The stock of Domino's Pizza (NASDAQ: DPZ ) has been one of the best performers of the decade, achieving a total return of approximately 7,358% since its IPO in 2004. However, since December 2021, the company hasn't been able to reach an all-timeHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted ...

In this articleDASHTony Xu, co-founder and CEO of DoorDash Inc., smiles during the Wall Street Journal Tech Live conference in Laguna Beach, California, on Oct. 22, 2019.Martina Albertazzi | Bloomberg | Getty ImagesDuring the depths of the Covid pandemic, with restaurants around the country facing an existential crisis, DoorDash CEO Tony Xu had an unconventional proposal. He wanted to cut commissions.Chief Business Officer Keith Yandell worried that such a move would result in a massive hit to profits ahead ...

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DoorDash (NASDAQ: DASH ) released earnings on May 6th to a mixed response. DASH may not be making solid profits, yet, but it is a developing company in its growth stage. Metrics such as operating profits and PE ratios may distract from more importantMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in r ...

Group 1 - DoorDash plans to offer and sell $2 billion of convertible senior notes to enhance strategic flexibility, with proceeds aimed at funding convertible note hedge transactions and general corporate purposes, including potential acquisitions and share repurchases [1] - The company announced its intention to acquire hospitality tech company SevenRooms and local commerce platform provider Deliveroo, which will expand its commerce platform capabilities [2][4] - The acquisition of Deliveroo, which operates in over 30 countries and serves 42 million monthly active users, will strengthen DoorDash's position in global commerce and add local expertise to its operations [4][5] Group 2 - DoorDash aims to cover more than 40 countries with a combined population exceeding 1 billion, providing local businesses with essential tools and technology [5] - The company reported new quarterly records for total orders, marketplace gross order value, revenue, and GAAP net income in its first-quarter earnings results [5][6] - DoorDash is focused on expanding the quality and breadth of its product offerings and improving execution to drive long-term value for consumers, merchants, Dashers, and shareholders [6]

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1] Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]

Core Viewpoint - DoorDash has experienced significant stock growth and revenue increases, but caution is advised due to high valuation compared to competitors like Uber Group 1: Revenue Growth - DoorDash achieved a record revenue of $3 billion in Q1 2025, marking a 21% increase year-over-year [3] - The gross order value (GOV) reached a record high of $23.1 billion in Q1, up 20% year-over-year [4] - The net revenue margin improved to 13.1%, close to its record high of 13.5%, indicating increased efficiency or higher take rates [5] Group 2: Profitability - Operating costs increased by 11.7% year-over-year to nearly $2.9 billion, but revenue growth of 21% led to a net income of $193 million, a significant improvement from a $23 million loss in the previous year [9] - DoorDash has generated over $2 billion in adjusted EBITDA over the last four quarters, highlighting strong cash generation capabilities [11] - The shift in focus from customer acquisition to profitability reflects DoorDash's secure market position with over 60% market share in the U.S. [10] Group 3: Acquisitions - DoorDash announced a $3.8 billion acquisition of Deliveroo and a $1.2 billion acquisition of SevenRooms, aiming to enhance service offerings and operational efficiency [6][7] - Previous acquisitions, such as Wolt, have facilitated DoorDash's international expansion [7] Group 4: Valuation Concerns - DoorDash's price-to-sales (P/S) ratio is currently 7.9, near a three-year high, making it more expensive than Uber's P/S of 4.3 [14] - Despite leading in the U.S. food delivery market, DoorDash's valuation may not be justified given Uber's broader diversification and higher revenue generation [16][17] - Short-term investors may find limited upside potential, while long-term investors could benefit if the company grows into its valuation over five years [18]

LOS ANGELES, May 19, 2025 /PRNewswire/ -- Today at the National Restaurant Association Show in Chicago, DoorDash announced the launch of its Preferred Integrations Partner Program and named Otter as one of the program's inaugural partners. This certification highlights Otter's best-in-class DoorDash integration, offering restaurants rich features and secure and stable performance. Built to help restaurants streamline operations, Otter's integration improves delivery performance, and helps grow revenue and e ...

作为一名失业的软件工程师，过去一年投递量即将突破 800 份，此时的我已不感到惊讶或失望。 DoorDash 是一家美国知名的在线外卖配送平台，成立于 2013 年，总部位于加利福尼亚州旧金山。 身为有房者却住在小拖车里，这有点奇怪。事实上，我有 3 套房：一套位于纽约州北部铁锈地带大学城的翻新起步房，还有一片美丽的偏远乡村土地，上面有两间 简陋的小木屋，距离城里的房子 1 小时车程。对于一个有工作的专业人士来说，供养这些房产总体上还算容易——所有房产的月供加起来，比加州湾区一套体面的 一居室或两居室公寓租金还低。 起初，我几乎没花什么钱就买下这些房产。城里房子的一位室友每月租金足以覆盖房贷，小木屋的一位租客承担了乡村房产的大部分房贷，我残疾单身母亲微薄的 政府补助刚好够支付剩余部分。 为了照顾家人并通过房地产积累长期资产，我舍弃了西海岸的一切——我认识和爱的所有人。西海岸早已不存在这样的机会，而且已经超过 15 年了。 凭借全职工程师工作带来的约 15 万美元年薪（这是我 20 年里一步步稳步打拼来的），我勉强能覆盖所有开支、维护费用，以及为房产长期规划的翻新工程，还能 保养开了 16 年的日常代步车，每年 ...

DoorDash (DASH) FY Conference Summary Company Overview - DoorDash is one of the world's largest local e-commerce platforms with an industry-leading food delivery share in the US exceeding 60% [2][6][8] - The company aims to empower and grow local economies, initially focusing on restaurant delivery and expanding into grocery, convenience, and retail sectors [5][6][9] Core Business Strategies - **Marketplace Business**: Focused on demand generation and consumer acquisition, with significant room for growth as daily app usage remains low compared to the total addressable market [7][8][12] - **B2B Services Strategy**: Includes logistics as a service and merchant support through products like Drive and Storefront, with recent acquisition of Seven Rooms to enhance merchant services [10][11][12] Consumer Demand and Resilience - DoorDash has observed strong consumer demand across various income levels and regions, attributing resilience to the food category's consistent demand [13][14][15] - The product has improved significantly over the years, contributing to sustained demand and user engagement [15][18] Financial Performance Insights - Q1 saw a lower net revenue margin take rate due to seasonal factors and strategic fee reductions for grocery consumers, but confidence remains for recovery in Q2 and the second half of the year [30][35][36] - EBITDA dollar growth year-over-year was approximately 60%, indicating strong financial health despite fluctuations in take rates [34][38] Growth in New Verticals - Grocery and new verticals are expected to lead in order volume share, driven by improved selection and quality on the platform [39][41] - Majority of new users in grocery come from existing restaurant customers, enhancing overall retention [44][46] International Expansion - DoorDash is growing faster internationally than in its core restaurant business, with a gross profit-positive portfolio and strong user engagement [52][53][54] - Partnerships, such as with Deliveroo, are aimed at expanding market reach in Europe [55] Advertising and Merchant Services - The advertising business is seen as a service to merchants, with a focus on providing analytics to improve return on advertising spend [65][66][69] - The majority of advertising revenue currently comes from US restaurants, with growth potential in international markets [66][67] Capital Allocation and Future Outlook - DoorDash maintains a healthy cash flow and is open to investments that meet IRR thresholds, including share buybacks and M&A opportunities [72][73] - The company is optimistic about growth in existing businesses and new verticals, with a focus on enhancing user experience and operational efficiency [90][91] Technology and Innovation - DoorDash is exploring AI for internal efficiencies and consumer personalization, as well as autonomous delivery technologies [82][84] - The company is disciplined in its approach to technology investments, focusing on long-term benefits [86] Conclusion - DoorDash's core business remains strong, with significant growth opportunities in new verticals and international markets, supported by strategic partnerships and technological advancements [88][90]