DoorDash, Inc.（DASH）股票——这是一门好生意吗？

DoorDash, Inc.（DASH）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From DoorDash's results release of 2026年10月29日; its quarterly report has since been filed.

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

怎么赚钱

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

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: San Francisco, California
成立于: 2013
员工人数: 31,400+ (December 31, 2025, high)
上市于: Nasdaq Stock Market
财年结束: December 31

基于 DoorDash, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From DoorDash's results release of 2026年10月29日; its quarterly report has since been filed.

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