Update shared on30 Aug 2025
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.
- Concerns over slower-than-expected margin improvements despite efficiency efforts.
- Adjustments to valuation models reflecting a more challenging macroeconomic and consumer demand environment.
- Ongoing uncertainty regarding regulatory developments and their potential financial impact.
- Reassessment of profit trajectory amid elevated investment in logistics and technology platforms.
What's in the News
- Delivery Hero SE has partnered with Incognia to implement advanced fraud prevention across six of its brands after witnessing significant ROI in global trials.
- The collaboration targets rising threats of promo and refund abuse, which together constituted nearly half of all consumer fraud in the gig economy during 2024.
- Incognia's technology integrates device identity, tampering detection, and location intelligence for real-time risk assessment, helping to prevent repeat fraud and protect legitimate users.
Valuation Changes
Summary of Valuation Changes for Delivery Hero
- The Consensus Analyst Price Target has fallen from €36.44 to €34.10.
- The Future P/E for Delivery Hero has significantly fallen from 33.18x to 27.12x.
- The Consensus Revenue Growth forecasts for Delivery Hero has significantly fallen from 11.1% per annum to 10.0% per annum.
Disclaimer
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