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DASH DoorDash, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Consumer Disc

Scale

Market cap
$101.7bn
Revenue TTM
$15.9bn
Net income TTM
$841m
Free cash flow
$2.6bn
Composite score
36.4
Sector rank
#118

Valuation

P / E
121.0
EV / EBITDA
56.3
EV / sales
6.1
FCF yield
2.55%
Earnings yield vs 10-yr
-3.90pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.3%
EBITDA margin
10.8%
ROE
8.5%
ROIC
15.6%
Revenue growth
33.6%

Insider activity, last 90 days

Net open-market
$-90.44m
Buyers
1
Sellers
10

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We also offer advertising as a value-added service through our Marketplaces to help merchants and consumer packaged goods companies increase consumer engagement and drive incremental revenue. The increase in Total Orders was driven primarily by growth in the number of consumers and the acquisition of Deliveroo plc ("Deliveroo"). In the second quarter of 2026, Marketplace GOV increased to $33.1 billion, or 36% growth compared to the same quarter of 2025, driven primarily by growth in Total Orders and an increase in average order value 3 on our Marketplaces. In the second quarter of 2026, Net Revenue Margin was 13.5%, consistent with the same quarter of 2025. …DoorDash, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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