DoorDash, Inc.

DASH

DoorDash, Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for DoorDash, Inc..

R40: 46 · 2026 Q1 $86.67B
$196.16
News

Coverage

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Rule of 40 2026 Q1
46.4
✓ Passing
Revenue Growth YoY +33.1%
+
FCF Margin +13.3%
History
39
Q1
38
Q2
51
Q3
47
Q4
2025 R40 +44
46
Q1
ANALYST RATINGS
Buy Avg target withheld — over 90 days old
Latest analyst action Feb 10, 2026
DASH
BNP Paribas Exane
Outperform $280
Initiated
2026-01-14
Jefferies
Buy $260
Upgrade
2025-11-19
Wedbush
Outperform $260
Upgrade
2025-11-13
Goldman
Buy $315
Resumed
2025-10-27
Barclays
Equal Weight $272
Resumed
2025-10-24

See all 18 ratings →

Company timeline

Earnings release dates

Quarter End date Publication date Release
2026 Q2 2026-06-30 2026-08-05 Details →
2026 Q1 2026-03-31 2026-05-06 Details →
2025 Q4 2025-12-31 2026-02-18 Details →
2025 Q3 2025-09-30 2025-11-06 Details →
2025 Q2 2025-06-30 2025-08-06 Details →
2025 Q1 2025-03-31 2025-05-06 Details →
2024 Q4 2024-12-31 2025-02-11 Details →
2024 Q3 2024-09-30 2024-10-30 Details →
2024 Q2 2024-06-30 2024-08-01 Details →
2024 Q1 2024-03-31 2024-05-01 Details →

All DASH earnings →

Background

Company History

Exchange
NASDAQ
IPO Date
Dec 9, 2020
Shares Outstanding
441.8M
2013
Founding as Palo Alto Delivery

Stanford students Tony Xu, Evan Moore, Stanley Tang, and Andy Fang launch local delivery service from a dorm room; joins Y Combinator.

2015
Early Expansion and Funding Rounds

Expands to major cities (San Francisco, Boston, Chicago); secures Series B ($40M); builds merchant network and Dasher fleet.

2018
Overtakes Uber Eats in U.S. Market Share

Surpasses Uber Eats in U.S. food delivery sales; narrative shifts to serious competitor emphasizing local focus and merchant relationships.

2020
IPO and Pandemic Boom

Goes public in December 2020; benefits from COVID-driven surge in delivery demand; stock surges amid massive order volume growth.

2021
Acquisition of Wolt

Acquires European delivery platform Wolt for $8.1B; accelerates international expansion and adds grocery/retail capabilities.

2023
Grocery and New Verticals Growth

Expands DashMart (micro-fulfillment), SNAP/EBT integration; celebrates 10-year anniversary; narrative evolves to 'everything delivery' platform.

2025
International Acceleration and Tech Investments

Leverages Wolt/Deliveroo for Europe growth; invests in autonomous delivery and AI; achieves profitability milestones and record subscribers.

2026
Pre-Earnings Momentum and Diversification Push

Q4 2025 results due Feb 18; strong grocery expansions, 50 Cent marketing campaign, analyst Buy ratings; focus on long-term growth via international and tech innovation.

Leadership

Key Players

Tony Xu
Co-Founder & CEO
Co-founded DoorDash in 2013 as Stanford MBA student. Chinese immigrant, built largest US food delivery platform.
Ravi Inukonda
CFO
CFO since March 2023. Former Uber finance exec. Joined DoorDash in 2018.
Prabir Adarkar
President & COO
President since 2023. Also came from Uber. Oversees day-to-day operations.
Andy Fang
Co-Founder
Co-founded DoorDash with Tony Xu. Former CTO. Stanford CS grad.
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