DASH · DoorDash, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. DoorDash posted Q2 2026 revenue up 36% Y/Y to $4.5B and Adjusted EBITDA of $914M, up 40% Y/Y and "well above our expectation," guiding Q3 Adjusted EBITDA to $950M-$1.1B. International growth accelerated at Deliveroo and U.S. DashPass added more paid members in the last year than the prior two years combined, while GAAP net income fell 30% Y/Y due to higher legal/regulatory expenses.
- + Q2 Adjusted EBITDA of $914M, up 40% Y/Y, "well above our expectation"
- + Q3 2026 Adjusted EBITDA guidance of $950M-$1.1B
- + Deliveroo growth accelerated with the highest Y/Y volume, MAU, and subscription growth seen in the last couple of years
- + U.S. paid DashPass membership growth accelerated, adding more members in the last 12 months than the prior 24 months combined
- + Merchant services revenue grew over 40% Y/Y and SevenRooms new signed venues grew over 100% Y/Y
- − GAAP net income fell 30% Y/Y to $200M in Q2
- − Q4 2026 Adjusted EBITDA margin expected to decline Q/Q on seasonal Dasher cost increases, insurance step-up, and higher investments
- − 2026 year-end timing of merchant payments expected to reduce reported Free Cash Flow by $700M-$800M
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 NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DASH
this stock
DoorDash, Inc.
|
$85.45B | -14.8% | +27.9% | 102.7 | 4.2% |
|
AMZN
Amazon Com Inc
|
$2.68T | +9.9% | +12.4% | 20.0 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$271.78B | -22.7% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$112.31B | -30.4% | +14.5% | — | 2.2% |
|
MELI
Mercadolibre Inc
|
$90.61B | -11.3% | +39.1% | 48.6 | 1.6% |
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 | -4.5% | -13.2% | +31.6% | -16.7% | -14.8% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -4.1% | -13.1% | +11.5% | -16.0% | -26.5% |
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.