산업

On-Demand Delivery

On-Demand Delivery 산업의 모든 리포트 — 총 1건.

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 · 미국On-Demand Delivery2026년 5월 21일