Company Overview - DoorDash, Inc. (DASH) has a market cap of $110.2 billion and operates marketplaces like DoorDash and Wolt, providing services such as food delivery, order fulfillment, merchant tools, and customer support [1] - The company is classified as a "large-cap" stock, with membership programs like DashPass and Wolt+, and offers white-label delivery solutions through DoorDash Drive and Wolt Drive [2] Stock Performance - Shares of DoorDash have declined 6.9% from their 52-week high of $278.15, but have increased 18.3% over the past three months, outperforming the Nasdaq Composite's 14.9% return [3] - Year-to-date, DoorDash shares have climbed 54.4%, significantly surpassing the Nasdaq's 15.5% gain, and have surged 97.2% over the past 52 weeks compared to the Nasdaq's over 26% return [4] Q2 2025 Results - Following Q2 2025 results, DoorDash shares jumped 5% after reporting EPS of $0.65, beating estimates, and revenue rose 24.9% year-over-year to $3.3 billion, exceeding consensus [5] - Marketplace Gross Order Value (GOV) surged 23% to $24.2 billion, with total orders up 20% to 761 million, and guidance for Q3 GMV is projected between $24.2 billion and $24.7 billion, indicating strong demand [5] Analyst Sentiment - Compared to rival Coupang, Inc. (CPNG), which has seen a YTD increase of 50.9%, DoorDash's stock has a consensus rating of "Moderate Buy" from 38 analysts, with a mean price target of $294.38, representing a 13.5% premium to current levels [6]
Is DoorDash Stock Outperforming the Nasdaq?