DHER Share Price Performance
€16.57
-4.49 (-21.32%)
45.6% undervalued intrinsic discount
€30.46
Fair Value
Price €16.57
AnalystConsensusTarget €30.46
AnalystHighTarget €43.39
AnalystLowTarget €18.00
Fair Value€30.46
Share Pricen/a
Delivery Hero SE Stock Price
- 3 Narratives written by author
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- 58 Fair Values set on narratives written by author
DHER Community Narratives
AN
Fair Value €30.46 45.6% undervalued intrinsic discount
DHER: Market Expansions And Execution Will Drive Upside As Competition Intensifies
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AN
Fair Value €43.39 61.8% undervalued intrinsic discount
Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities
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AN
Fair Value €18 7.9% undervalued intrinsic discount
EU Mandates And Rising Compliance Costs Will Erode Margins
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EU Mandates And Rising Compliance Costs Will Erode Margins
Key Takeaways Regulatory, legal, and environmental pressures are expected to structurally increase operating costs and threaten Delivery Hero's long-term margin stability. Shifting consumer preferences and intense competition may weaken demand growth and undermine the company's path to sustainable profitability.Read more
34
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AN
€18
7.9% undervalued intrinsic discount
Fair Value
Profit Margin
0.31%
Future PE
136x
Price in 2029
€22.79
Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities
Key Takeaways Cross-vertical adoption, tech upgrades, and localized logistics are driving user frequency, cost efficiencies, and margin expansion beyond analyst expectations. Accelerating mobile adoption and organizational agility position the company for strong growth and competitive advantage in underpenetrated emerging markets.Read more
91
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AN
€43.39
61.8% undervalued intrinsic discount
Fair Value
Profit Margin
0.85%
Future PE
89.4x
Price in 2029
€54.94
DHER: Market Expansions And Execution Will Drive Upside As Competition Intensifies
Key Takeaways Diversified market exposure and a strong multi-vertical platform drive sustained growth, increased user engagement, and resilience against competition. Technology integration and new service models enhance operational efficiency, boost customer value, and support long-term margin and earnings improvement.Read more
439
users have viewed this narrative1users have liked this narrative
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AN
€30.46
45.6% undervalued intrinsic discount
Fair Value
Profit Margin
0.42%
Future PE
155.39x
Price in 2029
€37.74
Trending Discussion
Recently Updated Narratives
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DHER: Fair Value Reset Will Test Execution On Margins And EBITDA Delivery
Fair Value: €18 7.9% undervalued intrinsic discount
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AN
DHER: Higher Discount Rate And EBITDA Focus Will Drive Future Repricing
Fair Value: €43.39 61.8% undervalued intrinsic discount
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AN
DHER: Future Margin Execution And Portfolio Actions Will Drive Repricing
Fair Value: €30.46 45.6% undervalued intrinsic discount
30 followersusers have followed this narrative
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Snowflake Analysis
Delivery Hero SE Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 30, 2026
- -2.63
- 24.42%
- -5.57%
- 233.5%
About DHER
- Founded
- 2011
- Employees
- 54721
- CEO
- WebsiteView website
Delivery Hero SE provides online food ordering, quick commerce, and delivery services. The company also offers advertising services. It operates in approximately 70 countries across Asia, the Middle East, Africa, Europe, and Latin America. Delivery Hero SE was founded in 2011 and is headquartered in Berlin, Germany.
