DoorDash (DASH)
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-09-04
$211.73-4.63%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-09-04
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 2026-09-04.
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 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
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.
Continue to drive year-over-year growth in Marketplace GOV and revenue through increased consumer engagement, membership programs, and expansion in U.S. and international markets.
Stated as a priority in 6 of last 6 quarters. Marketplace GOV grew from $19.7 billion in 2024-Q2 to $33.1 billion in 2026-Q2, and revenue grew from $2.6 billion to $4.5 billion over the same period. Growth has been consistent and strong, with management delivering on this priority.
“Marketplace GOV increased 36% Y/Y to $33.1 billion. Revenue increased 36% Y/Y to $4.5 billion.”
“Marketplace GOV increased 37% Y/Y to $31.6 billion. Revenue increased 33% Y/Y to $4.0 billion.”
“Marketplace GOV increased 39% Y/Y to $29.7 billion. Revenue increased 38% Y/Y to $4.0 billion.”
“Marketplace GOV increased 25% Y/Y to $25.0 billion. Revenue increased 27% Y/Y to $3.4 billion.”
“Marketplace GOV increased 23% Y/Y to $24.2 billion. Revenue increased 25% Y/Y to $3.3 billion.”
“Marketplace GOV increased 20% Y/Y to $23.1 billion. Revenue increased 21% Y/Y to $3.0 billion.”
Increase consumer retention, engagement, and order frequency by growing membership programs and adding value to them across U.S. and international markets.
Stated as a priority in 3 of last 6 quarters. Management reports strong growth in DashPass membership, with accelerated sign-ups and reduced churn in 2026-Q1 and Q2, supporting increased consumer engagement. The trajectory shows delivering progress on membership expansion.
“Increased number of U.S. paid DashPass members by more than previous 24 months combined.”
Focus on integrating Deliveroo acquisition, investing in people and products to generate better outcomes and long-term returns, with Deliveroo contributing to Adjusted EBITDA.
Stated as a priority in 4 of last 6 quarters. Deliveroo contributed $45 million to Adjusted EBITDA in 2025-Q4 and is expected to contribute about $200 million in 2026. Management is investing in integration and product improvements. The trajectory shows ongoing investment with Deliveroo becoming a meaningful contributor.
Develop and deploy a single global technology platform to improve product development pace, operational consistency, and efficiency across DoorDash, Wolt, and Deliveroo marketplaces.
Stated as a priority in 3 of last 6 quarters. Management has made progress with foundational infrastructure live and expects full rollout in first half of 2027. The initiative is ongoing with early benefits seen, indicating steady progress toward the goal.
“Rolled out several components of new global technology platform; full rollout expected in first half of 2027.”
Increase investment in AI-based product development and autonomous delivery platforms to improve personalization, operational efficiency, and reduce delivery costs.
Newly stated in 2026-Q2. Management detailed increased investment in AI and autonomous delivery, including launching AI assistant and expanding robot deliveries. This is an early-stage priority with initial progress reported.
“Increased investment in AI and autonomy; launched AI assistant and expanded autonomous robot deliveries.”
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=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.
“Y/Y growth in U.S. DashPass members accelerated, driven by strong sign-ups and reduced churn.”
“Exited 2025 with over 35 million DashPass, Wolt+, and Deliveroo Plus members.”
“Deliveroo contribution to Adjusted EBITDA expected to be approximately $200 million in 2026.”
“Deliveroo expected to contribute less than $25 million to Adjusted EBITDA in Q1 2026 compared to over $45 million in Q4 2025.”
“Deliveroo contributed $45 million to Adjusted EBITDA in Q4 2025.”
“Deliveroo acquisition closed on October 2, 2025, with integration work underway.”
“Made meaningful progress on new global technology platform; live production traffic ramping up across brands.”
“On-track with plan to rebuild and relaunch products using new global technology platform.”