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Urbanization And Digital Payments Will Reshape Global Delivery Services

Published
09 Feb 25
Updated
30 Aug 25
AnalystConsensusTarget's Fair Value
€34.07
26.5% undervalued intrinsic discount
04 Sep
€25.03
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1Y
-32.8%
7D
-3.5%

Author's Valuation

€34.0726.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Aug 25
Fair value Decreased 6.51%

Delivery Hero’s consensus price target has been revised down from €36.44 to €34.10, driven by increased competitive pressures, slower-than-expected margin improvements, and a more challenging macroeconomic outlook. Analyst Commentary Cautious outlook on top-line growth prospects due to intensified competition in key markets.

Shared on01 May 25
Fair value Decreased 16%

Shared on23 Apr 25
Fair value Increased 17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 6.52%

AnalystConsensusTarget has increased revenue growth from 11.6% to 13.2%, decreased profit margin from 2.8% to 2.3%, increased future PE multiple from 30.2x to 41.0x and decreased shares outstanding growth rate from 0.0% to 0.0%.