Added to YB: 2026-01-09
Pitch date: 2026-01-07
DASH [neutral]
DoorDash, Inc.
-27.67%
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 dashers in the United States and internationally.
Market Cap
$76.6B
Pitch Price
$227.66
Price Target
310.00 (+88%)
Dividend
N/A
EV/EBITDA
55.22
P/E
82.90
EV/Sales
5.42
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%).
Read full article (12 min)