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DoorDash, Inc. (DASH) operating KPIs

DASHNasdaqServices-Business Services, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 13/30151% above fair value
$178.99−0.01 (-0.01%)

Close on Oct 30, 2026Market cap $77.56BP/E –Yield –

KPIs

Operating metrics that drive DoorDash's business · fiscal year ends December 31

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Q2 2026
2026-06-30
Q1 2026
2026-03-31
Q4 2025
2025-12-31
Q3 2025
2025-09-30
Q2 2025
2025-06-30
Q1 2025
2025-03-31
Q4 2024
2024-12-31
Q3 2024
2024-09-30
Q2 2024
2024-06-30
Q1 2024
2024-03-31
Q4 2023
2023-12-31
Q3 2023
2023-09-30
Total Orders(M)2
970933903776761732685643635620574543
Growth y/y (stated)(%)
27.0%27.0%32.0%21.0%20.0%18.0%19.0%18.0%19.0%21.0%23.0%24.0%
Growth y/y excluding Deliveroo (stated)(%)
17.0%16.0%20.0%
Marketplace GOV (Gross Order Value)($M)3
33,07831,60429,68325,01524,24423,07621,27920,00219,71119,23917,63916,751
Growth y/y (stated)(%)
36.0%37.0%39.0%25.0%23.0%20.0%21.0%19.0%20.0%21.0%22.0%24.0%
Growth y/y excluding Deliveroo (stated)(%)
23.0%24.0%25.0%
Next-quarter Marketplace GOV outlook, low end($M)1
33,00032,40031,00028,90024,20023,30022,60020,60019,40019,00018,50017,000
High end($M)
34,00033,40031,80029,50024,70023,70023,00021,00019,80019,40018,90017,400
Net Revenue Margin (Take Rate: Revenue ÷ Marketplace GOV, stated)(%)1
13.5%12.8%13.3%13.8%13.5%13.1%13.5%13.5%13.3%13.1%13.1%12.9%
Revenue (as reported in Key Metrics table)($M)2
4,4544,0363,9553,4463,2843,0322,8732,7062,6302,5132,3032,164
Growth y/y (stated)(%)
36.0%33.0%38.0%27.0%25.0%21.0%25.0%25.0%23.0%23.0%27.0%27.0%
Revenue excluding Deliveroo (stated)($M)1
4,0713,6743,6083,2843,032
Growth y/y excluding Deliveroo (stated)(%)
24.0%21.0%26.0%
Contribution Profit (non-GAAP)($M)2
1,6411,3801,4051,2681,1471,020968930825751689640
Contribution Profit as % of Marketplace GOV (stated)(%)
5.0%4.4%4.7%5.1%4.7%4.4%4.5%4.6%4.2%3.9%3.9%3.8%
Contribution Margin as % of revenue (stated)(%)
36.8%34.2%35.5%36.8%34.9%33.6%33.7%34.4%31.4%29.9%29.9%29.6%
Adjusted Gross Profit (non-GAAP)($M)2
2,4162,0952,0811,8101,7151,5741,4721,3771,2951,2241,1171,053
Adjusted Gross Margin (% of revenue, stated)(%)
54.2%51.9%52.6%52.5%52.2%51.9%51.2%50.9%49.2%48.7%48.5%48.7%
GAAP Gross Profit (from reconciliation table)($M)2
2,2231,9441,9111,6891,6081,4781,3721,2831,1951,1291,026962
GAAP Gross Profit as % of Marketplace GOV (stated)(%)
6.7%6.2%6.4%6.8%6.6%6.4%6.4%6.4%6.1%5.9%5.8%5.7%
GAAP Gross Margin (% of revenue, stated)(%)
49.9%48.2%48.3%49.0%49.0%48.7%47.8%47.4%45.4%44.9%44.6%44.5%
Adjusted EBITDA (non-GAAP)($M)9
914754780754655590566533430371363344
Adjusted EBITDA as % of Marketplace GOV (stated)(%)
2.8%2.4%2.6%3.0%2.7%2.6%2.7%2.7%2.2%1.9%2.1%2.1%
Next-quarter Adjusted EBITDA outlook, low end($M)1
950770675710680600550525470325320320
High end($M)
1,100870775810780650600575540425380380
Reconciliation item: Stock-based compensation & payroll tax($M)
349228276261282237273275304255272280
Reconciliation item: Depreciation and amortization($M)
295269267169159152141138140142130128
Reconciliation item: Legal, tax, and regulatory reserves & settlements($M)
9845294829293013102355044
Reconciliation item: Acquisition & transaction-related costs($M)
13135717229502000
Reconciliation item: Restructuring charges($M)
2480101000000
Reconciliation item: Office lease impairment($M)
1040070083000
GAAP Net Income (Loss) as % of Marketplace GOV (stated)(%)
0.6%0.6%0.7%1.0%1.2%0.8%0.7%0.8%-0.8%-0.1%-0.9%-0.4%
Adjusted Cost of Revenue (non-GAAP)($M)4
2,0381,9411,8741,6361,5691,4581,4011,3291,3351,2891,1861,111
GAAP Cost of revenue as % of Marketplace GOV (stated)(%)
6.4%6.3%6.5%6.7%6.7%6.5%6.8%6.9%7.0%6.9%7.0%6.9%
Allocated overhead included in Cost of revenue($M)
21161612108999878
D&A included in Cost of revenue (reconciliation table)($M)
124100109706054484950544846
Stock-based compensation in Cost of revenue (reconciliation table)($M)
483545393734433641333637
Adjusted Sales & Marketing Expense (non-GAAP)($M)3
775715676542568554504447470473428413
GAAP S&M as % of Marketplace GOV (stated)(%)
2.5%2.4%2.4%2.3%2.5%2.5%2.5%2.4%2.6%2.6%2.6%2.7%
Allocated overhead included in S&M($M)
11810666766636
Stock-based compensation in S&M (reconciliation table)($M)
352321283326303033252930
Adjusted Research & Development Expense (non-GAAP)($M)3
336277274215202184166156156160132126
GAAP R&D as % of Marketplace GOV (stated)(%)
1.6%1.3%1.4%1.4%1.4%1.3%1.4%1.4%1.5%1.5%1.4%
Allocated overhead included in R&D($M)
1087786576525
Stock-based compensation in R&D (reconciliation table)($M)
189113138133141116126126141114119119
Adjusted General & Administrative Expense (non-GAAP)($M)6
391349351299290246236241239220194170
GAAP G&A as % of Marketplace GOV (stated)(%)
1.6%1.4%1.6%1.6%1.6%1.4%1.5%1.6%2.5%1.7%1.8%1.7%
Total allocated overhead transferred from G&A to Cost of revenue, S&M & R&D($M)
423233252420212221191219
Stock-based compensation in G&A (reconciliation table)($M)
775772617161748389838894
Legal, tax, and regulatory reserves in G&A($M)
9845294829293013102355044
Transaction-related costs in G&A($M)
13135717229502000
Office lease impairment in G&A($M)
1040070083000
Free Cash Flow (non-GAAP: Operating Cash Flow less PP&E and Capitalized Software)($M)4
742420254723355494420444451487398324
Trailing 12-month Free Cash Flow (stated)($M)
2,1391,7521,8261,9921,7131,8091,8021,780
Trailing 12-month Operating Cash Flow (stated)($M)
2,8302,3902,4312,5282,1882,2142,1322,099
Trailing 12-month Purchases of property & equipment (stated)($M)
235240257235204161104101
Trailing 12-month Capitalized software & website development (stated)($M)
456398348301271244226218
Deliveroo: Revenue under DoorDash US GAAP ($ millions)($M)1
383362347342354318325
Deliveroo: Marketplace GOV under DoorDash definitions ($ millions, Q4 2024–Q3 2025)($M)1
2,7022,7212,4992,553
GBP/USD average exchange rate used for Deliveroo conversion ($ per £)($)
1.351.331.261.28
Deliveroo plc (LSE self-reported): Monthly Active Consumers — Group (millions)(M)3
7776.506.706.707.306.90
UK & Ireland MACs (millions)(M)
444.103.803.903.9043.90
International MACs (millions)(M)
332.902.702.802.803.303
Average monthly order frequency (orders per MAC per month)(×)
3.503.503.503.403.403.403.403.40
Deliveroo plc (LSE): Orders — Group (millions)(M)2
74.472.677.571.168.767.875.369.7
UK & Ireland Orders (millions)(M)
4442.643.139.540.539.740.938.8
International Orders (millions)(M)
30.43034.331.628.228.134.430.9
Deliveroo plc (LSE): Gross Transaction Value (GTV) — Group (£ millions)(M)3
1,9171,8711,9651,7781,7601,7271,8581,697
UK & Ireland GTV (£ millions)(M)
1,2321,1761,1951,0981,1171,0791,0971,026
International GTV (£ millions)(M)
685695771680644648761671
GTV per Order — Group (£)(×)2
25.8025.8025.4025.0025.6025.5024.7024.30
UK & Ireland GTV per Order (£)(×)
28.0027.6027.7027.8027.6027.2026.8026.40
International GTV per Order (£)(×)
22.5023.2022.4021.5022.8023.1022.1021.70
Deliveroo plc (LSE): Revenue — Group (£ millions)(M)2
528518545498487485523487
UK & Ireland Revenue (£ millions)(M)
336327332308308306310297
International Revenue (£ millions)(M)
192192213190179179213190
Stock-Based Compensation Expense — Total (by function)($M)6
349231276258282235271274302252269278
Cost of revenue($M)
483545393733423641323636
Sales and marketing($M)
352321273326303032252930
Research and development($M)
189113138132141116126126140113116119
General and administrative($M)
775772607160738289828893
Stock-based compensation capitalized in software & website development($M)
775553495041444242374239
Full-year Stock-Based Compensation outlook, low end($M)1
1,2001,3001,3001,1001,0001,1001,1001,1001,1001,100
High end($M)
1,3001,4001,4001,1001,1001,2001,2001,2001,2001,200
Unrecognized stock-based compensation expense on unvested RSUs($M)3
2,8001,6001,9002,0002,2001,4001,6001,8002,0001,8001,9002,100
Remaining weighted-average recognition period for unvested RSUs (years)(years)
2.72.32.32.32.42.02.02.12.22.32.42.4
Unvested RSUs & restricted stock outstanding (thousands of shares)1
26,73221,43923,96126,45328,85626,44029,53532,26535,39834,40837,792
Weighted-average grant-date fair value per unvested RSU ($)($)
4,9333,2195,4277,1957,1134,8324,9554,6053,8414,7573,645
Weighted-average diluted shares in Outlook / Key Metrics (millions)(M)1
439442443442438436433428410405399393
Total basic shares, options & unvested RSUs (millions) — discontinued(M)
455450450450
Depreciation and Amortization Expense — Total (by function)($M)8
295269267169159152141138140142130128
Cost of revenue($M)
124100109706054484950544846
Sales and marketing($M)
818078272828293030303029
Research and development($M)
828173676565595555534851
General and administrative($M)
887565545542
Depreciation expense on property and equipment (Note 2/5)($M)
504357413334282731322931
Amortization of capitalized software & website development costs (Note 2/5)($M)2
13111297929487827978797167
Total capitalized software & website development costs added (incl. SBC)($M)
2021761651411361141069894889888
Cash paid for capitalized software & website development (cash flow statement)($M)
141117113858367665556495846
Amortization expense of intangible assets (Note 6)($M)
114114113363231313231313030
Full-year Depreciation & Amortization outlook, low end($M)1
1,1001,1001,100700660600580562560560560
High end($M)
1,2001,2001,200700700640600562590590590
Property and Equipment, Gross — Total($M)8
3,2032,9372,7212,5242,3432,1511,9741,8281,6961,6171,5201,403
Capitalized software and website development costs (gross)($M)
2,2732,0711,8951,7301,5891,4531,3391,2331,1351,041953855
Equipment for merchants (tablets & order hardware, gross)($M)
245243235263248206190180170174167163
Leasehold improvements (gross)($M)
287273268235233224211209205221217190
Computer equipment and software (gross)($M)
142132126116111105969186827774
Office equipment, furniture and fixtures (gross)($M)
16715914912210090777368646661
Construction in progress (DashMart & corporate buildouts)($M)
895948586273614232354060
Accumulated depreciation and amortization (PP&E)($M)
1,9571,7951,6541,5481,4371,3051,1961,095995912808713
Purchases of property and equipment not yet settled (accrued CapEx)($M)
504941464151482918161318
Intangible Assets, Net — Total($M)9
2,0052,1182,260878890504510577586621659663
Intangible Assets, Gross — Total($M)
2,8552,8582,9001,4041,395949913969935940964930
Accumulated amortization of intangible assets($M)
850740640526505445403392349319305267
Merchant relationships (net)($M)1
676697732228216209204225224233246244
Gross carrying amount($M)
836837854328321300286304293295302291
Customer relationships (net)($M)1
5575896292182228152534435462
Gross carrying amount($M)
787787798354352122116124119120123119
Existing technology (net)($M)1
3193614002252378690103106113124125
Gross carrying amount($M)
620621622406404237232242236236241234
Trade name and trademarks (net)($M)1
443458483202209194194216213222235232
Gross carrying amount($M)
589590602306308279269289277279286274
Courier / Rider relationships (net, added with Deliveroo Q4 2025)($M)1
81012
Gross carrying amount($M)
131314
Assembled workforce (net)($M)1
23456778910
Gross carrying amount($M)
10101010101110101010
Future intangible amortization schedule: Year 1 ( Remainder of year / Next year )($M)5
2263394563670719832629412530
Year 2($M)
4204204241461408581105101101100120
Year 3($M)
31231231714313580768683838297
Year 4($M)
26326326712211763618178798080
Year 5($M)
17117117310210153506562636476
Thereafter($M)
613613623329327152144208200201208260
Funds held at payment processors (balance sheet)($M)3
513605587377322322436335396394356385
Restricted cash, current($M)1
3083002734,0802,750202190221178111105
Restricted cash, non-current($M)
11410730403912121312121111
Other receivables (prepaid expenses & other current assets, Note 7)($M)
214203279157154144133163
Allowance for credit losses on accounts receivable (Note 2)($M)
475145412826222218191719
Contract liabilities (deferred revenue: DashPass, gift cards & merchant credits)($M)
554538547449421377396322298292308263
Deferred contract costs (capitalized sales commissions) — Total($M)4
193192191183175164157155149141137127
Current portion (in prepaid expenses & other current assets)($M)
807979757267646258545146
Non-current portion (in other non-current assets)($M)
11311311210810397939391878681
Sales commissions capitalized during the period (Additions)($M)
242230273024192122182222
Amortization of deferred contract costs($M)
232122191917171514141212
Accrued Dasher and merchant payable (Note 7)($M)6
1,7141,7501,7031,3281,0181,1191,1361,0731,1071,046950858
Accrued auto & general liability insurance reserves (Note 7)($M)
1,0651,0881,1141,1081,1121,0571,0491,023972859758674
Accrued sales and indirect tax payable (Note 7)($M)
586591589377361353337310295265245260
Accrued operations & other liabilities (Note 7)($M)
482470502526488560446423420399331223
Litigation and regulatory reserves (Note 7)($M)
4062842632141901651601551951207543
Accrued advertising and promotions (Note 7)($M)
201168170166133156142136127111112135
Accrued compensation and benefits (Note 7)($M)
297342282
Operating lease liabilities paid / reduced (cash flow statement)($M)1
423738293028332927272529
Non-cash reduction of operating lease right-of-use assets($M)
373535302726262526262424
Issued letters of credit outstanding — Total($M)4
1719110610278143141140135141138154
Letters of credit issued under the revolving credit facility($M)
11742616142106112112112118115116
Collateral outstanding for insurance obligations (cash & letters of credit)($M)
582582607607692692692692465465465335
Convertible senior notes, net (issued May 2025)($M)
2,7272,7252,7242,7222,721
Redeemable non-controlling interests (Canadian JV)($M)
111213135679101179
Revenue (GAAP)($M)2
4,4544,0363,9553,4463,2843,0322,8732,7062,6302,5132,3032,164
United States($M)
3,4573,1043,0492,9262,8292,6562,5022,3612,3182,2222,0431,953
International (Non-U.S.)($M)
997932906520455376371345312291260211
Cost of revenue (exclusive of D&A)($M)
2,1071,9921,9351,6871,6161,5001,4531,3741,3851,3301,2291,156
Research and development($M)2
535398419355351306297289303279253250
Sales and marketing($M)
821746707576607586541483509504460449
General and administrative($M)
538432480400388332324315494319320289
Operating income / (loss)($M)1
156151147258163155117107-201-61-89-108
Net income / (loss) attributable to DoorDash, Inc. common stockholders($M)
200184213244285193141162-157-23-154-73
Net cash provided by operating activities($M)2
944594421871504635518531530553485398
Purchases of property and equipment (CapEx)($M)
615754636674323223172928
Repurchases of Class A common stock($M)
8871620000021770516
Cash, cash equivalents and short-term marketable securities3
Total assets($M)
19,56119,71119,65917,97116,95013,57212,84512,27711,83711,45010,83910,013
Total liabilities($M)
9,6299,5019,6138,4638,0225,1775,0354,6994,6654,4404,0263,445
Total stockholders' equity($M)
9,92110,19810,0339,4958,9238,3897,8037,5697,1626,9996,8066,559

11 metrics have no data in the last 12 quarters — .

Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).

Methodology and excluded metrics
  • DoorDash's latest reported quarter is Q2 2026 (filed August 2026); latest full year is FY2025.
  • Core marketplace metrics (Total Orders, Marketplace GOV, Net Revenue Margin, Contribution Profit, Adjusted Gross Profit, Adjusted EBITDA, Adjusted Operating Expenses, Free Cash Flow, and next-quarter Outlook) come from the Key Business Metrics, Financial Outlook, and Non-GAAP Reconciliation tables in each quarterly shareholder letter / earnings release (8-K Exhibit 99.1) and Form 10-Q / 10-K MD&A (covering Q1 2019 through Q2 2026 and full years FY2018 through FY2025).
  • Subsidiary self-reported disclosures cover Deliveroo plc on the London Stock Exchange (RNS filings from Q1 2020 through H1 2025 and FY2020–FY2024 prior to its October 2, 2025 acquisition by DoorDash, split into UK & Ireland and International segments) and Wolt Oy's statutory financial statements filed with the Finnish Patent and Registration Office (FY2021–FY2025), alongside standalone Wolt quarterly metrics (Q2 2021–Q4 2022) and the Canadian grocery delivery joint venture (Note 15 VIE).
  • Monthly industry benchmarks come from the U.S. Census Bureau Monthly Retail Trade Survey (via FRED: Food Services & Drinking Places RSFSDP, Restaurants MRTSSM7225USN, and Grocery Stores MRTSSM4451USS/USN), published ~2 weeks after month-end and running ahead of DoorDash's quarterly earnings reports.
  • All figures are as published by DoorDash, its subsidiaries, or the U.S. Census Bureau; no self-calculated ratios, margins, growth rates, or sums are added. The only arithmetic is period splitting (Q4 = full year − nine months; quarterly cash flow / H1 split = year-to-date − prior year-to-date), shown in italic with the formula.
  • U.S. GAAP filings for DoorDash omit Schedule I parent-only financial statements (Item 15(b) of the 2025 Form 10-K), so there is no Consolidated − Parent subtraction; subsidiary performance is shown directly from Deliveroo plc's LSE RNS filings, Wolt Oy's Finnish statutory filings, and DoorDash's Note 4 / supplemental disclosures.
  • Bounds such as 'over 42 million MAUs', 'over 22 million DashPass members', or 'over 190,000 active Dashers' are excluded per project rules; only exact point figures (with verbatim quotes on hover) are included.

Data updated 2026-10-25.

Every KPI on its own page

Full history, chart, sources and a citation for each metric

Marketplace volume, GOV, take rate & consumer adoption (key metrics)

Unit economics: Contribution Profit, Adjusted EBITDA, Adjusted OpEx & Free Cash Flow

Subsidiaries & M&A: Deliveroo plc (LSE & US GAAP), Wolt Oy (Finland) & Canadian JV

Extended operational & footnote disclosures (10-K / 10-Q Notes & ESG)

U.S. restaurant & grocery industry sales (U.S. Census Bureau, monthly)

Financial & geographic context (database)