Profile

Symbol: DASH

Industry: Internet retail

Sector: Consumer discretionary

Theme: Convenience economy

Annual gross profit: $8.2 billion

5-Year gross profit growth: +30.1%/year

5-Year shareholder growth: 21.6%/year

Estimated fair value: $220

Valuation assumption: 12 x annual gross profit

Operating income/gross profit: 9.3%

Insider ownership: 5.6%

Investors: Henry Ellenbogen (Durable Capital Partners)

DoorDash

Location: San Francisco, California

 

Estimated fair value history

  • Dec-23 - $127 (12 x annual gross profit)

  • Dec-24 - $155

  • Sep-25 - $169

  • Dec-25 - $186

  • Mar-26 - $201

  • Jun-26 - $220