Stock Analysis on Net
Stock Analysis on Net

DoorDash, Inc. (NASDAQ:DASH)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

DoorDash, Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Jun 30, 2026 Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Current operating lease liabilities
Accrued expenses and other current liabilities
Current liabilities
Non-current operating lease liabilities
Convertible notes, net
Other liabilities
Non-current liabilities
Total liabilities
Redeemable non-controlling interests
Common stock, $0.00001 par value
Additional paid-in capital
Accumulated other comprehensive income (loss)
Accumulated deficit
Stockholders’ equity
Total liabilities, redeemable non-controlling interests and stockholders’ equity

Based on: 10-Q (reporting date: 2026-06-30), 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The capital structure exhibits a progressive shift from a predominantly equity-funded base toward a more balanced distribution between liabilities and equity. Total liabilities as a percentage of the total balance sheet rose steadily from 22.82% in March 2021 to 49.23% by June 2026, indicating an increased reliance on external financing and operational obligations over time.

Current Liability Trends
Current liabilities show a consistent upward trajectory, growing from 18.54% in March 2021 to a peak of 34.55% in December 2024. This growth is primarily driven by accrued expenses and other current liabilities, which nearly doubled from 16.94% to 29.38% over the analyzed period. Accounts payable remained relatively low and stable, generally fluctuating between 1.27% and 2.50%.
Non-Current Liability Structural Shift
Non-current liabilities remained stable and low, typically between 4% and 6%, until mid-2025. A significant structural change occurred in June 2025 with the introduction of convertible notes, net, which immediately accounted for 16.05% of the total balance sheet. This introduction shifted the non-current liability profile from approximately 4.42% in March 2025 to 17.78% by June 2026.
Equity and Capital Contributions
Stockholders' equity experienced a gradual decline, falling from 77.18% in March 2021 to 50.72% by June 2026. Additional paid-in capital, which initially exceeded 100% of the total balance sheet due to the offsetting effect of the accumulated deficit, declined to 75.69% by the end of the period. This suggests that while capital contributions were substantial, they now represent a smaller proportion of the overall financial structure.
Accumulated Deficit and Comprehensive Income
The accumulated deficit widened significantly in the first half of the period, reaching a peak of -50.72% in June 2023. A period of improvement followed, with the deficit narrowing to -21.81% by March 2025, before widening again to -25.49% by June 2026. Accumulated other comprehensive income remained a marginal component of the balance sheet, fluctuating slightly around zero for most of the period before showing a small positive trend in 2025.

Overall, the financial profile transitioned from a high-equity, low-debt position to one characterized by increased operational accruals and the strategic implementation of long-term convertible debt. The reduction in the relative weight of stockholders' equity is a direct result of both the expansion of the liability base and the historical impact of the accumulated deficit.