NASD · Consumer Cyclical · Internet Retail · USA
DoorDash Inc is a large cap company (market value between $10 billion and $200 billion) in the Internet Retail industry.
DoorDash operates three marketplaces—DoorDash, Wolt, and Deliveroo—that connect merchants, consumers, and delivery drivers across multiple countries. The company provides integrated services enabling merchants to establish online presence, acquire customers, process payments, and fulfill orders, while charging transaction-based fees and offering advertising services. Consumers access the platforms to purchase goods and can join membership programs for reduced fees.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the DoorDash Inc stock.
Overvalued: intrinsic value $54.84 per share, market price $193.53, margin of safety -252.9% (as of 2026-10-19).
Discounting its cash flows at 13.2% (average of 3 methods) values the shares at $54.84; the price of $193.53 is 253% above that value, and 65% of that value comes from beyond year five.
Leak Score: 50/100 on 9 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
12 more in this industry show a wider margin of safety.
DASH is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 13.2% (average of 3 methods) values the shares at $54.84; the price of $193.53 is 253% above that value, and 65% of that value comes from beyond year five.
$54.84 per share (as of the 2026-10-19 close), against a market price of $193.53. That is a margin of safety of -252.9%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
No growth rate we can model gets the value up to the price: the price rests on something other than selling more. Yearly sales growth the price needs: more than 80%. Yearly sales growth it has sustained: 31.2%.
50 out of 100, which we rate "Weak Signal", on 9 of 12 value investing signals.