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DoorDash DASH

DoorDash scores good on business quality (6.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$196.50Oct 9, 2026
Business qualityGood
Next earningsNov 4, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What DoorDash does

    DoorDash operates a digital marketplace connecting consumers with local merchants for restaurant delivery and retail logistics. Merchants and customers pay fees and commissions on every transaction.

  2. What it does best

    DoorDash dominates restaurant delivery logistics by capturing massive order volume, driving a top-decile 94th percentile revenue growth rate. This scale creates local density that smaller peers like Starbucks cannot easily match.

  3. The main risk

    Gig workers face intense pressure from high gas costs and pinched consumer budgets, risking labor supply shortages that threaten delivery reliability and order volume.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 4.8% while FCF margin reaches 77%. Margins are stabilizing as scale increases, yet low operating income shows profitability has not fully matured.

MoatWeak

Network effects lock in consumers and local merchants within dense urban clusters. Its sector percentile for gross margin hits 74%, but low operating margins limit the moat's durability against rivals.

GrowthFast

Revenue grew 27.9% to $15.9B, driven by core marketplace expansion. Historical figures show consistent top-line acceleration over the past five years.

Financial healthStrong

Debt-to-equity sits at 0.27 with $5.5B in cash, outstripping total debt. Free cash flow reached $2.1B, showing strong cash conversion. The balance sheet is getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

6 sold $12.5M outside pre-planned sales.

Our sealed record on DASH

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DASH a good business?

DoorDash scores good on the Cluenex quality check (6.5 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health strong.

Are insiders buying DASH?

In the last 90 days of SEC Form 4 filings: 6 sold $12.5M outside pre-planned sales.

When does DASH report earnings?

Nov 4, 2026, after the close.

For members

See DASH today

  • Today's verdict on DASH, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “DoorDash (DASH)”, https://cluenex.com/stocks/dash/, data as of Oct 10, 2026.