Delivery Hero SE

Informe acción XTRA:DHER

Capitalización de mercado: €11.4b

Delivery Hero Dividendos y recompras

Dividendo controles de criterios 0/6

Delivery Hero no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-8.2%

Rendimiento de la recompra

Rendimiento total para el accionista-8.2%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Actualización de narrativa Jun 01

DHER: Potential Uber Takeover And AI Efficiency Gains Will Drive Future Repricing

The analyst price target for Delivery Hero has been raised from €42.34 to €45.00. This reflects updated assumptions on revenue growth, profit margins, and a lower discount rate, alongside a cluster of recent target increases from several banks, even as a few firms have turned more cautious.
Actualización de narrativa May 13

DHER: Future Profit Execution And Ownership Changes Will Shape Repricing

Delivery Hero's updated analyst price target has shifted to €27.53 from €30.46, as analysts factor in a slightly higher discount rate, more measured revenue growth, improved profit margin assumptions and a lower future P/E multiple, as reflected in recent mixed target changes and rating moves across major banks. Analyst Commentary Recent research on Delivery Hero reflects a mix of optimism and caution, with several firms adjusting price targets and ratings in different directions over the same period.
Actualización de narrativa Apr 29

DHER: AI Productivity Gains And Cost Discipline Will Drive Future Repricing

Narrative update The analyst price target for Delivery Hero has been trimmed by around €0.30 as analysts factor in recent cuts to Street targets and concerns around EBITDA growth, even as their models reflect slightly different assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Delivery Hero shows a split view, with some large banks trimming targets or ratings while other bullish analysts focus on re-rating potential and execution on profitability.
Actualización de narrativa Apr 14

DHER: Higher EBITDA Visibility And Lower P/E Assumptions Will Drive Future Repricing

Delivery Hero's analyst price target has been trimmed by about €0.76, as analysts factor in a slightly higher discount rate, more cautious revenue growth assumptions, a higher profit margin and a lower future P/E following a series of recent target cuts and mixed rating actions across the Street. Analyst Commentary Recent research shows a split view on Delivery Hero, with several price target cuts alongside rating changes and selective target increases.
Actualización de narrativa Mar 31

DHER: Fair Value Reset Will Test Execution On Margins And EBITDA Delivery

The analyst fair value estimate for Delivery Hero has been adjusted from €19.00 to €18.00. This change reflects recent Street research that highlights tempered revenue growth and profit margin expectations, along with mixed ratings and revised price targets from banks.
Actualización de narrativa Mar 17

DHER: Higher Discount Rate And EBITDA Focus Will Drive Future Repricing

Narrative Update on Delivery Hero The updated analyst price target for Delivery Hero has been revised lower, with fair value moving from approximately €46.05 to €43.39. This reflects analysts factoring in a higher discount rate, adjusting future P/E expectations to €89.40, and accounting for mixed Street views around EBITDA growth and rating changes clustered around the €19 and €33 to €34 target range.
Actualización de narrativa Mar 02

DHER: Narrow Price Range Will Test Execution Against Margin And P/E Assumptions

Narrative update Analysts have inched their price targets for Delivery Hero higher, with recent moves from €33 to €34. These changes are framed around slightly faster revenue growth expectations, a minor adjustment to discount rates and modestly lower projected profit margins and future P/E levels.
Actualización de narrativa Feb 16

DHER: Higher Growth Assumptions Will Face Test From Margin And P/E Uncertainty

Analysts have reduced their fair value estimate for Delivery Hero from €21.00 to €19.00, citing updated assumptions on required returns, profit margins and future P/E, while also noting mixed recent Street price target moves. Analyst Commentary Street research on Delivery Hero has been mixed, with some large banks adjusting their views as new information and assumptions filter through.
Actualización de narrativa Feb 02

DHER: Leaner Margin Path And Portfolio Review Will Drive Future Repricing

The analyst price target for Delivery Hero has shifted from €43.00 to about €46.05, as analysts factor in updated assumptions on growth, profitability and future P/E. This comes even as recent Street research shows several firms trimming their own price targets while generally maintaining positive or neutral ratings on the stock.
Actualización de narrativa Jan 19

DHER: Future Margin Execution And Portfolio Actions Will Drive Repricing

The analyst price target for Delivery Hero has been adjusted slightly higher to reflect a fair value move from €29.55 to €30.46, while recent Street research shows revised price targets in the €19 to €35 range as analysts reassess growth expectations, profit margin assumptions, and future P/E levels. Analyst Commentary Recent Street research around Delivery Hero points to a mixed but still engaged analyst view, with several firms adjusting their price targets while maintaining coverage and formal ratings on the shares.
Actualización de narrativa Jan 05

DHER: Execution On Leaner Margin Path Will Drive Future Share Repricing

Analysts have lowered their price expectations for Delivery Hero, with several recent target cuts to a range of about €19 to €35 contributing to the updated view on the shares. Analyst Commentary Recent research updates show that while targets have been cut, some large banks and other bullish analysts still see upside potential in Delivery Hero, with price objectives clustering in the high teens to mid €30s.
Actualización de narrativa Dec 14

DHER: Margin Expansion And Profitability Path Will Drive Future Upside Potential

Analysts have lowered our fair value estimate for Delivery Hero from EUR 49.91 to EUR 43.00, reflecting reduced price targets across the Street even as they acknowledge improving revenue growth, margin prospects, and a more conservative future earnings multiple. Analyst Commentary Recent Street commentary highlights a nuanced but generally constructive view on Delivery Hero, with bullish analysts emphasizing improving execution, a clearer path to profitability, and resilient demand trends despite a reset in price targets.
Actualización de narrativa Nov 28

DHER: Operational Execution Will Drive Margin Improvement Despite Recent Price Revisions

Delivery Hero's analyst price target has been revised lower, dropping from €32.37 to €29.55. Analysts cite slowing revenue growth and margin pressures as key drivers of the downward adjustment.
Actualización de narrativa Nov 14

DHER: Future Margins Will Improve Amid Recent Guidance Update And Network Expansion

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.
Artículo de análisis Nov 08

The Price Is Right For Delivery Hero SE (ETR:DHER) Even After Diving 27%

Delivery Hero SE ( ETR:DHER ) shareholders that were waiting for something to happen have been dealt a blow with a 27...
Actualización de narrativa Oct 31

DHER: Market Expansions And Execution Will Drive Upside As Competition Intensifies

Delivery Hero’s analyst price target has shifted slightly, moving from €32.64 to €32.53. Analysts are weighing recent research that suggests both modest downward adjustments and upward revisions based on updated growth and margin projections.
Actualización de narrativa Oct 16

Urbanization And Digital Payments Will Reshape Global Delivery Services

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.
Artículo de análisis Oct 02

Delivery Hero (ETR:DHER) Takes On Some Risk With Its Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Aug 30

Operational Efficiencies And Cost Control Signal Path To Sustainable Profitability

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.
Artículo de análisis Aug 19

Investors Still Waiting For A Pull Back In Delivery Hero SE (ETR:DHER)

XTRA:DHER 1 Year Share Price vs Fair Value Explore Delivery Hero's Fair Values from the Community and select yours...
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Nueva narrativa Feb 09

Operational Efficiencies And Cost Control Signal Path To Sustainable Profitability

Market expansion, customer experience, and subscription in Korea could boost revenue and profitability through increased order volumes and customer retention.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de DHER han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de DHER han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Delivery Hero vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de DHER con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (DHER)n/a
Suelo de mercado 25% (DE)1.5%
Techo de mercado 25% (DE)4.6%
Media de la industria (Hospitality)2.9%
Analista de previsiones (DHER) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de DHER en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de DHER en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de DHER para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que DHER no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/05 20:42
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Delivery Hero SE está cubierta por 35 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Rocco StraussArete Research Services LLP
null nullBanco Santander
Adrian SanchezBanco Santander