DoorDash, Inc.(DASH)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
DoorDash, Inc. (DASH) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores DASH at 71.0/100 on a 32-signal composite quality model, placing it at rank #205 of 2,960 stocks — the top 10% of the AI-ranked universe. DASH scores in the top quartile across revenue scale (90.9), institutional flow (88.4), revenue growth (87.7). Shareholder dilution risk is elevated at 19.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DoorDash, Inc. reports quarterly revenue of $4.5B, net income of $200.0M, an operating margin of 3.5%. Top institutional holders of DASH by reported 13-F value include SC US (TTGP), LTD., BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DASH trades on the Nasdaq exchange and files with the SEC under CIK 1792789. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DASH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DoorDash, Inc. directly from SEC EDGAR.
AI Quality Score
71.0/100
AI Rank
#205
Revenue
$4.5B
Net Income
$200.0M
Free Cash Flow
$883.0M
Operating Margin
3.5%
DASH key financials by period
DoorDash, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K/A
$13.7B
$935.0M
5.3%
FY 2024
10-K/A
$10.7B
$123.0M
-0.4%
FY 2023
10-K/A
$8.6B
$-558.0M
-6.7%
FY 2022
10-K
$6.6B
$-1.4B
-17.1%
FY 2021
10-K
$4.9B
$-468.0M
-9.3%
FY 2020
10-K
$2.9B
$-461.0M
-15.1%
Institutions holding DASH
Institutional investors reporting a position in DoorDash, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 36% YoY to $4.45B on 36% Marketplace GOV growth, but net income fell to $200M from $285M as D&A jumped 86% and legal reserves climbed.
Biggest Revenue Drivers
United States$3,457M
Revenue growth primarily driven by a 36% increase in Marketplace GOV
International$997M
Total Orders growth driven primarily by growth in consumers and the acquisition of Deliveroo
Biggest Revenue Drivers
Total revenue: $4,454M+36% YoY
United States$3,457M
Revenue growth primarily driven by a 36% increase in Marketplace GOV
International$997M
Total Orders growth driven primarily by growth in consumers and the acquisition of Deliveroo
Largest Expense Items
Cost of revenue, exclusive of D&A$2,107M+30% YoY
$302M increase in order management costs and $120M in platform costs, both driven by growth in Total Orders
Sales and marketing$821M+35% YoY
$133M increase in advertising expenses and $71M in personnel-related compensation
General and administrative$538M+39% YoY
$108M increase in legal, tax, and regulatory expenses and $49M in personnel-related compensation
Research and development$535M+52% YoY
$187M increase in personnel costs and $70M in third-party software, offset by $78M more capitalized software
Margins: GAAP gross margin improved to 49.9% from 49.0%, and Contribution Margin to 36.8% from 34.9%. Net Revenue Margin was 13.5%, consistent with the prior-year quarter.
Watch Items from the Filing
Litigation reserves rose to $406M from $263M at year-end 2025, reflecting regulatory audits on delivery worker pay and consumer protection disputes.
Legal, tax, and regulatory settlements/reserves excluded from adjusted results were $98M this quarter versus $29M a year ago.
In February 2026, the Milan Public Prosecutor placed Italian operations under temporary judicial administration pending an investigation into Deliveroo's rider pay practices.
D&A rose 86% to $295M, driven by $82M more acquired-intangible amortization; Deliveroo added $1,498M of intangibles and $1,987M of goodwill.
Repurchased 5.7 million shares at $156.88 average for $887M; $4.0B remains under the $5.0B authorization.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
