DoorDash (DASH)
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-11-05
$179.92-9.40%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-11-05
QuarterlyIQ Insights · DASH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-05.
The screen ranks DASH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
To this end, we see a multi-year path to $500 million or more of annual synergies, net of investments.
Stated in 4 of 8 supplied quarters. Management reported: “To this end, we see a multi-year path to $500 million or more of annual synergies, net of investments.” “We expect to invest more than 100% of total synergies in the first year after close, followed by positive net synergies in year two and beyond.”
“To this end, we see a multi-year path to $500 million or more of annual synergies, net of investments.”
“We continue to expect Deliveroo to contribute approximately $200 million to our Adjusted EBITDA in 2026.”
“While we expect cost efficiencies over time from operating a larger global business, we believe our largest opportunity to generate long-term returns at Deliveroo will come from investing in our peop…”
“While we expect cost efficiencies over time from operating a larger global business, we believe our largest opportunity to generate long-term returns at Deliveroo will come from investing in our peop…”
Nonetheless, we continue to have significant work ahead of us to improve our existing services, complete the implementation of our new global technology platform, and build the next generation of ser…
Stated in 4 of 8 supplied quarters. Management reported: “Nonetheless, we continue to have significant work ahead of us to improve our existing services, complete the implementation of our new global technology platform, and build the next generation of services that will drive local commerce and our company forward.” “We expect to begin seeing benefits from our new global technology platform once it is fully rolled out, which we currently expect to be in the first half of 2027.”
We are investing in building capabilities like warehousing and in autonomous delivery.
Stated in 3 of 8 supplied quarters. Management reported: “We are investing in building capabilities like warehousing and in autonomous delivery.” “Based on our current progress, we expect Dot to deliver a high single-digit percentage of orders in our largest test market by the end of the year.”
“We are investing in building capabilities like warehousing and in autonomous delivery.”
In the quarter, we drove continued growth in our membership 1 programs, launched new products, added more selection, advanced our global technology platform, and continued to innovate in key new area…
Stated in 3 of 8 supplied quarters. Management reported: “In the quarter, we drove continued growth in our membership 1 programs, launched new products, added more selection, advanced our global technology platform, and continued to innovate in key new areas of our business, including merchant services, AI, and autonomy.” “The Value of Membership The primary goal of our membership programs is to reduce transactional friction by improving affordability and, in doing so, drive greater consumer retention and engagement, more sales for merchants, and increased duration in our business.”
Continue expanding consumer demand, orders, and local commerce through the marketplaces, membership programs, and broader services.
Over the trailing year it converted 11.34x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3629).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.
“Nonetheless, we continue to have significant work ahead of us to improve our existing services, complete the implementation of our new global technology platform, and build the next generation of ser…”
“We expect to begin seeing benefits from our new global technology platform once it is fully rolled out, which we currently expect to be in the first half of 2027.”
“We made meaningful progress on our new global technology platform in Q1 2026 and the program is tracking well against our expectations.”
“We are on-track with our plan to rebuild and relaunch significant portions of our products using our new global technology platform.”
“Based on our current progress, we expect Dot to deliver a high single-digit percentage of orders in our largest test market by the end of the year.”
“In 2026, we aim to increase selection and improve quality in our marketplaces, expand the value we provide through our membership programs, increase the value we generate for merchants through our Co…”
“In the quarter, we drove continued growth in our membership 1 programs, launched new products, added more selection, advanced our global technology platform, and continued to innovate in key new area…”
“The Value of Membership The primary goal of our membership programs is to reduce transactional friction by improving affordability and, in doing so, drive greater consumer retention and engagement, m…”
“The goal of our global membership programs is to improve affordability for consumers in order to drive higher sales to our partners and increase retention and order frequency on our platform.”