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We aim to do this by providing services that reduce friction in local commerce and help merchants better connect with consumers in their communities. Our primary offerings include the DoorDash Marketplace, the Wolt Marketplace, and the Deliveroo Marketplace (our "Marketplaces"), and our Commerce Platform.
$166.14
$6.43 (-3.73%)
Price from 29 days ago
Operating margin is thin at 5.27%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 27.9% YoY with margins expanding 5.6pp.
At 79x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
78.7x earnings, 34.2x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$14.72B
▲ +27.9% YoY
Net Income (TTM)
$926M
▲ +660.2% YoY
Op. Margin
4.88%
▲ +5.6pp YoY
ROIC
5.49%
▲ +7.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$2.15B
▲ +7.2% YoY
Op. Cash Flow (TTM)
$2.39B
▲ +14.0% YoY
Net Debt
-$2.25B
Net Cash Position
Cash & Equiv.
$5.53B
5Y CAGR: +36.7%
5Y CAGR: +71.6%
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