Total Orders

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

Research and development

General and administrative

Depreciation and amortization

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

DoorDash

Caviar is a startup that delivers meals from high-end restaurants. Caviar uses a fleet of couriers to provide delivery for popular restaurants who do not otherwise deliver. Caviar is currently available in 18 markets in the U.S. Users can order via the company's iOS or Android app, or on Caviar's website. In 2018, Caviar takes a step into corporate catering by acquiring Zesty, a San Francisco based catering platform.

Caviar

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013, and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

DoorDash excels in Q4 2022, eyes growth through innovation

DoorDash's Q4 2022 performance reflects strong growth in non-restaurant categories and DashPass membership, supported by strategic investments and operational efficiencies.
The company's strengths lie in its strategic focus on sustainable growth, innovation through AI, and proactive exploration of new verticals to enhance customer experience.
Challenges include regulatory impacts, short-term growth rate uncertainties, and the need to balance expenses for long-term leverage.
Opportunities for DoorDash include expanding customer base, exploring new verticals like item-based shopping, and leveraging logistics expertise for further growth and differentiation.

DoorDash reports strong Q1 performance, eyes ad business growth

DoorDash's Q1 2023 performance reflects strong consumer engagement and spending, driven by product quality improvements and strategic investments in new verticals.
The company faces challenges in balancing AI productivity with customer expectations, managing sales and marketing expenses, and ensuring consistent growth across categories.
Opportunities lie in leveraging the ad business for profitability, expanding into new markets like Europe, enhancing merchant relationships, and optimizing AI for operational efficiency.
Overall, DoorDash's focus on innovation, user experience, and market expansion positions it for continued growth and success in the competitive food delivery industry.

DoorDash accelerates growth in Q2, eyes profitability and user expansion

DoorDash's Q2 performance showcased accelerated growth, strong user metrics, and positive guidance for future profitability and margin expansion.
The company's strengths lie in effective problem-solving, customer retention, and strategic acquisitions, while facing challenges in managing acquisition costs and balancing growth across different verticals.
Opportunities for DoorDash include further user growth, expanding into non-restaurant categories, and enhancing DashPass offerings to drive continued profitability and market leadership.

DoorDash reports strong Q3 performance, focuses on efficiency and growth

DoorDash's Q3 performance showcased strong operating leverage and growth in post-COVID cohorts.
The company's focus on solving customer problems efficiently and improving advertising incrementality are key strengths.
Challenges include the need for further advertising product development and regulatory considerations.
Opportunities lie in marketplace acceleration, grocery business growth, and building the correct product efficiently.

DoorDash reports strong Q4 growth, faces regulatory challenges

DoorDash's Q4 2023 performance showcased strong growth and focus on user satisfaction and efficiency gains.
The company faces challenges in regulatory environments and balancing growth strategies with profitability.
Opportunities lie in expanding grocery market initiatives, international investments, and maximizing partner value.

DoorDash reports strong Q1 performance amidst regulatory challenges and growth opportunities

DoorDash's Q1 performance reflects positive unit economics in new verticals and growth in ad business, despite regulatory challenges and a slight deceleration in core U.S. restaurant business.
The company's strengths lie in its Dasher network efficiency, strategic investments in new verticals, and commitment to product enhancements and customer satisfaction.
Challenges include regulatory impacts, market saturation concerns, and macroeconomic factors, while opportunities exist in new market segments, digital adoption, and customer-centric strategies.

DoorDash reports robust Q2 performance amidst regulatory challenges and growth opportunities

DoorDash's Q2 2024 performance reflects strong consumer demand, growth in new customer acquisition, and focus on efficiency and retention.
The company faces challenges in regulatory impacts, maintaining affordability, and balancing marketplace health with monetization.
Opportunities for DoorDash include further enhancing efficiency, capitalizing on adtech success, and expanding globally while focusing on customer-centric strategies.
Overall, DoorDash's strategic focus on growth, efficiency, and customer satisfaction positions it well for continued success and market leadership.

DoorDash reports robust Q3 performance with strategic growth initiatives

DoorDash's Q3 2024 performance was marked by strong revenue growth, strategic partnerships, and positive customer feedback.
While facing challenges in autonomous delivery and cost management, DoorDash is well-positioned to capitalize on growth opportunities.
The company's focus on local commerce, customer loyalty, and market positioning are key strengths driving future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

DoorDash is going public. Read about how the founders went from idea to IPO in the Public app.

Four Stanford students were building an app for small businesses. They interviewed the owner of a macaroon shop, who said she had no one to deliver her baked goods for her. Their collective light bulb went off — the students scrapped the app they were working on, and DoorDash was born. 

Well actually, it starts out as PaloAltoDelivery.com, and the site displays menus from local restaurants, along with the students' personal cell phone numbers. Within a few hours, the first user orders prawn pad thai and spring rolls from a nearby Thai restaurant. 

The company makes its first delivery on Jan. 12, 2013. It starts out by making deliveries on the Stanford campus. 

Two months after making its first delivery, it raises $120,000 in funding from Y Combinator. In June, the company changes its name to DoorDash. And in October, it raises $2.4 million from investors.

DoorDash raises $17.3 million in a Series A round led by Sequoia Capital. Sequoia's Alfrid Lin also joins the company's board of directors. 

DoorDash expands operations to Los Angeles, opening DoorDash LA. 

DoorDash raises $40 million in a Series B led by Kleiner Perkins. This round values the company at $600 million.

DoorDash is sued by In-N-Out for trademark infringement and unfair competition. The very next day, DoorDash partners with KFC. The In-N-Out lawsuit is dismissed, but DoorDash agrees to stop delivering from its locations. 

For the first time, DoorDash expands beyond the U.S., and launches in Toronto.

DoorDash begins delivering alcohol in Southern California, in a partnership with Anheuser-Bush.

DoorDash partners with Starship Technologies to test delivery robots.

DoorDash partners with Walmart to deliver groceries. 

The company partners with e-commerce platform Mercato to reach independent grocers and specialty stores.

DoorDash acquires Scotty Lab, a startup that develops self-driving and remote-controlled vehicles. 

The company opens its first ghost kitchen, DoorDash Kitchen, to enable chefs to make delivery meals in commercial-grade kitchens.

Because of COVID-19, DoorDash's revenue accelerates — increasing 226% in Q3 2020 compared to the same quarter a year ago. 

Today, DoorDash has over 390,000 merchants, 18M consumers, and 1M Dashers across the globe. The company raised $2.5 billion before its IPO.

Airbnb

Earlier this month, online vacation platform Airbnb - and food delivery startup DoorDash went public with their stocks seeing big jumps from their IPO prices. Airbnb is currently valued at a whopping $90 billion, while DoorDash is valued at about $50 billion.

Pick Airbnb Stock Over DoorDash?

LONDON, Dec. 30, 2020 /PRNewswire/ -- Nearly every aspect of our lives has been transformed in 2020. But there are few places where the change has been as dramatic or all-encompassing as in the stock market. Mentioned in today's commentary includes: DoorDash, Inc. (NYSE: DASH), Uber...

The Real Reason Big Tech Dominated The Market In 2020

GameStop

SeaWorld Entertainment

Three hot growth stocks could be in for a cool -- and cruel -- year ahead.

3 Stocks That Could Be Silent Wealth Killers

Apple

Boeing

NIKE

Chipotle

Microsoft

Twitter

Walmart

This has been the year of the virus, and like all bad things, it must come to an end.

Apple, Boeing, Nike, Airbnb, DoorDash and More Analyst Picks to Buy Into 2021

Zoom Video

One of the most common questions traders have about a stock is: “why is it moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

Is Now The Time To Buy Nio, Zoom, Amazon Or DoorDash Stock?

Growth is likely to disappoint. The post Valuation Problems Are Just One of the Reasons DoorDash Won't Deliver appeared first on InvestorPlace.

Valuation Problems Are Just One of the Reasons DoorDash Won't Deliver

GrubHub

Uber

Food delivery giants GrubHub Inc (NYSE: GRUB), Uber Technologies Inc (NYSE: UBER), and recent market newcomer DoorDash Inc (NYSE: DASH) could see their businesses impacted by a new California law that comes into effect on Jan. 1, The Wall Street Journal reported. The new law As of the beginning of 2021, third-party food delivery companies must have written contracts and agreements with restaurants it collects food from, according to WSJ.

How Will California's new restaurant delivery law affect Grubhub, Doordash?

The company is facing tough competition and a likely post-pandemic letdown, making DASH stock unattractive The post DoorDash Stock Looks Meaningfully Overvalued appeared first on InvestorPlace. More From InvestorPlace Why Everyone Is Investing in 5G All WRONG Top Stock Picker Reveals His Next 1,000% Winner Radical New Battery Could Dismantle Oil Markets

DoorDash Stock Looks Meaningfully Overvalued

Snowflake

Unity Software

Palantir Technologies

It has been a terrific year for IPOs despite the pandemic rattling the global economy. However, it was primarily a tech show with two of the biggest IPOs taking place in consecutive days when Airbnb (ABNB) and DoorDash (DASH) made their stock exchange debut in early December.

5 Top Performers of an IPO-Packed 2020

DoorDash enjoyed a strong IPO rally out of the gates and has the cash on hand to fuel its growth in the years ahead. The post By Now, You May Have Missed the Boat on DoorDash Stock appeared first on InvestorPlace.

By Now, You May Have Missed the Boat on DoorDash Stock

As the pandemic creates a permanent shift in consumer habits, DASH stock will thrive in a post-pandemic world. Could DoorDash stock deliver for your portfolio?

DoorDash Stock Looks Set To Deliver as Takeout Becomes a Way of Life

Food delivery startup DoorDash went public earlier this month and saw its stock soar from its IPO price of about $102 to levels of around $160 currently, with its market cap standing at about $51 billion - making the company more valuable than major restaurants including Chipotle and Yum Brands.

Is DoorDash Stock's Valuation As High As It Looks?

American Well Corporation

BigCommerce Holdings, Inc.

Shift4 Payments

GoodRx Holdings

Lemonade

Paya Holdings

Vroom

Wish

The U.S. market for initial public offerings (IPOs) had a banner year in 2020 despite the pandemic — or perhaps because of it. Connected-commerce companies often led the way, frequently enjoying strong IPO pricing and even bigger first-day “pops” as investors realized that the digital shift created by the COVID-19 outbreak would likely never fully […]

The Connected Economy's 10 Biggest US IPOs Of 2020

Retail bulls could beat out Wall Street bears, but 'priced for perfection' right out of the gate, don't take a chance with DASH stock. The post Risk/Return is Not in Your Favor, So Avoid DoorDash Stock appeared first on InvestorPlace.

Risk/Return is Not in Your Favor, So Avoid DoorDash Stock

DoorDash and Airbnb both IPOd a couple of weeks ago. Airbnb has struggled in 2020 with the pandemic but is expected to return to growth going forward.

DoorDash And Airbnb: A Dive Into Two Of 2020's Hottest IPOs

Just two weeks after its IPO, DoorDash has a chart that's made to order for downside. That should have the attention of DASH stock bears.

DoorDash Is Being Delivered On a Plate to Bears

C3.ai

IPO stocks have been hot, but there's room for both bulls and bears to profit. Here's how traders should approach the market's hottest IPOs.

IPO Stocks to Trade: 2 to Buy, 1 to Sell

Paul Meeks, who's known for running the world's largest tech fund during the late 1990s, builds a bearish case for two popular 2020 names.

Tech bull Paul Meeks predicts another record year, but sounds the alarm on DoorDash and Airbnb

The public offerings reignited a debate around traditional IPOs, with critics looking at the money left on the table.

DoorDash and Airbnb pops were absurd, IPO process has gotten worse in last five years, says Gurley

DoorDash's initial public offering (IPO) and sudden stock price surge has created no shortage of conversation in the dining landscape. Experts and analysts are rushing to figure out whether DoorDash's big jump signals a permanently shifted dining landscape or if the sudden surge is destined to pull back once the COVID-19 vaccine is in wide […]

Paytronix CEO Robbins Says DoorDash Still Has A Lot To Prove

The company is unlikely to deliver for investors.

Why I'll Never Own DoorDash Stock

The companies represent this year's trend in IPOs—big hoopla and a powerful first-day surge after pricing above their expected price range.

Airbnb and DoorDash Attract Some Positive Attention on Wall Street

The firm, a short seller, gives DoorDash a $40 price target.

DoorDash Has a Potential 74% Downside, 1 Analyst Says

Back in 2019, Uber was an overhyped tech IPO. Today, DASH stock is the latest overvalued tech IPO, and Uber stock is a better investment.

It's Time to Sell DoorDash and Buy Uber

DASH's IPO was fueled by a quickly vanishing COVID-19 tailwind. DASH has no moat.

News for DoorDash Stock (DASH)