Fool - Investing News·2d ago
2 Monster Stocks to Buy and Hold for at Least the Next 5 YearsDoorDash and Viking are leaders in delivery and cruises, offering investors growth at a reasonable price.
DoorDash's accelerating revenue growth (35.6% YoY in 2026Q2) and expanding operating margins (10.1% in 2026Q2 vs -7.6% in 2024Q2) demonstrate significant operating leverage, supported by a capital-light model with FCF margin of 22.5%. However, the company face...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 35.6% YoY in 2026Q2, with gross margin expanding to 52.7% and operating margin reaching 10.1%, reflecting strong operating leverage.
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $0.55-19.5% vs $0.68 | $3.4B+2.7% vs $3.4B |
DoorDash and Viking are leaders in delivery and cruises, offering investors growth at a reasonable price.
Costco just handed DoorDash a new same-day delivery deal, and Instacart shareholders took the hit, but the sell-off may have punished the wrong narrative entirely.
Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about where this stock's real value lives.
Uber Eats and DoorDash struck new partnerships with Costco this week. Both deals increase competition with Instacart.
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 |
|---|---|---|---|---|---|---|---|
| $192.21 | $83.75B | 90.24 | 27.93% | 6.82% | 10.47% | — | |
| $69.89 | $142.27B | 14.78 | 18.28% | 17.34% | 34.38% | — | |
| $14.90 | $5.66B | 2.19 | 9.16% | 42.32% | 115.83% | — | |
| $44.41 | $10.44B | 27.76 | 10.78% | 12.02% | 17.63% | — | |
| $254.98 | $2.74T | 35.56 | 12.38% | 17.44% | 30.5% | — | |
| $110.12 | $877.77B | 40.34 | 4.73% | 3.04% | 21.64% | — |
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)
Aug 11, 2026·SEC
Aug 5, 2026·SEC
Jun 12, 2026·SEC
Feb 18, 2026·SEC
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DoorDash, Inc. (DASH) stock FAQ — growth, dividends, profitability & financials explained
DoorDash, Inc. (DASH) reported $15.89B in revenue for fiscal year 2025. This represents a 5361% increase from $291.0M in 2018.
DoorDash, Inc. (DASH) grew revenue by 27.9% over the past year. This is strong growth.
Yes, DoorDash, Inc. (DASH) is profitable, generating $840.0M in net income for fiscal year 2025 (6.8% net margin).
DoorDash, Inc. (DASH) has a return on equity (ROE) of 10.5%. This is reasonable for most industries.
DoorDash, Inc. (DASH) generated $2.40B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
