Stocks Consumer discretionary DASH
NASDAQ · Consumer discretionaryDoorDash, Inc. (DASH)
DoorDash, Inc. brought in $17.1B of revenue over the twelve months to September 30, 2026, up 35.0% from a year earlier. Net income was $1.1B, a net margin of 6.2%. Operating cash flow minus capital spending left $2.2B of free cash flow in fiscal 2025. At September 30, 2026 it held $5.1B in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about DoorDash, Inc.
- Net worth
- DoorDash, Inc. has a market value (market cap) of $77.2B at the latest share price, and shareholders' equity of $10.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $13.7B (+27.9% year on year), with net income of $935M. Over the 12 months to September 30, 2026: revenue $17.1B, net income $1.1B.
- Cash flow
- In fiscal 2025 operations brought in $2.4B of cash; after $257M of capital spending, free cash flow was $2.2B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- DoorDash, Inc.'s next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What DoorDash, Inc. does
Operates an online platform and logistics network connecting consumers with local merchants, including restaurants, grocery stores, convenience shops, and retail outlets. The platform facilitates ordering, payment, and on-demand delivery fulfilled by independent couriers, generating revenue from merchant commissions, customer fees, and subscriptions. Its shares trade on NASDAQ under the ticker DASH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $13.7B | $935M | $2.13 | $2.2B |
| 2024 | $10.7B | $123M | $0.29 | $2B |
| 2023 | $8.6B | -$558M | -$1.42 | $1.6B |
| 2022 | $6.6B | -$1.4B | -$3.68 | $191M |
| 2021 | $4.9B | -$468M | -$1.39 | $563M |
| 2020 | $2.9B | -$461M | -$7.39 | $146M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where DASH ranks in Consumer discretionary
Latest SEC filings
What DoorDash, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Form 425 filing 425
- October 30, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 34% to $4.6B versus the same quarter last year; diluted EPS $1.06 versus $0.55.
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026Form 425 filing 425
- October 29, 2026
- October 29, 2026Form 425 filing 425
What is DASH worth? A DCF from its reported cash flow
Insider trades
What the people running DoorDash, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $86.6M worth of shares in the last 90 days and bought none on the open market. Most of the selling (86%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Lin AlfredDirector | Other changeindirect | 7,702,866 | - |
| November 4, 2026 | Lin AlfredDirector | Other changeindirect | 942,156 | - |
| November 4, 2026 | Lin AlfredDirector | Other changeindirect | 381,558 | - |
| November 4, 2026 | Fang AndyDirector | Other changeindirect | 7,432 | - |
| November 2, 2026 | Lin AlfredDirector | Other changeindirect | 5,135,244 | - |
| November 2, 2026 | Lin AlfredDirector | Other changeindirect | 628,103 | - |
| November 2, 2026 | Lin AlfredDirector | Other changeindirect | 254,364 | - |
| November 2, 2026 | Fang AndyDirector | Other changeindirect | 5,000 | - |
Who owns DASH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 6.62% | April 29, 2026 |
| Tony Xu13G, passive | 6.6% | February 13, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 1,042 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| SC US (ttgp), Ltd. | 31,595,084 | 0 |
| BlackRock, Inc. | 26,863,944 | +398,133 |
| Vanguard Capital Management LLC | 24,446,398 | +991,310 |
| Vanguard Portfolio Management LLC | 17,476,520 | +1,025,037 |
| State Street Corp | 16,102,666 | +506,455 |
| Morgan Stanley | 14,513,536 | +9,624 |
| Jpmorgan Chase & Co | 13,437,684 | +2,812,743 |
| Invesco Ltd. | 13,058,612 | +397,323 |
| Capital Research Global Investors | 10,944,937 | +5,840,368 |
| Capital World Investors | 10,390,570 | +2,150,157 |
| Geode Capital Management, LLC | 9,080,148 | +153,468 |
| Jupiter Topco LLC | 8,491,335 | new |
| Newlands Management Operations LLC | 7,068,299 | 0 |
| Baillie Gifford & Co | 6,808,714 | -433,101 |
| Fmr LLC | 5,265,890 | +827,255 |
| Norges Bank | 4,958,309 | new |
| Goldman Sachs Group Inc | 4,616,010 | +678,525 |
| Bank of America Corp | 4,550,512 | +1,101,246 |
| Durable Capital Partners LP | 4,154,183 | -121,823 |
| Parnassus Investments, LLC | 3,886,505 | +3,788,964 |
Insiders
16 insiders reported holding 3,175,463 shares in total, about $566M at the last price.
| Holder | Shares |
|---|---|
| Lin AlfredDirector | 1,516,1891,513,039 held indirectly |
| Adarkar PrabirPRESIDENT AND COO | 921,473 |
| Inukonda RaviCHIEF FINANCIAL OFFICER | 217,911 |
| Yandell KeithINTERNATIONAL COO | 118,505 |
| Sherringham TiaGENERAL COUNSEL AND SECRETARY | 118,262 |
| Lee Gordon SCHIEF ACCOUNTING OFFICER | 83,919 |
| Fang AndyDirector | 54,98412,386 held indirectly |
| Tang StanleyDirector | 46,24810,361 held indirectly |
| Brown Shona LDirector | 31,156 |
| Mertz ElinorDirector | 15,809 |
Questions about DASH
What does DoorDash, Inc. do?
Operates an online platform and logistics network connecting consumers with local merchants, including restaurants, grocery stores, convenience shops, and retail outlets. The platform facilitates ordering, payment, and on-demand delivery fulfilled by independent couriers, generating revenue from merchant commissions, customer fees, and subscriptions. Its shares trade on NASDAQ under the ticker DASH.
What is DoorDash, Inc.'s net worth?
DoorDash, Inc. has a market value (market cap) of $77.2B at the latest share price, and shareholders' equity of $10.7B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is DoorDash, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $1.1B on revenue of $17.1B, a net margin of 6.2%.
How much revenue does DoorDash, Inc. make?
Over the twelve months to September 30, 2026 DoorDash, Inc. reported revenue of $17.1B. That is 35.0% more than a year earlier.
When did DoorDash, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is DoorDash, Inc.'s next earnings report?
DoorDash, Inc.'s next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values DoorDash, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.