DoorDash's revenue growth has held near 34% in 2026Q3 on a trailing base of $13.7B, and gross margin has stabilized in a 50-53% band, suggesting the marketplace is gaining operating scale.
Price trend, volume and key moving averages
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Revenue growth moderated from roughly 37% to 34% while operating margin reached 9.6% in 2026Q3 after peaking at 10.1% in 2026Q2, indicating scale benefits are real but uneven.
DoorDash holds a 67% U.S. market share, solidifying its leadership in the food delivery space.
The company is expanding into suburban areas, broadening its customer base and delivery network.
DoorDash's focus on prioritizing merchant relationships enhances platform loyalty and ecosystem strength.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $1.06+30.7% vs $0.81 | $4.6B+1.2% vs $4.6B |
Q3 2026 Aug 5, 2026 | $0.46-1.7% vs $0.47 | $4.5B+2.6% vs $4.3B |
Q2 2026 May 6, 2026 | $0.42+15.8% vs $0.36 | $4.0B-2.8% vs $4.2B |
Q1 2026 Feb 18, 2026 | $0.48-18.6% vs $0.59 | $4.0B-1.0% vs $4.0B |
Booking continues to generate significant cash flow and high profitability from its global travel reservation network. DoorDash is rapidly growing its market share and expanding its local delivery logistics into new retail categories.
Lyft is expanding its partnership with DoorDash with a new joint membership program. Lyft Go, announced Thursday (Nov. 5), is a $9.99 per month program that gives users a membership to DoorDash's DashPass, while also offering 8% credits to riders using Lyft that they can put toward their next ride or DoorDash order.
DoorDash has said its deal for Instacart will help small businesses compete with larger ones. Some small grocers are skeptical about that.
SAN FRANCISCO--(BUSINESS WIRE)--DoorDash, Inc. (NASDAQ: DASH) today announced that Co-Founder and CEO Tony Xu will participate in a fireside chat at the TomorrowX Summit in Austin, Texas, on Wednesday, November 18, 2026, at 10:35 a.m. CT. Livestream information is available on DoorDash's Investor Relations website at ir.doordash.com. A replay will be available on the website within 24 hours of the conference's conclusion. About DoorDash DoorDash is building the future of local commerce by conne.
Benchmark DASH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for DoorDash, Inc. (DASH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $179.67 | $78.29B | 74.49 | 27.93% | 6.22% | 10.38% | — | |
| $68.59 | $139.62B | 40.59 | 18.28% | 6.13% | 12.46% | — | |
| $17.09 | $6.49B | 2.30 | 9.16% | 40.67% | 91.35% | — | |
| $58.12 | $13.66B | 29.79 | 10.78% | 11.64% | 19.32% | — | |
| $259.30 | $2.79T | 21.03 | 12.38% | 16.9% | 26.71% | — | |
| $125.52 | $1T | 45.36 | 4.73% | 3% | 21.32% | 0.75% |
DoorDash, Inc. (DASH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
DoorDash, Inc. (DASH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Oct 29, 2026·SEC
Aug 11, 2026·SEC
Feb 18, 2026·SEC
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DoorDash, Inc. (DASH) stock FAQ — growth, dividends, profitability & financials explained
DoorDash, Inc. (DASH) reported $17.06B in revenue over the trailing twelve months. Revenue was $13.72B in fiscal year 2025. That is 4614% more than the $291.0M of fiscal year 2018.
DoorDash, Inc. (DASH) grew revenue by 35.0% over the trailing twelve months, compared with the twelve months before.
Yes. DoorDash, Inc. (DASH) earned $1.06B in net income over the trailing twelve months (a 6.2% net margin).
DoorDash, Inc. (DASH) had a return on equity (ROE) of 10.4% over the trailing twelve months. That is in line with the market's typical 10-15%.
DoorDash, Inc. (DASH) generated $2.46B in free cash flow over the trailing twelve months.
