DASH DoorDash
too hard · 41
Owner-earnings value$35.98
Price$189.27
Margin of safety
-81.0%
Quality gate · 41/100
⚠ sub-hurdle returns (median roic -4% < 9%) · unprofitable in too many years
Median ROIC-4.5%
Gross margin51.4%
Net debt / EBITDA-0.6x
Share count / yr+3.5%
Profitable years2/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.15B |
| Owner-earnings yield | 1.4% |
| Free-cash-flow yield | 2.6% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 13.2% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.20B | 10.0% | 1.06B |
| 2 | 1.32B | 9.2% | 1.03B |
| 3 | 1.43B | 8.4% | 984.37M |
| 4 | 1.54B | 7.7% | 936.58M |
| 5 | 1.64B | 6.9% | 884.68M |
| 6 | 1.74B | 6.1% | 829.57M |
| 7 | 1.83B | 5.3% | 772.19M |
| 8 | 1.92B | 4.6% | 713.48M |
| 9 | 1.99B | 3.8% | 654.32M |
| 10 | 2.05B | 3.0% | 595.57M |
Recent news
score · 8 articles
- Costco Wholesale (COST) Could Be 16% Below Fair Value On DoorDash Delivery Rollout
- DoorDash says it 'screwed up' payments to 264K NYC workers, agrees to $131.5M settlement. Most will get less than $50
- Mamdani Targets ‘Greedy Algorithm’ of Corporations in a New Brand of Politics
- Doordash Just Dropped 16% in a Month. Is It Time to Sell or Load Up?
- The Real Reason Uber Won’t Complete Its Grab Takeover
- The Morning Risk Report: Squeezed at Sea, Iran Faces New Restrictions on Its Flights
- Why Costco has the luxury of sitting out the delivery arms race
- DoorDash Consolidates Global Media With WPP
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Net cash 1.1B credited to value (interest stripped from owner earnings to avoid double-counting). · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.