DoorDash (DASH)
Local-commerce marketplaces and merchant software spanning DoorDash, Wolt, and Deliveroo.
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Runs the DoorDash, Wolt, and Deliveroo local-commerce marketplaces, earning transaction, delivery, service, membership, and advertising revenue from consumers and merchants. A Commerce Platform adds white-label fulfillment and merchant software, while marketplace revenue predominates and courier classification remains a regulatory dependency.
Operates the DoorDash, Wolt, and Deliveroo marketplaces across more than 40 countries, connecting consumers with restaurants, grocers, and other local retailers. Revenue comes largely from merchant transaction fees and consumer delivery and service fees; DashPass, Wolt+, and Deliveroo Plus memberships and advertising add consumer and merchant revenue.
Extends beyond marketplace orders through the Commerce Platform, including Drive white-label fulfillment, digital ordering, branded apps, and SevenRooms reservations and guest-management software. The model combines demand generation, payments, logistics, and customer support, with the United States as its largest market.
Marketplaces generate the vast majority of revenue. Fulfillment depends heavily on couriers treated as independent contractors in most geographies, while co-founder and CEO Tony Xu holds concentrated voting control through the multi-class structure and a co-founder voting agreement.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Scotiabank | Initiate | Rating: —Target: — | Target: $275 |
| Sep 8, 2026 | UBS | Reiterate | Rating: —Target: $225 | Target: $295 |
| Aug 24, 2026 | Barclays | Downgrade | ||
| Aug 20, 2026 | Wedbush | Reiterate | Rating: —Target: $270 | Target: $220 |
| Aug 10, 2026 | Roth Capital | Reiterate | Rating: —Target: $200 | Target: $220 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.35B · Total debt $3.31B · Total assets $19.56B · Shareholders' equity $9.92B
- Revenue
- $4.45B
- Operating income
- $451.0M
- Net income
- $200.0M
No dividends on record.
| Institutions | 89.37% | 387.22M shares | |
|---|---|---|---|
| 1,115 holders · as of Jun 30, 2026 | |||
| Insiders | 6.50% | 28.14M shares | |
| 8 holders · as of Sep 3, 2026 | |||
| Other | 4.13% | 17.94M shares | |
| remainder | |||
433.30M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
SC US (TTGP), Ltd.Institution | 7.29% | 31.60M A | as of Jun 30, 2026 |
Tony Xu1Insiderdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | 6.38% | 3.59M B · 9,659 A | filed Feb 13, 2025 |
BlackRock, Inc.Institution | 6.20% | 26.86M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.64% | 24.45M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.03% | 17.48M A | as of Jun 30, 2026 |
- The filed share classes (B, A, COMMON) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Keith Yandell | officer: CHIEF BUSINESS OFFICER | −2,184 | $200.76 |
| Sep 4, 2026 | Gordon S. Lee | officer: CHIEF ACCOUNTING OFFICER | −413 | $221.50 |
| Sep 2, 2026 | Stanley Tang | director | −30,835 | $225.98 |
| Sep 1, 2026 | Tony Xu | director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | −16,667 | $230.00 |
| Sep 1, 2026 | Ravi Inukonda | officer: CHIEF FINANCIAL OFFICER | −16,044 | $228.55 |
- Uber
Closest US rival — Eats holds ~23–26% US share, leads globally in 45+ countries.
- Amazon
Named in FY2025 10-K; Same-Day grocery expanded to 2,300+ US cities by end-2025.
- Instacart
Grocery-tech intermediary losing share as DoorDash expands into grocery.
- MercadoLibre
LatAm e-commerce leader; Mercado Envios contests Wolt/DoorDash delivery.
- Walmart
#1 US digital grocer; Walmart+ and InHome contest same-day grocery delivery.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| DoorDash | $193.14 | −0.36% | $84.46B | 101.5 | 55.3 | 5.3 | +35.6% |
| Uber | $69.58 | −1.78% | $144.20B | 15.6 | 18.0 | 2.6 | +12.2% |
| Amazon | $255.26 | −1.24% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Instacart | $44.14 | −3.12% | $10.71B | 24.9 | 16.9 | 2.7 | +14.1% |
| MercadoLibre | $1,825.70 | +0.29% | $92.29B | 49.5 | 42.3 | 2.6 | +50.2% |
| Walmart | $109.74 | +2.14% | $855.02B | 38.8 | 36.6 | 1.2 | +5.9% |
| Median | 24.9 | 27.3 | 2.6 | +14.1% |