Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth

Simply Wall St.02-01

DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608003823?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/243735719-main-header/1756256225901","is_english":true,"pubTime":"2026-02-01 05:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608003823","market":"us","top_or_hot":-1,"title":"Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth","media":"Simply Wall St.","content":"<div>\n<p>DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/assessing-doordash-dash-valuation-after-recent-share-price-w\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing DoorDash (DASH) Valuation After Recent Share Price Weakness And Profit Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 05:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/assessing-doordash-dash-valuation-after-recent-share-price-w><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/assessing-doordash-dash-valuation-after-recent-share-price-w\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4209","symbol_name":"餐馆","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/assessing-doordash-dash-valuation-after-recent-share-price-w","article_id":"2608003823","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/243735719-main-header/1756256225901"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/assessing-doordash-dash-valuation-after-recent-share-price-w","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608003823","pubTimestamp":1769895255,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying for the business today.\nSee our latest analysis for DoorDash.\nZooming out, DoorDash’s 30 day share price return of a 9.65% decline and 90 day share price return of a 19.56% decline contrast with its 1 year total shareholder return of 8.36%, hinting that recent momentum has faded compared with its...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4209":"餐馆","BK4549":"软银资本持仓","BK4588":"碎股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","DASH":"DoorDash, Inc.","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4551":"寇图资本持仓","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4536":"外卖概念","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓"},"translate_title":"在近期股价疲软和利润增长后评估DoorDash(DASH)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DASH":1.5},"content_text":"DoorDash (DASH) shares have faced pressure recently, with the stock showing negative returns over the past month and past 3 months. This has prompted many investors to reassess what they are paying for the business today. See our latest analysis for DoorDash. Zooming out, DoorDash’s 30 day share price return of a 9.65% decline and 90 day share price return of a 19.56% decline contrast with its 1 year total shareholder return of 8.36%, hinting that recent momentum has faded compared with its longer term record. If you are reassessing food delivery and ecommerce exposure, it could also be a useful moment to look at high growth tech and AI names through high growth tech and AI stocks for more ideas. So with DoorDash posting annual revenue of US$12.6b and net income of US$863m, yet trading about 35% below the average analyst price target and at an indicated 51% intrinsic discount, is there a genuine entry point here, or is the market already baking in future growth? AdvertisementMost Popular Narrative: 26% Undervalued Compared with the last close at $204.62, the most followed narrative points to a fair value near $276, suggesting a sizeable valuation gap to unpack.  Accelerating growth of high margin revenue streams (notably, platform advertising and emerging SaaS offerings like the SevenRooms acquisition) is expanding DoorDash's profit pool beyond core delivery, supporting further earnings upside.  Read the complete narrative. Want to see what sits behind that higher value? The narrative refers to rapid top line expansion, rising profitability and a richer mix of higher margin revenue. Curious how those ingredients combine into one fair value number? Result: Fair Value of $276.39 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can change quickly if expansion costs climb faster than expected or if gig worker and regulatory pressures squeeze margins more than analysts currently factor in. Find out about the key risks to this DoorDash narrative. Another Angle On Valuation Those narrative driven fair values around $276 line up with our DCF model, which also identifies DoorDash as undervalued, with the shares trading about 51% below an estimate of future cash flow value of $415.56. If the cash flows justify that gap, what is the market hesitating about? Look into how the SWS DCF model arrives at its fair value. DASH Discounted Cash Flow as at Jan 2026 Build Your Own DoorDash Narrative If you are not fully on board with this view or simply prefer to test the numbers yourself, you can build a custom DoorDash thesis in minutes with Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding DoorDash. Looking for more investment ideas? If DoorDash is on your radar, do not stop there. The screener can help you quickly surface other ideas that fit your style before the market moves on.  Spot potential mispricings early by scanning these 871 undervalued stocks based on cash flows that may offer stronger value based on their cash flow profiles. Zero in on cutting edge themes with these 24 AI penny stocks that focus on businesses tied to artificial intelligence trends. Tap into income focused opportunities through these 14 dividend stocks with yields > 3% that highlight companies with dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608003823","isCrawlerRequest":true}