DoorDash (DASH)
NASDAQConsumer DiscretionaryInternet RetailSnapshot 2026-07-07
$195.72+3.85%
Close 2026-07-07 · 1-day change
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Track DASH free→Intact: The reason to own it still holds.
DoorDash grows orders 37% yearly to $31.6 billion. Profit rises with adjusted EBITDA up 28% to $754 million. New partnerships like Dollar Tree help expand delivery. The company manages costs well despite competition and legal risks.
Competition from Walmart and legal fights could hurt profits. Growth may slow below 28% revenue increase. Costs could rise, pressuring EBITDA gains.
The price is about 14% above our fair value near $172. Analysts expect about 28% revenue growth, which we mostly agree with. Our fair value is below the Street median of $225.
Breaks if: Adjusted EBITDA growth falls below 20% YoY in FY26
Focus on increasing Adjusted EBITDA through operational efficiencies and strategic investments.
Stated in 4 of last 4 quarters. Adjusted EBITDA increased 28% Y/Y to $754 million in Q1 2026, up from $590 million in Q1 2025. The trajectory shows delivering on the priority with consistent growth in EBITDA.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EBITDA increased 28% Y/Y to $754 million.”
“Adjusted EBITDA was $780 million, up from $754 million in Q3.”
“Adjusted EBITDA increased to $754 million.”
“Adjusted EBITDA was $655 million.”
Breaks if: Profit margins fall significantly due to competition or legal rulings
Breaks if: Deliveroo contribution falls well below $150 million in FY26
Integrate Deliveroo to contribute approximately $200 million to Adjusted EBITDA in 2026.
Breaks if: YoY revenue growth falls below 28% in FY26
Drive growth in Marketplace Gross Order Value (GOV) through consumer engagement and expansion.
Stated in 4 of last 4 quarters. Marketplace GOV increased 37% Y/Y to $31.6 billion in Q1 2026, up from $23.1 billion in Q1 2025. The consistent growth in GOV indicates delivering on this priority.
“Marketplace GOV increased 37% Y/Y to $31.6 billion.”
“Marketplace GOV was $29.7 billion, up 39% Y/Y.”
“Marketplace GOV increased to $25.0 billion.”
“Marketplace GOV was $24.2 billion.”