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
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $212, DASH's earnings are too small for P/E to mean much; on sales it trades at 5.9× p/s (7.1× the 0.8× p/s peer median, and 1.0× even its own history). At a normal multiple the price implies ~62% near-term growth vs our ~26% forecast. That gap is an optionality premium a financial-multiple model can't price — our $131 fair value covers only the as-is business, low confidence. Analysts target $190–$350. Note: our $131 fair value sits below the entire analyst range ($190–$350). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Even valued only for durable growth at sustainable margins, it's worth about $271 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $225.00 | — | — | Analyst | medium |
| dcf fcfe | 12M | $204.19 | — | — | Hist. CAGR | medium |
| dcf fcff | 12M | $221.70 | — | — | Hist. CAGR | medium |
| graham number | 12M | $31.15 | — | — | TTM | medium |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
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 long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$190.00 – $350.00 (median $225.00) · 12 analysts · as of 2026-08-20
Only expensive valuation — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 1004% over what the business is worth with no growth; closing that gap needs roughly 14.4 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.19/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $42.48 |
| 10.5 |
| 3.69 |
| TTM |
| medium |
| Peer P/FCF | 12M | $82.42 | 15.8 | 5.20 | TTM | medium |
| Peer P/E | 12M | $57.01 | 14.7 | 3.88 | ntm analyst | medium |
| Peer P/S | 12M | $29.69 | 0.8 | 36.17 | TTM | medium |
| PEG | 12M | $49.74 | 26.0 | 1.91 | TTM | medium |
| residual income | 12M | $22.08 | — | — | TTM | medium |
| triangulated | 12M | $30.69 | 15.1 | 2.03 | Triangulated | medium |
| Peer P/FCF | 3Y | $125.35 | 15.8 | 7.91 | Hist. CAGR(prov.) | low |
| Peer P/E | 3Y | $83.90 | 14.7 | 5.70 | Analyst | low |
| Peer P/S | 3Y | $51.27 | 0.8 | 62.45 | Analyst | low |
| PEG | 3Y | $148.56 | 26.0 | 5.70 | Analyst | low |
| Peer P/FCF | 5Y | $165.77 | 15.8 | 10.46 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $110.96 | 14.7 | 7.54 | Analyst | medium |
| Peer P/S | 5Y | $67.80 | 0.8 | 82.59 | Analyst | medium |
| PEG | 5Y | $196.47 | 26.0 | 7.54 | Analyst | medium |