DoorDash Inc Ordinary Shares - Class A

DASH: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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DoorDash Earnings: In Mixed Quarter, Some Interesting Growth Opportunities; Maintaining $179 FVE

Mark Giarelli

May 6, 2025

DoorDash is down around 7% in early trading after announcing first-quarter earnings where gross order value narrowly beat management guidance and net revenue missed FactSet analyst expectations for the first time in at least 4 years. Take rates also compressed from 13.5% to 13.1%.

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DoorDash Inc Ordinary Shares - Class A

DoorDash Earnings: In Mixed Quarter, Some Interesting Growth Opportunities; Maintaining $179 FVE

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