DASH · DoorDash, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | 914M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income attributable to DoorDash, Inc. common stockholders 200M
-1M Net loss attributable to redeemable non-controlling interests
+98M Certain legal, tax, and regulatory settlements, reserves, and expenses
+13M Transaction-related costs
+1M Office lease impairment expenses
+2M Restructuring charges
+8M Provision for (benefit from) income taxes
-35M Interest income, net
-16M Other (income) expense, net
+349M Stock-based compensation expense and certain payroll tax expense
+295M Depreciation and amortization expense
= Adjusted EBITDA 914M
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| Adjusted EBITDA as a % of Marketplace GOV non-GAAP | 2.8% | second quarter of 2026 filing | — |
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| Contribution Profit as a % of Marketplace GOV non-GAAP | 5% | second quarter of 2026 filing | — |
| Marketplace GOV | 33.1B | Q2 2026 | — |
| Net Revenue Margin | 13.5% | second quarter of 2026 filing | — |
| Total Orders | 970M | Q2 2026 | — |
| Adjusted Gross Margin non-GAAP | 51.9% | Three Months Ended Mar. 31, 2026 | — |
| Adjusted Gross Profit non-GAAP | $2.1B | Three Months Ended Mar. 31, 2026 | — |
| Contribution Margin non-GAAP | 34.2% | Three Months Ended Mar. 31, 2026 | — |
| Contribution Profit non-GAAP | $1.38B | Three Months Ended Mar. 31, 2026 | — |
| Free Cash Flow non-GAAP | $1.75B | Trailing Twelve Months Ended Mar. 31, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities $2.39B
-$240M Purchases of property and equipment
-$398M Capitalized software and website development costs
= Free Cash Flow $1.75B
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| Revenue, excluding Deliveroo non-GAAP | $3.67B | Three Months Ended March 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Revenue $4.04B
-$362M Revenue attributable to Deliveroo
= Revenue, excluding Deliveroo $3.67B
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| DashPass, Wolt+, and Deliveroo Plus members | 35M | FY2025 | — |
| Monthly active users (MAUs) | 56M | FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DASH
this stock
DoorDash, Inc.
|
$102.58B | +4.5% | +27.9% | 123.3 | 3.7% |
|
AMZN
Amazon Com Inc
|
$2.87T | +15.4% | +12.4% | 21.4 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$295.54B | -18.9% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$121.97B | -24.4% | +14.5% | — | 2.1% |
|
MELI
Mercadolibre Inc
|
$99.68B | -2.4% | +39.1% | 53.5 | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DASH | +5.9% | +20.7% | +34.1% | +20.7% | +4.5% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +5.5% | +17.7% | +20.6% | +17.7% | -8.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.