Added to YB: 2025-02-07
Pitch date: 2024-12-23
DASH [bearish]
DoorDash, Inc.
+8.5%
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
$70.1B
Pitch Price
$169.47
Price Target
127.50 (-18%)
Dividend
N/A
EV/EBITDA
50.41
P/E
75.88
EV/Sales
4.95
Sector
Hotels, Restaurants and Leisure
Category
N/A
DoorDash, Inc. - $DASH
DASH short: Trading at 24.5x 2025E EBITDA. Reliant on migrant labor, esp. illegal workers. Trump admin likely to enforce immigration laws, impacting growth & margins. NYC cooperating. Fines possible. 25% downside case: 18x 2025E EBITDA of $2.65bn. Risks: strong execution, positive app trends.
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