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 ?12.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.902
Beta (levered) ?1.994
Terminal OM% ?31.7%
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 · 2026-05-17

DASH · DoorDash, Inc.

$156.452026-05-17
Sector: Communication Services; Industry: Internet Content & Information; Sub-Industry: Specialized Consumer Services

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$341
+118.2% vs market
Base · active
$299
+91.1% vs market
Bear
$138
-11.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $138
Market $156
Median $265
Base $299
Bull $341
Market Price $156
Mulya.ai Base $299
Analysts Median $265
Mulya.ai IV range ($138 · $341)
Analysts Range ($200 · $340)
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
2021.Q4$4.9B-9.2%0.0%−$457MM$130MM−$327MM12.8%-23.4%$2.0B$-1.06
2022.Q4$6.6B34.7%-17.1%2.2%−$1.1B−$190MM−$1.3B12.6%-30.5%$5.2B$-3.08
2023.Q4$8.6B31.2%-6.7%0.0%−$613MM$193MM−$420MM12.1%-11.8%$5.2B$-1.26
2024.Q4$10.7B24.2%-0.4%25.0%−$28MM−$125MM−$154MM12.6%-0.5%$5.3B$0.28
2025.Q4$13.7B27.9%10.7%0.4%$1.5B−$5.2B−$3.7B13.0%17.7%$11.2B$2.1147.2
italics below = DCF projection · 10yr Rev CAGR: 14.3%
2026.Q4$17.9B+30.2%21.7%2.4%$3.8B−$2.5B$1.3B12.3%$1.2B30.4%$13.7B$2.0775.6
2027.Q4$21.4B+19.7%23.7%4.3%$4.9B−$2.1B$2.7B11.9%$2.2B32.9%$15.8B$3.3946.2
2028.Q4$25.3B+18.1%25.7%6.3%$6.1B−$2.4B$3.7B11.5%$2.6B35.7%$18.2B$5.0331.1
2029.Q4$29.3B+16.1%27.7%8.3%$7.5B−$2.5B$4.9B11.2%$3.2B38.2%$20.8B$6.9722.4
2030.Q4$34.1B+16.3%31.7%10.2%$9.7B−$3.0B$6.7B10.8%$3.9B43.6%$23.8B$10.8014.5
Term. Yr+$54.5B4.1%31.7%20.0%$13.8B−$2.4B$11.4B8.6%$92.5B23.6%
Active scenario IV: $299 (+91.1% vs market)