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DoorDash, Inc.: Business Overview, Financials & Competitive Analysis

DoorDash, Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). Analyst sentiment remains positive with a target price of $304.21 and a recommendation score of 2.1. DoorDash achieved its first annual profit in 2024 with revenue of $10.72 billion, representing 24.2% growth. The company exhibits strong financials with a gross margin of 50.04%, current ratio of 2.07, and debt-to-equity ratio.

What is DoorDash, Inc.'s industry? DoorDash, Inc. (doordash.com) operates in Food Delivery & Local Commerce. AskCyborg classifies DoorDash, Inc. under Food Delivery & Local Commerce in its company registry.

DoorDash is an American company operating online food ordering and food delivery, with a 56% market share as the largest food delivery platform in the United States. The company is one of the world's leading local com...

8/ 10Strong

Cyborg Score thesis

Analyst sentiment remains positive with a target price of $304.21 and a recommendation score of...

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Industry Food Delivery & Local Commerce
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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DoorDash, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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DoorDash, Inc. Overview

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DoorDash is an American company operating online food ordering and food delivery, with a 56% market share as the largest food delivery platform in the United States. The company is one of the world's leading local commerce platforms that has expanded to more than 40 countries since its 2013 founding. As of February 2026, DoorDash has a market capitalization of $69.1B and trailing twelve-month revenue of $12.6B.

Strategic Profile

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DoorDash has evolved from restaurant delivery into a global, multi-product, multi-line of business company shaping the future of local commerce. Recent major acquisitions include Deliveroo for $3.9B in May 2025 and restaurant booking platform SevenRooms for $1.2B. The company projects significant EBITDA growth to $710M-$810M by 2026 with substantial investments in new ventures and platform development.

Competitive Landscape

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DoorDash dominates the US market with 56% market share as the largest food delivery platform. Primary competitors include Wolt, iFood, and Wonder, with Starship Technologies securing the most recent funding in October 2025. With Deliveroo and Wolt subsidiaries, DoorDash combines global scale with local expertise across 40+ countries.

Industry Context

DoorDash, Inc. operates in Food Delivery & Local Commerce.

Key facts

Founded: 2013 · Headquarters: San Francisco, US · Employees: 77,146 · Revenue: $12.6B · Market cap: $69.1B

What the analysts stress-tested

The top findings that survived the multi-agent debate for DoorDash, Inc..

  • DoorDash launched Dot, an autonomous delivery robot traveling up to 20 mph, currently live in Phoenix metro area with early access program expansion planned.
  • Going Out feature enables direct restaurant reservations in the DoorDash app with DashPass members receiving exclusive perks and credits toward future orders.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • January 2026Applied AI to safety across chat and calls, reducing incidents by 50%.
  • December 2025Completed acquisition of SevenRooms restaurant booking platform for $1.2 billion all-cash.
  • +2 moreTrack every material event for DoorDash, Inc. as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Uber EatsRide-hailing company's food delivery service with global presence→GrubhubOnline food ordering and delivery platform→WoltEuropean and Asian delivery marketplace acquired by DoorDash→DeliverooUK-based delivery service acquired by DoorDash in 2025→

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Industry context

DoorDash, Inc. operates in Food Delivery & Local Commerce. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does DoorDash, Inc. do?+
DoorDash is an American company operating online food ordering and food delivery, with a 56% market share as the largest food delivery platform in the United States. The company is one of the world's leading local com...
What is DoorDash, Inc.'s Cyborg Score?+
DoorDash, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are DoorDash, Inc.'s main competitors?+
Named competitors include Uber Eats, Grubhub, Wolt, Deliveroo. The full competitive landscape is in the AskCyborg report.
How can I get the full DoorDash, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the DoorDash, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Food Delivery & Local Commerce research

Companies in the same sector and named competitors, ranked by Cyborg Score.

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