DoorDash, Inc. Class A Common Stock (DASH) Fair Value & Analysis
Consumer Cyclical · US · Market cap $82.9B · ISIN US25809K1051
What is DoorDash, Inc. Class A Common Stock really worth?
DoorDash, Inc. Class A Common Stock
DASH · US
Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
A solid business, but trading 474% above our fair value of $38.64.
Strengths
Risks
Fair value as of: Sep 5, 2026
From 24 valuation models · updated today
Share price +9.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($48.30). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (60/100) 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 Sep 5, 2026.
How to read this chart
60‑month range $43.06 – $281.74 · fair‑value band $28.98 – $48.30 · the $222.00 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 Sep 5, 2026.
Analysis
DoorDash, Inc. Class A Common Stock (DASH) currently trades at $222.00, while our model-based Fair Value estimate is $38.64, implying the stock looks roughly 474.4% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of $110.10 per share, and 0 of the 24 models we run sit above the $222.00 price. Bear case: the Asset-Based group reads lowest at $16.34, and 24 of the 24 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, DoorDash, Inc. Class A Common Stock 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 Sep 5, 2026
Our scenario range runs from $28.98 (bear case) to $48.30 (bull case); at $222.00, 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 22% below its 52-week high and 55% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −50% fair-value upside, at −83%, DASH screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $1.43 per share, which is 3.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($110.10) versus Asset-Based ($16.34). Highest evidence: EPV (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 40
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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. Class A Common Stock 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 474% overvalued. Compare with Amazon.com, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Amazon (AMZN) is About to 6X Its Drone Delivery Footprint to Compete With Rivals Like DoorDash (DASH)
- EverFleet Announces DoorDash Partnership to Provide Short-Term Leases of EVs to Select DoorDash Drivers
Peer Group
Internet Retail · 103 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
Strength profile in five axes (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: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $256.26 | $127.67 | −50% |
| Alibaba Group 89988 | HK$97.45 | HK$48.38 | −50% |
| PDD Holdings PDD | $85.69 | $225.48 | +163% |
| MercadoLibre, Inc MELI | $1,966 | $798.98 | −59% |
| Sea Limited SE | $118.32 | $52.70 | −55% |
| JD.com, Inc 89618 | ¥95.45 | ¥73.98 | −22% |
| eBay Inc EBAY | $105.62 | $60.13 | −43% |
| Coupang, Inc CPNG | $16.32 | $2.79 | −83% |
| Delivery Hero SE DHER | €37.05 | €12.71 | −66% |
| Wayfair Inc W | $99.27 | $11.46 | −88% |
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