Added to YB: 2026-01-09
Pitch date: 2026-01-07
DASH [neutral]
DoorDash, Inc.
-1.56%
current return
Author Info
No bio for this author
Company Info
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally.
Market Cap
$97.7B
Pitch Price
$227.66
Price Target
310.00 (+38%)
Dividend
N/A
EV/EBITDA
84.27
P/E
118.73
EV/Sales
7.59
Sector
Hotels, Restaurants and Leisure
Category
N/A
DoorDash: The Ice King and the Last Mile
DASH (overview): Real innovation was integrating logistics to make reliability the product. Faces structural ceilings in grocery/international due to inventory visibility issues & intense competition. Advertising approaching restaurant TAM saturation ~$2B vs consensus $2.5B+. International may require $1.5-2B impairment. Trading at 7x revenue like platform but economics closer to logistics utility. Base case $175 (-20%), bear $105 (-52%), bull $310 (+41%).
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