DoorDash, Inc (DASH) Fair Value & Analysis
Consumer Cyclical · US · Market cap $82.9B
DoorDash, Inc
DASH · US
Fair value as of: Jul 16, 2026
From 24 valuation models · updated 22 days ago
Share price +9.0% over the past month.
Below-average quality, and screening another 82% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($48.30). The favourable scenario is already priced in.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $43.06 – $281.74 · fair‑value band $28.98 – $48.30 · the $213.26 price screens above the $38.64 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
DoorDash, Inc (DASH) currently trades at $213.26, while our model-based Fair Value estimate is $38.64, implying the stock looks roughly 81.9% overvalued today. We read business quality at 49/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, DoorDash, Inc generated revenue of $14.7B at a net margin of 6.3%. Revenue grew 33.1% year over year. It earns a return on equity of 9.9%. The balance sheet holds a net cash position of $627M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $28.98 (bear case) to $48.30 (bull case); at $213.26, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 25% below its 52-week high and 49% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -49% fair-value upside, at -82%, DASH screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($103.49) versus Asset-Based ($16.34). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 31
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally.
Full company description
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally. The company operates DoorDash Marketplace, Wolt Marketplace, and Deliveroo Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers consumer membership programs, DashPass, Wolt+, and Deliveroo Plus; advertising as a value-added service through its marketplaces; and white-label delivery fulfillment services, as well as services that help merchants establish online ordering, build branded mobile apps, manage reservations and in-store dining, manage consumer relationships, enable tableside order and pay, and improve customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
DoorDash, Inc reported revenue of $13.7B in FY2025 versus $4.9B in FY2021, a compound +29.4%/yr. Reported net income was $935M in FY2025.
DASH screens 82% overvalued. Compare with Amazon.com, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- What To Expect From DoorDash’s (DASH) Q2 Earnings
- DoorDash CEO Tony Xu once thought his $87 billion company would only make $100 million. He tells founders to be ‘greedy’ and dream bigger
- DoorDash to Report Q2 Earnings: What's in Store for the Stock?
Peer Group
Internet Retail · 108 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $245.34 | $127.67 | -48% |
| Alibaba Group BABA | $114.97 | $75.75 | -34% |
| PDD Holdings PDD | $84.14 | $223.51 | +166% |
| MercadoLibre, Inc MELI | $1,814 | $798.98 | -56% |
| Sea Limited SE | $106.22 | $52.70 | -50% |
| eBay Inc EBAY | $117.20 | $60.13 | -49% |
| JD.com, Inc JD | €25.95 | €31.88 | +23% |
| Coupang, Inc CPNG | $16.86 | $2.79 | -83% |
| Delivery Hero SE DHER | €38.18 | €12.71 | -67% |
| Wayfair Inc W | $89.31 | $11.46 | -87% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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