Mulya.ai
Ticker
DASH
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?12.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.811
Beta (levered) ?1.875
Terminal OM% ?27.8%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

DASH · DoorDash, Inc.

$183.092026-07-21
Sector: Communication Services; Industry: Internet Content & Information; Sub-Industry: Specialized Consumer Services

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$294
+60.6% vs market
Base · active
$260
+41.7% vs market
Bear
$126
-31.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $126
Market $183
Median $248
Base $260
Bull $294
Market Price $183
Mulya.ai Base $260
Analysts Median $248
Mulya.ai IV range ($126 · $294)
Analysts Range ($190 · $350)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$8.6B-6.7%0.0%−$609MM$297MM−$312MM11.9%-11.8%$5.1B$-1.26
2024.Q4$8.6B0.0%-6.7%25.0%−$434MM$89MM−$346MM12.6%-8.5%$5.1B$-1.26
2025.Q1$10.7B24.2%-0.4%10.2%−$34MM−$207MM−$241MM12.7%-0.6%$5.6B$0.28
2025.Q4$10.7B0.0%-0.4%0.4%−$38MM−$4.9B−$4.9B13.0%-0.5%$10.8B$0.28
2026.Q1$14.7B37.3%8.7%0.6%$1.3B−$5.1B−$3.8B12.2%11.6%$11.2B$2.0963.2
italics below = DCF projection · 10yr Rev CAGR: 14.1%
2027.Q1$18.7B+27.0%15.5%2.6%$2.8B−$4.4B−$1.6B11.9%−$1.4B21.1%$15.6B$2.0191.1
2028.Q1$22.4B+20.0%18.0%4.5%$3.9B−$3.9B−$96MM11.6%−$77MM21.9%$19.6B$3.4153.7
2029.Q1$26.7B+19.0%20.4%6.5%$5.1B−$4.3B$837MM11.2%$602MM23.6%$23.8B$5.1835.3
2030.Q1$31.6B+18.2%22.9%8.4%$6.6B−$4.6B$2.0B10.9%$1.3B25.3%$28.5B$7.4024.7
2031.Q1$36.5B+15.5%27.8%10.3%$9.1B−$4.4B$4.7B10.6%$2.7B29.7%$32.9B$11.5415.9
Term. Yr+$57.3B4.1%27.8%20.0%$12.8B−$2.2B$10.6B8.6%$87.1B23.6%
Active scenario IV: $260 (+41.7% vs market)