Is DoorDash (DASH) Pricing Look Compelling After Logistics Expansion And Rich P/E Multiple

Simply Wall St.01-24

If you are wondering whether DoorDash shares still offer value after a big run in recent years, you are not alone. The stock last closed at US$207.23, with returns of 0.9% over 7 days, a 10.7% decline...

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The stock last closed at US$207.23, with returns of 0.9% over 7 days, a 10.7% decline...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/is-doordash-dash-pricing-look-compelling-after-logistics-exp\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is DoorDash (DASH) Pricing Look Compelling After Logistics Expansion And Rich P/E Multiple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs DoorDash (DASH) Pricing Look Compelling After Logistics Expansion And Rich P/E Multiple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-24 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/is-doordash-dash-pricing-look-compelling-after-logistics-exp><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether DoorDash shares still offer value after a big run in recent years, you are not alone. The stock last closed at US$207.23, with returns of 0.9% over 7 days, a 10.7% decline...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/is-doordash-dash-pricing-look-compelling-after-logistics-exp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DCF","symbol_name":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/is-doordash-dash-pricing-look-compelling-after-logistics-exp","article_id":"2605238603","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/243735719-main-header/1756256225901"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dash/doordash/news/is-doordash-dash-pricing-look-compelling-after-logistics-exp","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605238603","pubTimestamp":1769221699,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether DoorDash shares still offer value after a big run in recent years, you are not alone.\nThe stock last closed at US$207.23, with returns of 0.9% over 7 days, a 10.7% decline over 30 days, a 5.7% decline year to date, and a 13.0% gain over 1 year, while the 3 year return is very large.\nRecent headlines have focused on DoorDash expanding its logistics footprint, partnering with more retailers, and refining its subscription offering. This helps explain why investors...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4536":"外卖概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","DASH":"DoorDash, Inc.","BK4209":"餐馆","BK4549":"软银资本持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4551":"寇图资本持仓","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4122":"互联网与直销零售"},"translate_title":"在物流扩张和丰富的市盈率倍数之后，DoorDash(DASH)的定价看起来是否引人注目","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DASH":1.5,"DCF":1},"content_text":"If you are wondering whether DoorDash shares still offer value after a big run in recent years, you are not alone. The stock last closed at US$207.23, with returns of 0.9% over 7 days, a 10.7% decline over 30 days, a 5.7% decline year to date, and a 13.0% gain over 1 year, while the 3 year return is very large. Recent headlines have focused on DoorDash expanding its logistics footprint, partnering with more retailers, and refining its subscription offering. This helps explain why investors keep reassessing what a fair price might be. At the same time, discussions around competition, regulation, and profitability continue to shape sentiment on where the stock should trade. On our valuation checks, DoorDash scores 3 out of 6. Next we will walk through the main valuation approaches investors often use for this stock, then finish with a framework that can give you a clearer view of what the current price really implies.  DoorDash delivered 13.0% returns over the last year. See how this stacks up to the rest of the Hospitality industry. AdvertisementApproach 1: DoorDash Discounted Cash Flow (DCF) Analysis A DCF model takes estimates of a company’s future cash flows, discounts them back to today using a required return, and adds them up to get an implied value per share. For DoorDash, the model uses a 2 Stage Free Cash Flow to Equity approach. The latest twelve months free cash flow is about $2.0b. Simply Wall St then uses analyst forecasts where available, and extrapolates beyond that, to project free cash flow rising to about $8.9b by 2030, with further estimates extending out to 2035. All of these cash flows are converted to today’s dollars using a discount rate, which gives a present value stream of expected cash flows in US$. On this basis, the model arrives at an estimated intrinsic value of about $423.10 per share, compared with the recent share price of $207.23. That implies roughly a 51.0% discount to the DCF estimate, and the model suggests the stock is undervalued at current levels. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests DoorDash is undervalued by 51.0%. Track this in your watchlist or portfolio, or discover 864 more undervalued stocks based on cash flows. DASH Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for DoorDash. Approach 2: DoorDash Price vs Earnings For a profitable company, the P/E ratio is a useful way to connect what you pay for each share with the earnings the business is currently generating. It gives you a quick sense of how many dollars investors are willing to pay for each dollar of profit. What counts as a “normal” P/E often reflects what the market expects for future growth and how much risk it sees in those earnings. Higher expected growth or lower perceived risk can support a higher P/E, while slower growth or higher uncertainty usually points to a lower P/E. DoorDash currently trades on a P/E of 103.5x. That sits well above the Hospitality industry average of 21.9x and also above the peer group average of 37.1x. Simply Wall St’s Fair Ratio for DoorDash is 50.9x, which is its proprietary estimate of what a reasonable P/E might be after factoring in the company’s earnings growth profile, industry, profit margins, market value and risk characteristics. Because the Fair Ratio incorporates those company specific inputs, it can be more informative than a simple comparison with industry or peers. With DoorDash’s current P/E of 103.5x versus a Fair Ratio of 50.9x, the shares screen as expensive on this metric. Result: OVERVALUED NasdaqGS:DASH P/E Ratio as at Jan 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1429 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your DoorDash Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives. A Narrative is simply your story about a company, backed by your own fair value estimate and your expectations for future revenue, earnings and profit margins, so the numbers line up with the way you see the business. On Simply Wall St, Narratives connect that story to a forecast and then to a fair value. This makes it easier to compare your Fair Value with the current Price to decide whether the stock looks attractive, fairly priced or expensive for you. These Narratives are easy to use inside the Community page on Simply Wall St, where millions of investors share their views. They also update automatically when new information such as news or earnings is added, so your view keeps up with fresh data. For DoorDash, one investor might build a Narrative that assumes strong revenue growth and higher long term margins, while another might use more conservative revenue and margin assumptions. This naturally leads to very different fair values and conclusions about whether the current price looks appealing or not. Do you think there's more to the story for DoorDash? Head over to our Community to see what others are saying! NasdaqGS:DASH 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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