 87 | 33.6% | 7.1% | Top tier | |
Quality | 74 | 5.4% | 4.4% | Top tier | |
Safety | 80 | — | 2.6x | Top tier | |
Capital Return | 44 | 0.00% | 0.06% | Around median | |
Momentum | 41 | -24.1% | -1.7% | Around median | |
Sentiment | 41 | 29 | 3 | Around median |
The floor: what the company is worth if growth stopped today
10-year US Treasury yield 5.00% as of 2026-10-23. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
DoorDash operates a local commerce platform that connects consumers with restaurants, grocery and retail stores, and delivery providers. The company is expanding through its order marketplace, DashPass and Wolt+ subscriptions, advertising, digital channel-building tools for merchants, and services such as SevenRooms and DashMart Fulfillment Services; the number of businesses using its digital tools exceeded 150 thousand, with this business growing 40% year over year in fiscal Q2 2026.
In the latest available EDGAR data, DoorDash generated revenue of $4.0 billion, net income of $184 million, and earnings per share of $0.42 in fiscal Q1 2026, equivalent to an approximate net income margin of 4.6%. Revenue was comparable to the fiscal Q4 2025 level, while net income declined by approximately 13.6% from $213 million, and revenue increased from $3.4 billion in fiscal Q3 2025; on a trailing twelve-month basis, revenue reached $14.7 billion and net income reached $926 million.
Fiscal Q2 2026 showed continued growth in restaurants, grocery, and retail, with restaurant business growth accelerating from fiscal Q1 2026 and management describing grocery as the fastest-growing part of the marketplace. The data does not provide a numerical revenue breakdown among these categories, but management said that new businesses are growing faster than restaurants and are on track to achieve positive gross profit in the second half of fiscal 2026, against pressure on earnings from higher cost of revenue and spending on marketing and research and development.
The analyst consensus rates DASH as a “Buy,” with an average price target of $249.07, a high target of $350, and a low target of $190; the average is approximately 12.8% below the 52-week range high of $285.5 and approximately 73.8% above its low of $143.3. The wide range of targets reflects significant disagreement about the value of growth in grocery, subscriptions, and Deliveroo versus cost pressure and execution and regulatory risks. A market capitalization of $101.7 billion versus trailing twelve-month net income of $926 million also indicates that the valuation assumes continued strong growth and long-term improvement in unit economics.
Figures in the text are as of 2026-08-26; the live price is shown at the top of the page.
Restaurant business growth accelerated compared with fiscal Q1 2026, while grocery remained the fastest-growing part of the marketplace according to management. DashPass paid subscriber growth recorded one of its highest levels in two years, and the company added more subscribers in the prior year than it added in the previous two years combined. User counts, order frequency, and basket sizes also increased in grocery and retail, and Deliveroo continued to accelerate in orders, users, and subscriptions.
Fiscal Q1 2026 data showed net income of $184 million and earnings per share of $0.42 on revenue of $4.0 billion. Fiscal 2025 net income reached approximately $935 million, while the trailing twelve months recorded net income of $926 million on revenue of $14.7 billion. However, results for the period reported on August 5, 2026 indicated lower earnings due to higher cost of revenue and spending on marketing and research and development.
Automated analysis for informational purposes only — not investment advice.
DoorDash Ask uses artificial intelligence to discover restaurants and build a grocery basket in less than two minutes, alongside automating merchant menus and improving delivery provider routing. DoorDash Dot in Phoenix reached real operations serving tens of thousands of customers and can travel across roads, sidewalks, and bike lanes. The company launched DoorDash Air on July 29, 2026 after receiving U.S. Federal Aviation Administration certification for commercial delivery, but management said that expanding autonomous delivery solutions will take time.
Operational risks include higher cost of revenue and spending on marketing and research and development, in addition to the complexity of building warehouses, integrating Deliveroo, and unifying technical infrastructure across 41 markets. The company faces local competition in international markets, where it is the leader or a strong second-place competitor in the ten largest markets outside the United States. U.S. lawmakers also opened scrutiny on July 31, 2026 regarding the use of Chinese artificial intelligence models, while the $101.7 billion market capitalization versus trailing twelve-month net income of $926 million represents a valuation risk if growth slows.
The analyst consensus is “Buy,” with an average price target of $249.07. The target range extends from $190 to $350, a wide spread reflecting differing expectations regarding growth, profitability, and risks. The average target is below the 52-week range high of $285.5, while the stock's full range extends from $143.3 to $285.5.