EarningsDoorDash (DASH) Tops Q3 Estimates as Orders Grow 28%
DoorDash's revenue rose 34% to $4.62 billion, beating the $4.56 billion expected, and it agreed to buy Instacart for about $17 billion. The stock jumped 5.6% on Thursday.
DASH▼ 1.2%
DoorDashDASH
Specialized Consumer Services · San Francisco, California · In the S&P 500
Solid businessPricier than peers
$178.99−0.01%After hours: $179.00 (+0.01%)At the close, 30 Oct · Prices from CNBC, may be delayed
Source: Nasdaq daily closes
Source: Nasdaq daily closes
Source: Nasdaq daily closes
Source: Nasdaq daily closes
Source: Nasdaq daily closes
Market value$77.56B
Price to earnings93.7x
Forward P/E46.9x
Dividend yield–
Year to date−21.0%
One year−32.7%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$146.60$254.37
Quality and valuation
How DoorDash compares with other consumer discretionary stocks. A description, not a recommendation.
Stronger business ↑↓ Weaker business← Pricier · 218x20x · Cheaper →Stronger, pricierStronger, cheaperWeaker, pricierWeaker, cheaper
AMZN
TSLA
HD
MCD
TJXDASH
AMZNTSLAHDMCDTJXDASHDoorDash and 5 specialized consumer services peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.
Business quality: about averageValuation: pricier than most
An average business among consumer discretionary companies, priced above most of them.
DoorDash trades at 46.9 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.
- Revenue grew faster than the sector median: +35.0% vs +8.1%
- Less profitable (operating margin): 5.3% vs 13.8%
- Turns more of its sales into cash: 15.8% vs 10.1%
Source: CNBC quotes; Mostly Markets
Financials
From DoorDash's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.
Source: SEC filings
Source: SEC filings
Source: SEC filings
Source: SEC filings
| Last 12 months | DASH | Sector median |
|---|---|---|
| Revenue growth | +35.0% | +8.1% |
| Operating margin | 5.3% | 13.8% |
| Free cash flow margin | 15.8% | 10.1% |
| Price to earnings | 93.7x | 21.0x |
Stories on DoorDash
Friday, 30 October
EarningsTuesday, 27 October
Big moversStocks Making Big Moves Yesterday: Nu Holdings, Fair Isaac, Lumentum, MercadoLibre and DoorDash
Nu Holdings plunged 17.0% and MercadoLibre slid 7.8% after Brazil's election, Fair Isaac plunged 13.2% on a downgrade, and Lumentum soared 8.2%: Monday's four biggest moves among the stocks we cover.
NU▼ 1.5%
Monday, 26 October
Why it movedDoorDash (DASH) Shares Slide on Report It Is in Talks to Buy Instacart
DoorDash slid 6.1% on Monday after The Wall Street Journal reported it is in advanced talks to buy delivery rival Instacart, in a deal that a source told Reuters would value Instacart at about $17 billion.
DASH▼ 6.1%
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