DoorDash (DASH)
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-10-29
$178.99-0.01%
Close 2026-10-30 · 1-day change
NASDAQConsumer DiscretionaryInternet Content & InformationSnapshot 2026-10-29
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 46% growth a year, above the roughly 30% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 45% in its worst 12-month stretch.
View RiskDoorDash’s Marketplace growth and autonomous delivery investments underpin the case, with revenue growth recently uneven. Revenue grew 36% year over year in Q2 FY2026, but GAAP EPS missed consensus. DASH trades at 6× sales versus the 1× peer median, above its 6× historical multiple. The market is pricing in more growth than our forecast. The latest GAAP EPS miss was 8%, and our model puts next-quarter miss probability near 34%. The large peer multiple gap leaves room for premium compression if growth fails to earn it. Peer multiples imply a price about 46% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. DASH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 46 analysts currently covering DASH (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for DASH in the last 4 months.
Continue this research
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 2026-10-29. 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.
A reported large acquisition could expand customer options, but strategic fit and execution remain uncertain.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $178.99
The last 12 months of price, then the range of analyst 12-month targets from today’s $178.99.
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.
Threatens: Grow Marketplace Gross Order Value (GOV) and revenue
Encouraging customers to stop using the app undermines revenue growth.
Advances: Invest in AI and autonomous delivery technologies
Launch of delivery drones enhances AI and autonomous delivery technologies.
Advances: Build and roll out a new global technology platform
New India technology hub and hiring plan support global platform investment.
Advances: Build and roll out a new global technology platform
Planned 3,000-person technology center expands global engineering capacity.
Increased competition could hinder DoorDash's growth in the market.
Large NYC courier-pay settlement creates financial and compliance costs.
Settlement over worker tips signals material compliance and reputational headwinds.
