Added to YB: 2026-03-18
Pitch date: 2026-03-16
DASH [bullish]
DoorDash, Inc.
+0.72%
current return
Author Info
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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
$70.1B
Pitch Price
$168.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
50.41
P/E
75.88
EV/Sales
4.95
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - DoorDash, Inc.
DASH: Down ~36% on AI disintermediation fears, but moat is real-world logistics density (driver/merchant network), not app. AI enhances routing/forecasting, widening incumbent advantage vs new entrants. Trades ~30x 2029 EV/FCF (adj for high SBC). Nearing fair value; deeper pullback attractive.
Read full article (1 min)