Update shared on 14 Nov 2025
Fair value Decreased 0.51%Delivery Hero's fair value estimate has been modestly revised downward to €32.37 from €32.53, as analysts weigh improved revenue growth and profit margin forecasts against a higher discount rate and recent shifts in price targets.
Analyst Commentary
Recent street research on Delivery Hero reflects a mixed outlook, as analysts weigh promising growth drivers against execution and valuation concerns. Adjustments to price targets offer insight into evolving sentiment within the analyst community.
Bullish Takeaways- Bullish analysts have raised their price targets and highlight confidence in Delivery Hero's revenue growth trajectory.
- Upward revisions are supported by expectations of improved profit margins and operational efficiencies.
- Some analysts maintain an Overweight or Buy stance and suggest that the company's long-term market position remains attractive.
- Despite recent headwinds, upward adjustments to price targets underscore a belief in robust fundamentals and potential for value creation.
- Bearish analysts have reduced price targets due to concerns over heightened discount rates, which impact the company's valuation.
- Execution risks persist, particularly related to competitive pressures and market volatility.
- Analysts with a neutral stance indicate caution around short-term profitability and the delivery of expected growth milestones.
- Some recent target reductions reflect apprehension regarding the sustainability of margin improvements and the pace of expansion.
What's in the News
- Delivery Hero SE has raised its full-year 2025 guidance, updating GMV expectations to the upper end of an 8 to 10 percent year-over-year like-for-like range (Key Developments).
- The company's second quarter Total Segment Revenue accelerated, growing 27 percent year-over-year on a like-for-like basis (Key Developments).
- New guidance anticipates Total Segment Revenue rising by 22 to 24 percent year-over-year, up from the previous outlook of 17 to 19 percent (Key Developments).
- Stronger growth is attributed to performance across several markets and a faster roll-out of Delivery Hero’s own delivery network in South Korea (Key Developments).
Valuation Changes
- Fair Value Estimate has decreased slightly from €32.53 to €32.37.
- Discount Rate has risen moderately, moving from 7.65% to 7.96%.
- Revenue Growth Forecast has edged upward, increasing from 12.56% to 12.70%.
- Net Profit Margin projection has improved, rising from 0.96% to 1.03%.
- Future P/E Ratio has declined, dropping from 71.24x to 66.49x.
Disclaimer
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