DoorDash, Inc. · Business Services, NEC

DASH

Low riskNext report: Around Nov 4 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 36% in the latest quarter vs a year ago
Profitable
Sales up 28% last year

Watch out for

Share count growing 5.8% a year

Money moves

Insiders sold $7.4M in the last 30 days, all through pre-planned sales
Institutions added 7.5% to their holdings in the quarter ending June 2026 (565 bought, 477 sold)
Held by George Soros (Soros Fund), Philippe Laffont (Coatue), Chase Coleman (Tiger Global) and 2 more famous investors

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$168.41-6.1% that day

Company value: $74.0B; Share price times all shares
Price vs profit (P/E): 88.2x; You pay about $88 for each $1 of yearly profit
Price vs sales: 4.7x; Company value is 4.7 times a year of sales
Cash vs value: 6%; Cash as a share of company value

From DASH's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$4.5B+36% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $15.9B, up 34% from the 12 months before. Over 5 years, sales grew about 37% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of DASH. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +34% a yearProfit margin5%Last 12 months: 5.3%P/E at the end40xToday: 88.2x. Many steady companies trade at 12x to 25xShare count change+6% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$59.0B

Profit in 5 years$3.0B

Price these guesses point to$200.71+19% vs $168.41 todayAbout +3.6% a year, before dividends

What today's price needs: with a 5% margin and a 40x P/E, sales would have to grow about 26% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.5%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.8%
MissProfitable every yearSteady profits, not one good year.2 of 8 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$2.2B
MissShare count not growingNot diluting owners. Falling means buybacks.+18.4% in 3 years

Revenue: $13.7B; +27.9% vs prior year
5-year growth: +36.6%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 1.41x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 5

Revenue: $4.5B; +35.6% YoY
EPS: $0.46; vs $0.65
Op. margin: 3.5%; -1.5 pts
Free cash flow: $883.0M
Share count: +0.2%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $7.4M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

42/ 100

This week: 3
Normal week: 4.3
vs normal: 0.7x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+7.5%

Institutions added 7.5% to their holdings. 565 bought, 477 sold.

Shares held by institutions384.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.2%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

439M

Earnings reports

Last 12

Next reportAround Nov 4 (est.)Estimated from the same quarter last year

Results filedAug 5
Results filedMay 6
Results filedFeb 18
Results filedNov 5, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$7.4M5 insiders, 5 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Ravi InukondaCHIEF FINANCIAL OFFICER	Sell	1K	$195.00	$198K	218K	Oct 12Filing ↗
-0.5% of their holdings Pre-planned sale (10b5-1) Filed 2 days after
Stanley TangDirector	Sell	23K	$186.19	$4.3M	10K	Oct 2Filing ↗
-69.1% of their holdings $181.42 to $189.28 across 9 trades Held See footnote Pre-planned sale (10b5-1) Filed 4 days after
Keith YandellINTERNATIONAL COO	Sell	2K	$183.69	$401K	119K	Oct 1Filing ↗
-1.8% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Andy FangDirector	Sell	5K	$183.69	$918K	0	Oct 1Filing ↗
Sold entire stake Held See footnote Pre-planned sale (10b5-1) Filed 4 days after
Prabir AdarkarPRESIDENT AND COO	Sell	9K	$180.85	$1.6M	921K	Sep 28Filing ↗
-0.9% of their holdings $178.54 to $190.38 across 9 trades Pre-planned sale (10b5-1) Filed 2 days after