DoorDash (DASH)
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-09-14
$203.54+0.79%
Close 2026-09-14 · 1-day change
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-09-14
Research Workspace
Put DASH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 34% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 64% growth a year, above the roughly 26% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 48% in its worst 12-month stretch.
View RiskDASH's growth has to keep compounding to justify the price. Revenue grew 36% year over year, but the last quarter missed expectations. It trades at 5.6× price-to-sales versus a peer median of 0.8×. The market is pricing in more growth than forecast, indicating expectations look full. Recent financial performance dropped to the bottom half of its industry, which has weakened the reason to own it. Our model puts the next-quarter miss near 26%. Peer multiples imply a price about 56% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. DASH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 45 analysts currently covering DASH (as of Sep 2026).
Based on 11 Wall Street analysts offering 12-month price targets for DASH in the last 4 months.
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Compare DASH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DASH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialized Consumer Services — fair value, gap to price, and forward P/E.
Compare the value case
Put DASH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Increased competition could hinder DoorDash's growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $203.54
The last 12 months of price, then the range of analyst 12-month targets from today’s $203.54.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Invest in AI and autonomous delivery technologies
AI efficiency gains support investment in AI technologies.
Advances: Integrate and invest in Deliveroo to drive growth and profitability
Investment in India supports growth and profitability objectives.
Advances: Grow Marketplace Gross Order Value (GOV) and revenue
Expansion into retail delivery can boost GOV significantly.
Advances: Grow Marketplace Gross Order Value (GOV) and revenue
Same-day delivery can enhance customer satisfaction and GOV.
Threatens: Grow Marketplace Gross Order Value (GOV) and revenue
Increased competition can hinder GOV growth.
Regulatory challenges are ongoing but not immediate.
Advances: Grow Marketplace Gross Order Value (GOV) and revenue
Digital advertising can diversify revenue streams.