DASHDoorDash, Inc.
Services-Business Services, NEC
- Revenue
- $13.7B
- 28% YoY
- Operating margin
- 5.3%
- 1587% YoY
- EBITDA
- $1.5B
- 181% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear260% of net incomeCash flow under 80% of net income
- Dilutive SBCClear8% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear27% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $4.9B | $6.6B | $8.6B | $10.7B | $13.7B | 28% |
| Operating income | −$452M | −$1.1B | −$579M | −$38M | $723M | 2003% |
| Net income | −$468M | −$1.4B | −$558M | $123M | $935M | 660% |
| Operating cash flow | $692M | $367M | $1.7B | $2.1B | $2.4B | 14% |
| Capex | $129M | $176M | $123M | $104M | $257M | 147% |
| Stock-based comp | $486M | $889M | $1.1B | $1.1B | $1.1B | 4.4% |
| Buybacks | $0 | $400M | $750M | $224M | $0 | 100% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $19M · 40
- Net
- −$19M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $432K | $238M | 159 | 258 |
| FY2024 | $319K | $314M | 118 | 208 |
| FY2023 | $316K | $244M | 69 | 152 |
| FY2022 | $300K | −$686M | 34 | 97 |
| FY2021 | $300K | −$36M | 104 | 135 |