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Nasdaq · Industrials

DoorDash, Inc. (DASH)

As-reported financials and SEC filings for DoorDash, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About DoorDash, Inc.

DoorDash, Inc. operates online marketplaces including DoorDash, Wolt, and Deliveroo in over 40 countries, connecting merchants, consumers, and delivery contractors known as Dashers. The company provides services that help merchants establish an online presence, manage orders, and fulfill deliveries, while consumers use its apps and websites to order goods locally. DoorDash also offers a Commerce Platform with tools for merchants to build and grow their businesses, and it provides flexible earning opportunities for Dashers who deliver orders.

Snapshot

Revenue
$13.72B
Revenue growth (YoY)
27.9%
Net income
$935.0M
Diluted EPS
$2.13
Gross margin
Operating margin
5.3%
Net margin
6.8%
FCF margin
15.8%
ROE
9.3%
net income / fiscal-year-end equity
P/E
118.8×
trailing when available, otherwise FY EPS
Market cap
$97.78B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at DoorDash

  • Revenue grew 27.9% to $13.7B in FY2025, faster than the 24.2% the year before.
  • Operating margin turned positive at 5.3% in FY2025, from a 9.2% operating loss in FY2021.
  • Most recent quarter Q2 FY2026: revenue $4.5B, up 35.6% from Q2 FY2025.
  • Free cash flow was $2.2B in FY2025, 15.8% of revenue.
  • Net income rose 660.2% to $935M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where DoorDash’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin5.3%
50th percentile of 605
Net margin6.8%
65th percentile of 645
FCF margin15.8%
87th percentile of 562
Revenue growth (YoY)+27.9%
88th percentile of 668
ROE9.3%
57th percentile of 600
P/E118.8×
96th percentile of 434
Short interest3.52d
55th percentile of 676

DoorDash’s P/E of 118.8 ranks in the 96th percentile of the 434 peers with a meaningful P/E. DoorDash’s revenue growth of +27.9% ranks in the 88th percentile of the 668 Industrials companies reporting it. DoorDash’s FCF margin of 15.8% ranks in the 87th percentile of the 562 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 60 insider sales totaling $86.8M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 7 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
7
+7 quant / multi-strat
Initiated / added
4
0 new, 4 added
Reduced / exited
10
9 trimmed, 1 exited
Combined position
$1.17B
reported long value
InvestorAs ofPosition valueSharesChange
Sands Capital ManagementQ2 2026$429.2M2.3MReduced
Renaissance TechnologiesquantQ2 2026$164.1M889.5KReduced
Millennium ManagementquantQ2 2026$112.3M608.4KReduced
Coatue ManagementQ2 2026$96.8M524.8KReduced
ARK Investment ManagementQ2 2026$70.1M380.1KAdded
AQR Capital ManagementquantQ2 2026$63.5M344.0KAdded
Gotham Asset ManagementQ2 2026$58.4M316.4KAdded
Citadel AdvisorsquantQ2 2026$49.1M266.0KReduced
Soros Fund ManagementQ2 2026$46.1M249.9KAdded
D. E. ShawquantQ2 2026$34.5M187.0KReduced
Point72 Asset ManagementquantQ2 2026$28.9M156.6KReduced
Tiger Global ManagementQ2 2026$4.7M25.3KHeld
Bridgewater AssociatesQ2 2026$4.4M23.6KReduced
Two Sigma InvestmentsquantQ2 2026$3.6M19.3KReduced

No longer held by: First Eagle Investment Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
60
$86.8M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell20.7K$231.46$4.8M
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell11.3K$233.48$2.6M
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell11.0K$232.29$2.6M
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell4.6K$230.44$1.1M
2026-08-25
filed 2026-08-26
Xu TonyCHIEF EXECUTIVE OFFICERSell3.8K$230.00$866K
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell3.3K$229.31$756K
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell2.4K$227.75$550K
2026-08-25
filed 2026-08-27
Adarkar PrabirPRESIDENT AND COOSell1.9K$234.25$445K
2026-08-24
filed 2026-08-26
Xu TonyCHIEF EXECUTIVE OFFICERSell29.6K$230.00$6.8M
2026-08-24
filed 2026-08-26
Tang StanleyDirectorSell10.1K$225.00$2.3M
2026-08-24
filed 2026-08-26
Lee Gordon SCHIEF ACCOUNTING OFFICERSell2.2K$222.03$489K
2026-08-24
filed 2026-08-26
Sherringham TiaGENERAL COUNSEL AND SECRETARYSell1.3K$229.08$290K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
16.2M
settled 2026-08-14
Change vs prior
-10.6%
vs previous settlement
Days to cover
3.52
at avg daily volume
Avg daily volume
4.6M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1416.2M-10.6%3.52
2026-07-3118.1M-3.7%5.29
2026-07-1518.8M-12.2%4.69
2026-06-3021.4M+11.9%3.68
2026-06-1519.1M+9.3%4.19
2026-05-2917.5M+18.0%3.50
2026-05-1514.8M+5.9%2.53
2026-04-3014.0M+15.3%3.81

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$13.72B$10.72B$8.63B$6.58B$4.89B
Gross profit
Operating income$723.0M$-38.0M$-579.0M$-1.12B$-452.0M
Net income$935.0M$123.0M$-558.0M$-1.36B$-468.0M
Diluted EPS$2.13$0.29$-1.42$-3.68$-1.39

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$4.38B$4.02B$2.66B$1.98B$2.50B
Current assets$8.64B$7.39B$5.60B$4.72B$4.57B
Total assets$19.66B$12.85B$10.84B$9.79B$6.81B
Current liabilities$6.15B$4.44B$3.41B$2.54B$1.76B
Long-term debt
Total liabilities$9.61B$5.04B$4.03B$3.02B$2.14B
Total equity$10.03B$7.80B$6.81B$6.75B$4.67B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$2.43B$2.13B$1.67B$367.0M$692.0M
Capital expenditure$257.0M$104.0M$123.0M$176.0M$129.0M
Free cash flow$2.17B$2.03B$1.55B$191.0M$563.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$4.45B35.6%$200.0M$0.46
Q1 FY2026$4.04B33.1%$184.0M$0.42
Q4 FY2025$3.96B37.7%$213.0M$0.48
Q3 FY2025$3.45B27.3%$244.0M$0.55
Q2 FY2025$3.28B24.9%$285.0M$0.65
Q1 FY2025$3.03B20.7%$193.0M$0.44
Q4 FY2024$2.87B24.8%$141.0M$0.29
Q3 FY2024$2.71B25.0%$162.0M$0.38

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorIndustrials
SIC industryServices-Business Services, NEC
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2022
SEC CIK1792789

Selected SEC filings

10-K/A2026-05-06
View on EDGAR →
10-K2026-02-18
View on EDGAR →
10-Q2026-08-05
View on EDGAR →
10-Q2026-05-06
View on EDGAR →
10-Q2025-11-06
View on EDGAR →
10-Q2025-08-06
View on EDGAR →
8-K2026-08-11
View on EDGAR →
8-K2026-08-05
View on EDGAR →

Largest Industrials peers

All Industrials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.