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50/100 Watch DoorDash In-Depth Value Investment Analysis DoorDash is the U.S. local delivery leader, with roughly 60% share and free cash flow rising quickly since 2023. The core thesis is that DoorDash is evolving into a higher-quality local commerce platform, but low switching costs, elevated SBC, and a share price near $161 at roughly 40x FCF leave limited margin of safety, with an ideal buy range of $90 to $120. Research rating Watch: a strong business worth tracking, but not yet cheap enough for a balanced, moderately conservative long-term investor. DoorDash, Inc.DASH · USAOn-Demand Delivery21. Mai 2026