SuperworthDoorDash, Inc. DASH
Internet Content & Information, Communication Services
$191.24
−1.23%
- Market cap
- $82.9B
- PE
- 100×
- 10y median 116×
- Forward PE
- Price to sales
- 5.2×
- EV/EBIT
- 105×
- Revenue, 12 months
- $15.9B
- +34% on a year ago
- Net margin
- 5.3%
- Free cash flow yield
- 2.6%
DoorDash trades at 100× trailing earnings, cheaper than 66% of the last ten years. Revenue was $15.9B over the last twelve months, up 34% on a year earlier with a 5% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $2.3B | $2.5B | $2.6B | $2.7B | $2.9B+25% | $3B+21% | $3.3B+25% | $3.4B+27% | $4B+38% | $4B+33% | $4.5B+36% | |
| Cost of revenue | $1.2B | $1.3B | $1.4B | $1.4B | $1.5B+18% | $1.5B+13% | $1.6B+17% | $1.7B+23% | $1.9B+33% | $2B+33% | $2.1B+30% |
| Gross profit | $1.1B | $1.2B | $1.2B | $1.3B | $1.4B+32% | $1.5B+30% | $1.7B+34% | $1.8B+32% | $2B+42% | $2B+33% | $2.3B+41% |
| R&D | $253M | $279M | $303M | $289M | $297M+17% | $306M+10% | $351M+16% | $355M+23% | $419M+41% | $398M+30% | $535M+52% |
| SG&A | $780M | $823M | $1B | $798M | $865M+11% | $918M+12% | $995M−1% | $976M+22% | $1.2B+37% | $1.2B+28% | $1.4B+37% |
| −$89M | −$61M | −$201M | $107M | $117M | $155M | $163M | $258M+141% | $147M+26% | $151M−3% | $156M−4% | |
| Pre-tax income | −$139M | −$18M | −$157M | $155M | $176M | $198M | $271M | $248M+60% | $222M+26% | $191M−4% | $207M−24% |
| $17M | $7M | $1M | −$6M | $37M+118% | $6M−14% | −$13M | $5M | $9M−76% | $8M+33% | $8M | |
| Net income | −$154M | −$23M | −$157M | $162M | $141M | $193M | $285M | $244M+51% | $213M+51% | $184M−5% | $200M−30% |
| −$0.39 | −$0.06 | −$0.38 | $0.38 | $0.33 | $0.44 | $0.65 | $0.55+45% | $0.48+47% | $0.42−5% | $0.46−29% | |
| 399.3M | 405.5M | 410.5M | 428M | 417.1M+4% | 435.6M+7% | 438.4M+7% | 441.8M+3% | 442.8M+6% | 442.3M+2% | 439.3M+0% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Communication Services within ten times DoorDash's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| DASHDoorDash, Inc. | $82.9B | 100× | 116× | 5.2× | +34% | 5.3% | |
| CMCSAComcast Corporation | $74.3B | 6.8× | 15.6× | 0.6× | +1% | 9.0% | |
| TAT&T Inc. | $167.7B | 8.1× | 12.3× | 1.3× | +3% | 16.9% | |
| TMUST-Mobile US, Inc. | $179.8B | 17.6× | 25.2× | 2.0× | +10% | 11.5% | |
| DISThe Walt Disney Company | $180.9B | 21.6× | 21.2× | 1.8× | +5% | 8.7% | |
| VZVerizon Communications Inc. | $190.2B | 11.9× | 11.9× | 1.4× | +1% | 11.6% | |
| RDDTReddit, Inc. | $29.4B | 35.5× | 107× | 10.6× | +67% | 31.3% | |
| FOXAFox Corporation | $26.3B | 16.3× | 13.9× | 1.5× | +5% | 10.1% | |
| FWONKLiberty Media Corporation | $23.9B | 51.9× | 34.4× | 5.5× | +12% | 9.4% | |
| NFLXNetflix, Inc. | $290.2B | 21.9× | 59.5× | 6.0× | +16% | 28.2% | |
| ROKURoku, Inc. | $22.7B | 65.3× | 107× | 4.4× | +19% | 6.8% | |
| Peer median | $121B | 19.6× | 23.2× | 1.9× | +7% | 10.8% |
About
- Industry
- Internet Content & Information
- Sector
- Communication Services
Valuation data, not investment advice. Prices as of .