Business Description
DoorDash, Inc. operates a comprehensive logistics platform globally and within the United States, linking merchants, consumers, and delivery personnel ('dashers'). Through its primary marketplaces, DoorDash and Wolt, the company provides essential services designed to help merchants overcome critical challenges, including customer acquisition, delivery logistics, data insights and analytics, merchandising support, payment processing, and customer assistance. Additionally, DoorDash offers subscription-based products like DashPass and Wolt+, alongside white-label delivery fulfillment services under DoorDash Drive and Wolt Drive. Its portfolio also includes DoorDash Storefront, which enables merchants to provide on-demand e-commerce access to their customers, and Bbot, a solution offering digital ordering and payment processing for both in-store and online channels. Founded in 2013 as Palo Alto Delivery Inc., the company officially adopted the name DoorDash, Inc. in 2015. It is headquartered in San Francisco, California.
Business History
Price Overview
Last updated: Jun 27, 2026 8:04am (just now)Price History (1 Year)
Revenue & Net Income Trend
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
EPS (Diluted): 2.19
Total Equity: $10.03B
Shares: 439,686,000
Total Debt: $2.72B
Cash: $4.38B
EBITDA: $1.69B
Total Debt: $2.72B
Cash: $4.38B
Revenue: $13.72B
Revenue: $13.72B
Revenue: $13.72B
Total Equity: $10.03B
Tax Rate: 0.4%
Equity: $10.03B
Total Debt: $2.72B
Cash: $4.38B
Current Liabilities: $6.15B
Long-Term Debt: $2.72B
Total Debt: $2.72B
Total Equity: $10.03B
Shares: 439,686,000
Shares: 439,686,000
CapEx: -$257.00M
Shares: 439,686,000
Stock Price: $183.09
Net Income: $935.00M
Industry Benchmarks
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
Income Statement (Annual)
Last updated: Jun 26, 2026 3:14am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.9B | $6.6B | $8.6B | $10.7B | $13.7B |
| Cost of Revenue | $2.3B | $3.6B | $4.6B | $5.5B | $6.7B |
| Gross Profit | $2.6B | $3.0B | $4.0B | $5.2B | $7.0B |
| Operating Expenses | $3.0B | $4.1B | $4.6B | $5.2B | $6.3B |
| Operating Income | -$452.0M | -$1.1B | -$579.0M | -$38.0M | $723.0M |
| Net Income | -$468.0M | -$1.4B | -$558.0M | $123.0M | $935.0M |
| EBITDA | -$293.0M | -$663.0M | -$68.0M | $717.0M | $1.7B |
| EPS | $-1.39 | $-3.68 | $-1.42 | $0.30 | $2.19 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 26, 2026 3:14am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $2.5B | $2.0B | $2.7B | $4.0B | $4.4B |
| Total Current Assets | $4.6B | $4.7B | $5.6B | $7.4B | $8.6B |
| Total Assets | $6.8B | $9.8B | $10.8B | $12.8B | $19.7B |
| Current Liabilities | $1.8B | $2.5B | $3.4B | $4.4B | $6.1B |
| Long-Term Debt | $0 | $0 | $0 | $0 | $2.7B |
| Total Liabilities | $2.1B | $3.0B | $4.0B | $5.0B | $9.6B |
| Total Equity | $4.7B | $6.8B | $6.8B | $7.8B | $10.0B |
| Retained Earnings | -$2.1B | -$3.8B | -$5.2B | -$5.3B | -$4.3B |
Cash Flow (Annual)
Last updated: Jun 26, 2026 3:14am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $692.0M | $367.0M | $1.7B | $2.1B | $2.4B |
| Capital Expenditure | -$237.0M | -$346.0M | -$324.0M | -$330.0M | -$257.0M |
| Free Cash Flow | $455.0M | $21.0M | $1.3B | $1.8B | $2.2B |
| Acquisitions (net) | $0 | $71.0M | $0 | $0 | -$4.2B |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | -$400.0M | -$750.0M | -$224.0M | $0 |
| Net Change in Cash | -$1.8B | -$318.0M | $584.0M | $1.4B | $442.0M |
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 7:32pm (12h ago)| Metric | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|
| Revenue |
$21.3B $20.8B – $21.8B
|
$25.2B $25.2B – $25.3B
|
$30.2B $28.6B – $31.4B
|
$34.9B $33.0B – $36.2B
|
| EBITDA |
$7.1B $6.9B – $7.3B
|
$8.4B $8.4B – $8.4B
|
$10.0B $9.5B – $10.4B
|
$11.6B $11.0B – $12.0B
|
| Net Income |
$2.0B $1.7B – $2.5B
|
$3.0B $2.3B – $4.0B
|
$4.6B $4.3B – $4.8B
|
$6.0B $5.6B – $6.3B
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 26, 2026 3:14am (1d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +34.7% | +31.2% | +24.2% | +27.9% |
| Gross Profit Growth | +17.5% | +35.1% | +28.0% | +34.7% |
| Operating Income Growth | -148.7% | +48.5% | +93.4% | +2,002.6% |
| Net Income Growth | -191.7% | +59.1% | +122.0% | +660.2% |
| EBITDA Growth | -126.3% | +89.7% | +1,154.4% | +135.6% |
Insider Trading (Recent)
All SEC Form 4 codes
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-24 | Fang Andy | J-Other | 5,000.00 | $0.00 | $0 |
| 2026-06-24 | Fang Andy | J-Other | 5,000.00 | $0.00 | $0 |
| 2026-06-24 | Fang Andy | S-Sale | 5,000.00 | $180.00 | $900,000 |
| 2026-06-22 | Yandell Keith | A-Award | 12,432.00 | $0.00 | $0 |
| 2026-06-22 | Yandell Keith | A-Award | 37,296.00 | $0.00 | $0 |
| 2026-06-10 | Lin Alfred | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | PIACENTINI DIEGO | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Brown Shona L | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Mertz Elinor | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Blackburn Jeffrey M | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Kovac Milan | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Still Ashley | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-06-10 | Still Ashley | S-Sale | 1,164.00 | $153.58 | $178,767 |
| 2026-06-10 | DOERR L JOHN | A-Award | 1,986.00 | $0.00 | $0 |
| 2026-03-27 | Kovac Milan | P-Purchase | 20.00 | $146.53 | $2,931 |
| 2026-02-23 | Kovac Milan | P-Purchase | 20.00 | $165.34 | $3,307 |
| 2026-06-02 | Tang Stanley | J-Other | 23,125.00 | $0.00 | $0 |
| 2026-06-02 | Tang Stanley | J-Other | 23,125.00 | $0.00 | $0 |
| 2026-06-02 | Tang Stanley | S-Sale | 4,795.00 | $155.69 | $746,548 |
| 2026-06-02 | Tang Stanley | S-Sale | 5,530.00 | $156.63 | $866,147 |
Narrative Economics
market-narrative step).