GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

DASH · Sep 30, 2026

DoorDash, Inc.. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001792789-26-000070General Corporate

Capex intensity67thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.95% · OPTIONAL · VALID

Operating cash generation89thOwn-history percentile · N=18

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

21.53% · OPTIONAL · VALID

Revenue growth86thOwn-history percentile · N=14

Evidence method

Yoy · gp.fundamentals.revenue

33.95% · CORE · VALID

Operating margin100thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.operating_margin

9.58% · CORE · VALID

R&D intensity39thOwn-history percentile · N=18

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

10.81% · OPTIONAL · VALID

SBC intensity6thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

5.81% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History8 statesSelf-history eligible

Mar 31, 20230/6 normalizedLevel 3 Jun 30, 20230/6 normalizedLevel 3 Sep 30, 20230/6 normalizedLevel 3 Dec 31, 20230/6 normalizedLevel 3 Mar 31, 20245/6 normalizedLevel 3 Jun 30, 20245/6 normalizedLevel 3 Sep 30, 20245/6 normalizedLevel 3 Sep 30, 20266/6 normalizedLevel 4

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 1.37%
Current: 1.95%
Delta: 0.58%

Cash Generation Increased

Previous: 21.19%
Current: 21.53%
Delta: 0.34%

Growth Decreased

Previous: 35.63%
Current: 33.95%
Delta: -1.67%

Profitability Increased

Previous: 3.50%
Current: 9.58%
Delta: 6.07%

R And D Intensity Decreased

Previous: 12.01%
Current: 10.81%
Delta: -1.20%

Sbc Intensity Decreased

Previous: 7.84%
Current: 5.81%
Delta: -2.03%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Sep 30, 2025

Similarity: 85%
Compared: 6 dimensions
Coverage: 100%

Growth 15.7 · Profitability 0.0 · Sbc Intensity 5.6 · Capex Intensity 16.7 · Cash Generation 11.1 · R And D Intensity 24.6

Sep 30, 2024

Similarity: 74%
Compared: 5 dimensions
Coverage: 83%

Profitability 0.0 · Sbc Intensity 14.4 · Capex Intensity 46.7 · Cash Generation 8.9 · R And D Intensity 28.9

Jun 30, 2026

Similarity: 74%
Compared: 6 dimensions
Coverage: 100%

Growth 6.6 · Profitability 35.3 · Sbc Intensity 18.0 · Capex Intensity 31.4 · Cash Generation 0.7 · R And D Intensity 37.6

Mar 31, 2024

Similarity: 67%
Compared: 5 dimensions
Coverage: 83%

Profitability 0.0 · Sbc Intensity 6.9 · Capex Intensity 66.7 · Cash Generation 11.1 · R And D Intensity 26.4

Mar 31, 2025

Similarity: 61%
Compared: 6 dimensions
Coverage: 100%

Growth 85.7 · Profitability 0.0 · Sbc Intensity 5.6 · Capex Intensity 8.3 · Cash Generation 2.8 · R And D Intensity 38.9

Research Graph

Related governed research

Compared To · Services-Business Services, Nec peers →Analogous To · DASH state analogue 5 →Analogous To · DASH state analogue 3 →Analogous To · DASH state analogue 2 →Analogous To · DASH state analogue 1 →Analogous To · DASH state analogue 4 →Derived From · DASH Company Quality Vector →Has State · DoorDash, Inc. →Transitioned To · DASH CAPEX_INTENSITY_INCREASED →Transitioned To · DASH CASH_GENERATION_INCREASED →Transitioned To · DASH GROWTH_DECREASED →Transitioned To · DASH PROFITABILITY_INCREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.