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Upturn AI SWOT - About
DASH 
DoorDash, Inc. Class A Common Stock (DASH)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: DASH (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 3.85% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 76.63B USD | Price to earnings Ratio 629.03 | 1Y Target Price 219.06 |
Price to earnings Ratio 629.03 | 1Y Target Price 219.06 | ||
Volume (30-day avg) 8138078 | Beta 1.7 | 52 Weeks Range 99.32 - 215.25 | Updated Date 04/2/2025 |
52 Weeks Range 99.32 - 215.25 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.15% | Operating Margin (TTM) 4.25% |
Management Effectiveness
Return on Assets (TTM) 0.27% | Return on Equity (TTM) 1.6% |
Valuation
Trailing PE 629.03 | Forward PE 76.92 | Enterprise Value 71975961272 | Price to Sales(TTM) 7.15 |
Enterprise Value 71975961272 | Price to Sales(TTM) 7.15 | ||
Enterprise Value to Revenue 6.71 | Enterprise Value to EBITDA 137.62 | Shares Outstanding 394484992 | Shares Floating 360228191 |
Shares Outstanding 394484992 | Shares Floating 360228191 | ||
Percent Insiders 0.58 | Percent Institutions 92.7 |
Analyst Ratings
Rating 4.16 | Target Price 180.36 | Buy 7 | Strong Buy 22 |
Buy 7 | Strong Buy 22 | ||
Hold 15 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
DoorDash, Inc. Class A Common Stock
Company Overview
History and Background
DoorDash, Inc. was founded in 2013 by Tony Xu, Andy Fang, Stanley Tang, and Evan Moore. Initially called PaloAltoDelivery.com, it rebranded as DoorDash and focused on connecting local restaurants with customers for delivery. It has grown to become a leading food delivery platform in the United States and internationally. DoorDash IPO'd in December of 2020.
Core Business Areas
- Delivery: Connects consumers with local businesses, primarily restaurants, for on-demand delivery of meals and other items.
- DashPass: A subscription service offering unlimited deliveries with reduced service fees.
- Platform Services: Provides services to merchants, including order fulfillment, marketing, and analytics.
- B2B: DoorDash also provides delivery services to other businesses like Walmart.
Leadership and Structure
Tony Xu is the co-founder and CEO. The company operates with a typical corporate structure, including a board of directors and various executive leadership positions overseeing different departments.
Top Products and Market Share
Key Offerings
- Competitors: Uber Eats (UBER),Grubhub (GRUB)
- Food Delivery: DoorDash's primary service, offering on-demand delivery from a vast network of restaurants. Market share is approximately 59% in the US as of 2024. Uber Eats (UBER) and Grubhub (GRUB) are major competitors.
- Market Share (%): 59
- Competitors: Uber Eats (UBER),Grubhub (GRUB)
- DashPass: A subscription service that provides unlimited deliveries with reduced fees. It helps increase customer loyalty. Competitors include similar subscription programs from Uber Eats and Grubhub.
- Market Share (%): 40
- Competitors: Amazon (AMZN),Walmart (WMT)
- Drive and Drive+: DoorDash's white-label delivery service, allowing businesses to offer delivery without building their own infrastructure. This includes business-to-business delivery. Amazon (AMZN) and Walmart (WMT) are competitors through their own delivery networks.
- Market Share (%): 10
Market Dynamics
Industry Overview
The food delivery industry is highly competitive and rapidly evolving, driven by changing consumer preferences and technological advancements. The industry is becoming increasingly saturated, with a growing number of players.
Positioning
DoorDash is a dominant player in the US food delivery market, benefiting from its large network of restaurants and couriers (Dashers). It faces competition from Uber Eats, Grubhub, and other regional players.
Total Addressable Market (TAM)
The global online food delivery market is projected to reach hundreds of billions of dollars. DoorDash is positioned to capture a significant portion of this market, especially through expansion into new verticals and international markets.
Upturn SWOT Analysis
Strengths
- Large Market Share
- Extensive Dasher Network
- Strong Brand Recognition
- DashPass Subscription Model
- Technology and Logistics Infrastructure
Weaknesses
- Reliance on Gig Economy Workforce
- Profitability Challenges
- High Operating Costs
- Dependence on Restaurant Partnerships
- Regulatory Risks related to independent contractors
Opportunities
- Expansion into New Verticals (e.g., grocery, alcohol)
- International Market Expansion
- Partnerships with Retailers
- Development of New Technologies
- Increased Adoption of DashPass
Threats
- Intense Competition
- Regulatory Changes affecting Gig Economy
- Economic Downturn impacting Consumer Spending
- Rising Labor Costs
- Data Breaches or Cybersecurity Incidents
Competitors and Market Share
Key Competitors
- UBER
- GRUB
Competitive Landscape
DoorDash leads the market in market share but faces aggressive competition from Uber Eats and Grubhub. Each company is focused on expanding its offerings and improving its logistics to gain a competitive edge.
Major Acquisitions
Caviar
- Year: 2019
- Acquisition Price (USD millions): 410
- Strategic Rationale: Expanded DoorDash's presence in the premium restaurant delivery segment.
Growth Trajectory and Initiatives
Historical Growth: DoorDash has experienced rapid revenue growth due to increased adoption of online food delivery.
Future Projections: Analysts project continued revenue growth for DoorDash, driven by expansion into new markets and services. Profitability is expected to improve over time. Growth will slow as the market matures.
Recent Initiatives: DoorDash has been focusing on expanding its offerings beyond food delivery, including grocery and alcohol delivery. It is also investing in new technologies, such as drone delivery. New partnerships with retailers are underway.
Summary
DoorDash is a dominant player in the US food delivery market with significant revenue growth, although profitability remains a challenge. Its strengths lie in its large market share and extensive network. DoorDash should focus on improving profitability and managing regulatory risks. Future growth depends on expanding into new verticals and international markets.
Similar Companies
AMZN
Amazon.com Inc
AMZN
Amazon.com Inc
UBER
Uber Technologies Inc
UBER
Uber Technologies Inc
WMT
Walmart Inc
WMT
Walmart Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports (e.g., Statista, MarketWatch)
- Analyst Reports
- Company Press Releases
- Published Market Share Data from various sources
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Financial information may not be completely up to date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoorDash, Inc. Class A Common Stock
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2020-12-09 | Co-Founder, CEO & Chair Mr. Tony Xu | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 23700 | Website https://www.doordash.com |
Full time employees 23700 | Website https://www.doordash.com | ||
DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand and Wolt Drive, which are white-label delivery fulfillment services, as well as provides services that help merchants establish online ordering, build branded mobile apps, enable tableside order and pay, and enhance customer support. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was founded in 2013 and is headquartered in San Francisco, California.
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