DoorDash DASH
Marketplace Consumer Internet Transportation Retail & Goods Marketplace

DoorDash trades at 5.2x EV/NTM revenue on a $99.96B enterprise value. Revenue grew 35.6% year over year to $4.45B in the quarter ending June 2026, an annual run rate of $17.82B. DoorDash reports a 52.7% gross margin and 12.8-month CAC payback.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
5.2x
Payback Period
12.8
EV / Run Rate
5.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 236.74
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: --
IPO Year: 2020
% of 52 wk High: 84%
Description
Delivery & takeout from the best local restaurants. Breakfast, lunch, dinner and more, delivered safely to your door. Now offering pickup & no-contact delivery.
Reporting Notes
Publishes full-time employee count in 10-K under Human Capital. ARR/NDR not published.
Categories
Marketplace Consumer Internet Transportation Retail & Goods Marketplace
Valuation
Market Cap: 102,578.413
Enterprise Value: 99,958.413
EV / Revenue Run Rate: 5.6x
EV / NTM Revenue: 5.2x
EV / 2026 Revenue Estimates: 5.7x
EV / 2027 Revenue Estimates: 4.7x
EV / 2028 Revenue Estimates: 4.0x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 17,816
ARR: --
2026 Revenue Estimates: 17,590
2027 Revenue Estimates: 21,158
2028 Revenue Estimates: 25,056
LTM Revenue: 15,891
Last Year Run Rate: 13,136
Growth
Revenue Growth: 36%
ARR Growth: --
Growth Persistence: 143%
2026 Revenue Growth Estimates: 28%
2027 Revenue Growth Estimates: 20%
2028 Revenue Growth Estimates: 18%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is DoorDash growing?

DoorDash grew revenue 35.6% year over year, reaching $4.45B in the quarter ending June 2026.

What multiple does DoorDash trade at?

DoorDash trades at 5.2x EV/NTM revenue and 5.6x EV/run-rate, on an enterprise value of $99.96B.

Is DoorDash profitable?

For DoorDash, operating income was $156.0M last quarter and LTM free cash flow margin is 30.2%.

How long does it take DoorDash to pay back CAC?

DoorDash recovers customer acquisition cost in about 12.8 months.

What sector is DoorDash in?

Public Comps classifies DoorDash under Marketplace, Consumer Internet, Transportation, and Retail & Goods Marketplace.

Where does Public Comps get DoorDash's data?

Figures come from DoorDash's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.