Added to YB: 2026-02-24
Pitch date: 2026-02-20
DASH [neutral]
DoorDash, Inc.
-1.96%
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
$167.95
Price Target
300.00 (+82%)
Dividend
N/A
EV/EBITDA
55.22
P/E
82.90
EV/Sales
5.42
Sector
Hotels, Restaurants and Leisure
Category
growth
DoorDash Q4 2025: The Meituan Referendum and the Digital Shelf
DASH (earnings): Q4 orders +32%, GOV +39%. True comp is Zomato, not Meituan. Thesis: if grocery hits breakeven, CPG ads (Symbiosys tripled spend) unlock 18-22% EBITDA margins vs 12-15% ceiling without. Cohorts still accelerating after 7yrs. Key risk: Western labor costs make grocery economics harder than India/China. Fair at $173, worth $300+ if Digital Shelf scales, $150 if not.
Read full article (8 min)