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Screener / SEC EDGAR /CIK 0001792789 /10-K filed Feb 18, 2026, compared with Feb 14, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
DASHEXPEPHMTSCOMGMORLY
Nasdaq Consumer discretionary · Business Services

DoorDash DASH

DASH quote by TradingView

Our mission is to grow and empower local economies. 10-K, Item 1

Employees
31,400
Headquarters
San Francisco, CA
CEO
Tony Xu
Next results
around Feb 17, 2027
Compare with peers Embed

DASH among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 27.9%, above 98% of 46 peers (their median 5.2%) REVENUE GROWTH 27.9% · above 98% Operating margin: 5.3%, above 10% of 39 peers (their median 16.0%) OPERATING MARGIN 5.3% · above 10% Net margin: 6.2%, above 26% of 46 peers (their median 11.0%) NET MARGIN 6.2% · above 26% FCF margin: 15.8%, above 75% of 44 peers (their median 9.2%) FCF MARGIN 15.8% · above 75% Return on capital: 6.7%, above 12% of 24 peers (their median 22.8%) RETURN ON CAPITAL 6.7% · above 12%
DASH Peer median Below the median

What changed

40 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 18, 2026 against Feb 14, 2025.

Risk factors
40 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +51.4% vs revenue +27.9% (+23.4 pts)
10-K · XBRL
Critical audit matters changed
New this year: Acquisition-date fair value of acquired developed technology (“As discussed in Note 4 to the consolidated financial statements, on October 2, 2025, the Company acquired Deliveroo plc (Deliveroo) in a business combination for $3,724 million. The transaction was accounted for under the acquisition method of accounting, which requires the allocation of the fair va”). Same as last year: Evaluation of Insurance Reserves
10-K · XBRL
Accounting checks
8 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
3 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 8 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +51.4% vs revenue +27.9% (+23.4 pts)
  • Critical audit matters changed
    New this year: Acquisition-date fair value of acquired developed technology (“As discussed in Note 4 to the consolidated financial statements, on October 2, 2025, the Company acquired Deliveroo plc (Deliveroo) in a business combination for $3,724 million. The transaction was accounted for under the acquisition method of accounting, which requires the allocation of the fair va”). Same as last year: Evaluation of Insurance Reserves
  • Cash from operations $2.4B vs net income $935.0M (FY ending Dec 31, 2025)
7 more checks with nothing to note
  • Same auditor in both 10-Ks: KPMG LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

40 paragraphs in Risk Factors that were not in the 10-K filed Feb 14, 2025. Quoted as filed.

All 40 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 14, 2025 10-K, ITEM 1A
    Our reliance on third-party vendors, contractors, and SaaS providers creates additional cybersecurity risks. Many of our critical business operations depend on external providers for hosting, cloud services, data analytics, customer support, and other key functions. If these third parties experience a cybersecurity incident, fail to…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 14, 2025 10-K, ITEM 1A
    Several other jurisdictions where we operate have adopted or may be considering, or in the future may consider, adopting legislation, or we may propose or support legislation, ballot initiatives, other legislative processes, or voluntary agreements
  3. Item 1A · new paragraph · not in the 10-K filed Feb 14, 2025 10-K, ITEM 1A
    We have exposure to changing tax legislation and administrative practices, and to tax authorities successfully imposing additional non-income tax obligations or liabilities on us.
  4. Item 1A · new paragraph · not in the 10-K filed Feb 14, 2025 10-K, ITEM 1A
    We are or may become subject to a variety of laws in the United States and other jurisdictions, including those related to worker classification, Dasher pay and conditions of work, Dasher onboarding and deactivation, Dasher safety, engagement of fleet companies and other third-party service providers, insurance, merchant pricing and…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$6.6B$8.6B$10.7B$13.7B
Net income−$1.4B−$558.0M$123.0M$935.0M
Operating cash flow$367.0M$1.7B$2.1B$2.4B
Free cash flow$191.0M$1.6B$2.0B$2.2B

Revenue, FY2018 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$13.7B ▲ 27.9% in FY2025

FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

3 filings in the last 30 days · SEC EDGAR

All filings

About the company

DoorDash, San Francisco, CA · from the 10-K filed Feb 18, 2026

Our mission is to grow and empower local economies. We aim to do this by providing services that reduce friction in local commerce and help merchants better connect with consumers in their communities. Our primary offerings include the DoorDash Marketplace, the Wolt Marketplace, and the Deliveroo Marketplace (our "Marketplaces"), and our Commerce Platform. Our Marketplaces operate in over 40 countries, including the United States, and account for the vast majority of our revenue today. Our Marketplaces serve three primary constituents: merchants, consumers, and Dashers1.

Headquarters
San Francisco, CA
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
December 31
Last results
Oct 29, 2026
Incorporated in
NV

Employees, at the top of the page: "As of December 31, 2025, we had over 31,400 employees worldwide" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Feb 18, 2026 (open at SEC), compared with the 10-K filed Feb 14, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/DASH/export.csv") into a cell.