DoorDash (DASH) is a technology and logistics company that connects consumers with local businesses through on-demand delivery of food, groceries, convenience items, and retail goods. It operates one of the largest local commerce platforms in the world, powered by its Dasher courier network, subscription service DashPass, advertising solutions, and white-label logistics offerings for merchants.
Founded in 2013, DoorDash is headquartered in San Francisco, California. The company operates directly in the United States, Canada, Australia, and New Zealand, and through its subsidiaries Wolt and Deliveroo, markets across Europe, the Middle East, Africa, and Asia.
DoorDash trades near the upper end of its 52‑week range, reflecting a strong recovery from April lows despite a pullback from October’s peak. Over the past five days, the stock has gained 3%, with a 23% increase over the last month, a slight positive trend of over 6% in the past six months, and a roughly 37% gain over the last 12 months.
On a one‑year basis, DoorDash has outperformed the S&P 500 ($SPX), delivering around 37% versus roughly 16% for the index, helped by solid revenue growth and improving profitability. DASH trades well above its 200‑day moving average, signaling a strong intermediate trend but with elevated volatility relative to broad large‑cap benchmarks.
DoorDash reported Q3 2025 revenue of $3.446 billion, up 27% year-over-year (YoY) and slightly ahead of Wall Street expectations of about $3.36 billion. GAAP diluted EPS was $0.55, while adjusted EPS was roughly $1.28, both modestly beating consensus estimates near $1.25 on stronger operating leverage and advertising growth.
Net revenue margin improved to 13.8% from 13.5% a year earlier as advertising, lower credits and refunds, and lower Dasher costs as a share of GOV contributed to profitability. Net income attributable to common stockholders rose 51% YoY to $244 million, with operating income reaching about $258 million. Adjusted EBITDA climbed 41% to $754 million, while year‑to‑date (YTD) operating cash flow reached roughly $2.0 billion, supporting acquisitions and convertible debt issuance.
