DoorDash, Inc. (DASH) stock — is it a good business?

DoorDash, Inc. (DASH) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From DoorDash's results release of October 29, 2026; its quarterly report has since been filed.

Revenue
Actual
$4.62B
+34% y/y
+3.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.06
+93% y/y
+130% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$442M
+71% y/y
+183% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

How it makes money

United States marketplace and merchant services84%
Marketplace and merchant services outside the United States17%

Shares of revenue are estimates for year ended December 31, 2025, not figures from a filing.

Competes with

What it sells6

DoorDash, Wolt, and Deliveroo Marketplaces
Apps and websites where consumers find and order food, groceries, and other goods from local businesses for delivery.
DashPass, Wolt+, and Deliveroo Plus
Paid membership programs that reduce some delivery and service fees and include other membership benefits.
Drive
A service that lets merchants arrange delivery for orders placed through the merchants’ own websites, apps, or other sales channels.

Show 3 more

Merchant online ordering and business tools
Tools for merchants to take orders on their own websites and branded apps, manage reservations and in-store dining, and handle customer relationships and support.
Marketplace advertising
Paid advertising on the apps and websites that helps merchants and consumer packaged goods companies promote products to consumers.
Ask DoorDash
An ordering assistant that helps consumers discover restaurants and put together grocery orders.

Who buys it5

Consumers who pay delivery and service fees on orders and may pay for a membership.
Restaurants and other merchants that pay commissions on marketplace orders.
Grocery stores and retailers that sell through the Marketplaces or use delivery arranged through their own channels.

Show 2 more

Merchants that pay for online ordering, branded apps, reservations, in-store dining, or customer-management tools.
Merchants and consumer packaged goods companies that pay to advertise on the Marketplaces.

What it stands on, and what could break it

What the business leans on

1The Marketplaces depend on merchants to keep products available, maintain service quality, and set prices consumers will accept.
2Delivery depends on attracting enough Dashers to accept orders; most Dashers are independent contractors who choose when and where to work.
3Payments, background checks, insurance, software, and other services rely in part on outside providers.
4The business is subject to laws that vary by location, including rules on worker classification, fees, payments, privacy, food safety, and delivery of age-restricted goods.

What could go wrong

1Intense competition for consumers, merchants, and Dashers could make it harder to keep users, attract new ones, or maintain order volume.
2Changes in worker-classification laws or other local regulations could require changes to Dasher arrangements, pricing, or operations and increase costs.
3Cyberattacks, technology failures, or interruptions at DoorDash or its outside service providers could disrupt ordering, delivery, or payments and expose the company to claims or damage to its reputation.

Full financial statements →

About DoorDash, Inc.

DoorDash connects consumers with local businesses through the DoorDash, Wolt, and Deliveroo apps and websites. Consumers order goods for delivery, while independent delivery workers, called Dashers, complete many of the deliveries. DoorDash also sells merchants tools for taking orders through their own websites and apps, arranging deliveries, managing reservations, and reaching customers.

Head office: San Francisco, California
Founded: 2013
Employees: 31,400+ (December 31, 2025, high)
Listed on: Nasdaq Stock Market
Financial year ends: December 31

Built from DoorDash, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From DoorDash's results release of October 29, 2026; its quarterly report has since been filed.

Revenue
Actual
$4.62B
+34% y/y
+3.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.06
+93% y/y
+130% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$442M
+71% y/y
+183% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes DoorDash is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Internet Retail

Graded A or B and worth $2B or more: A first, then the largest.

All 38 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises