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