Added to YB: 2026-07-27
Pitch date: 2026-05-22
DASH [bullish]
DoorDash, Inc.
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
$74.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.41
P/E
80.92
EV/Sales
4.87
Sector
Hotels, Restaurants and Leisure
Category
growth
DoorDash, Inc. - $DASH
DASH: US on-demand delivery leader (~60% share) in $1T out-of-home food market. Hard-to-replicate 3-sided marketplace + 12yr data moat vs AI/autonomy threats. 2026 margin pressure from Wolt/Deliveroo integration creates entry. E2026 rev $16B; illustrative $33B rev, $7B op profit by 2030 at 25-30x = $150-200B mcap vs $66B EV. Founder Tony Xu key.
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