Update shared on16 Oct 2025
Fair value Decreased 4.18%Delivery Hero’s analyst price target has decreased from €34.07 to €32.64. This change reflects updated analyst views that balance stronger revenue growth with ongoing margin and profitability challenges.
Analyst Commentary
Recent street research highlights both optimism and caution from analysts regarding Delivery Hero's outlook. A synthesis of the most recent price target changes reveals nuanced perspectives on valuation, growth, and execution.
Bullish Takeaways
- Bullish analysts have raised price targets, citing improvement in revenue growth and topline momentum.
- Some remain positive about the company’s ability to capitalize on its leading position in the food delivery market, supporting an Overweight or Buy rating.
- There is continued confidence in the longer-term potential for Delivery Hero to leverage its global scale to expand margins as the business matures.
- Major firms have highlighted the resilience and adaptability of Delivery Hero’s operations, despite ongoing sector challenges.
Bearish Takeaways
- Bearish analysts remain cautious, noting that ongoing margin pressures and profitability headwinds limit valuation upside.
- Some have lowered their price targets in response to perceived execution risks and limited near-term visibility into sustainable earnings improvement.
- Concerns persist around competition and the impact of rising costs, which may hinder the pace of operating leverage realization.
- Neutral stances reflect uncertainty about the timing and scale of profitable growth. This has led to a more measured outlook among some analysts.
What's in the News
- Delivery Hero SE has raised its full-year 2025 earnings guidance and now expects GMV growth at the upper end of an 8 to 10 percent year-over-year like-for-like range (Key Developments).
- Updated guidance forecasts accelerated second-quarter growth of 27 percent year-over-year on a like-for-like basis for Total Segment Revenue (Key Developments).
- Total Segment Revenue for the full year is now expected to increase by 22 to 24 percent year-over-year on a like-for-like basis, up from the prior 17 to 19 percent guidance, reflecting stronger growth in several markets (Key Developments).
- The updated outlook is supported by a rapid rollout of Delivery Hero’s own delivery network in South Korea (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has declined from €34.07 to €32.64, indicating a modest downward revision in fair value estimates.
- Discount Rate decreased slightly from 7.77 percent to 7.69 percent, suggesting marginally lower perceived risk or cost of capital in analyst models.
- Revenue Growth assumption increased from 10.03 percent to 12.54 percent, reflecting stronger expectations for top-line expansion.
- Net Profit Margin fell from 1.66 percent to 0.96 percent, signaling more conservative projections on profitability.
- Future P/E ratio has risen notably from 46.44x to 71.34x, indicating a higher valuation multiple relative to projected earnings.
Disclaimer
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