DHER Share Price Performance
€21.44
-10.38 (-32.62%)
27.4% undervalued intrinsic discount
€29.55
Fair Value
Price €21.44
AnalystConsensusTarget €29.55
AnalystHighTarget €49.91
AnalystLowTarget €21.00
Fair Value€29.55
Share Pricen/a
Delivery Hero SE Stock Price
- 3 Narratives written by author
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- 54 Fair Values set on narratives written by author
DHER Community Narratives
AN
Fair Value €29.55 27.4% undervalued intrinsic discount
DHER: Market Expansions And Execution Will Drive Upside As Competition Intensifies
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AN
Fair Value €49.91 57.0% undervalued intrinsic discount
Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities
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AN
Fair Value €21 2.1% overvalued intrinsic discount
EU Mandates And Rising Compliance Costs Will Erode Margins
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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
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AN
€29.55
27.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
10.95% p.a.
Profit Margin
0.66%
Future PE
98.51x
Price in 2028
€37.17
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
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AN
€49.91
57.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
13.19% p.a.
Profit Margin
3.81%
Future PE
27.02x
Price in 2028
€62.11
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
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AN
€21
2.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
6.63% p.a.
Profit Margin
1.76%
Future PE
29.41x
Price in 2028
€26.14
Trending Discussion
Recently Updated Narratives
AN
DHER: Operational Execution Will Drive Margin Improvement Despite Recent Price Revisions
Fair Value: €29.55 27.4% undervalued intrinsic discount
28 followersusers have followed this narrative
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AN
EU Mandates And Rising Compliance Costs Will Erode Margins
Fair Value: €21 2.1% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities
Fair Value: €49.91 57.0% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Delivery Hero SE Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 26, 2026
- -1.88
- 25.54%
- -4.18%
- 180.0%
About DHER
- Founded
- 2011
- Employees
- 43986
- 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. The company was founded in 2011 and is headquartered in Berlin, Germany.
