DoorDash Inc - Ordinary Shares - Class A
DASH
Market Cap$104.77B
Close$
Earnings Call Q2 2025
August 6, 2025 - AI Summary
Robust Growth in U.S. Marketplace: DoorDash reported accelerated order growth year-over-year, driven by increasing DashPass membership, consumer frequency, and product improvements. DashPass members are experiencing higher engagement with all-time high order frequency metrics, indicating strong user retention and a solid customer value proposition.
Advertising Revenue Surge: The advertising business surpassed a $1 billion annualized revenue run rate, reflecting significant growth. The company is focused on scaling ad opportunities without compromising consumer experience. Both merchant return on ad spend (ROAS) and consumer conversion remain strong, with disciplined investment strategies.
Investments in AI and Tech: DoorDash is prioritizing the implementation of AI technologies to improve user experience and operational efficiencies. The management emphasized the potential for AI to enhance product personalization, streamline operations, and boost employee productivity, positioning DoorDash for future growth.
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$104.75
57.9% downside
Current Fair Value
57.9% downsideOvervalued by 57.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $104.77 Billion |
|---|---|
| Enterprise Value | $104.89 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $0.3 |
| Beta | 1.7 |
| Outstanding Shares | 425,113,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 133.49 |
|---|---|
| PEG | -47.42 |
| Price to Sales | 9.22 |
| Price to Book Ratio | 11.85 |
| Enterprise Value to Revenue | 8.82 |
| Enterprise Value to EBIT | 179 |
| Enterprise Value to Net Income | 134 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.45 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About DoorDash Inc
3,279 employeesDoorDash is a technology company that connects customers with their favorite local and national businesses in more than 4,000 cities and all 50 states across the United States, Canada, and Australia. Founded in 2013, DoorDash empowers me...