Delivery Hero Dirección
Dirección controles de criterios 2/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
L. Oestberg
Chief Executive Officer (CEO)
€5.4m
Compensación total
| Porcentaje del salario del CEO | 9.66% |
| Permanencia del CEO | 14.5yrs |
| Participación del CEO | n/a |
| Permanencia media de la dirección | 4.5yrs |
| Promedio de permanencia en la Junta Directiva | 4.7yrs |
Actualizaciones recientes de la dirección
Recent updates
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.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.
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.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.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.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.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.
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.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.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.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.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.The Price Is Right For Delivery Hero SE (ETR:DHER) Even After Diving 27%
Nov 08
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.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.Delivery Hero (ETR:DHER) Takes On Some Risk With Its Use Of Debt
Oct 02Operational 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.Investors Still Waiting For A Pull Back In Delivery Hero SE (ETR:DHER)
Aug 19
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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | €5m | €525k | -€783m |
| Sep 30 2025 | n/a | n/a | -€672m |
| Jun 30 2025 | n/a | n/a | -€560m |
| Mar 31 2025 | n/a | n/a | -€721m |
| Dec 31 2024 | €5m | €500k | -€882m |
| Sep 30 2024 | n/a | n/a | -€2b |
| Jun 30 2024 | n/a | n/a | -€2b |
| Mar 31 2024 | n/a | n/a | -€2b |
| Dec 31 2023 | €5m | €350k | -€2b |
| Sep 30 2023 | n/a | n/a | -€2b |
| Jun 30 2023 | n/a | n/a | -€2b |
| Mar 31 2023 | n/a | n/a | -€3b |
| Dec 31 2022 | €5m | €350k | -€3b |
| Sep 30 2022 | n/a | n/a | -€2b |
| Jun 30 2022 | n/a | n/a | -€2b |
| Mar 31 2022 | n/a | n/a | -€1b |
| Dec 31 2021 | €4m | €350k | -€1b |
| Sep 30 2021 | n/a | n/a | -€2b |
| Jun 30 2021 | n/a | n/a | -€2b |
| Mar 31 2021 | n/a | n/a | -€2b |
| Dec 31 2020 | €4m | €350k | -€1b |
| Sep 30 2020 | n/a | n/a | -€1b |
| Jun 30 2020 | n/a | n/a | -€940m |
| Mar 31 2020 | n/a | n/a | -€815m |
| Dec 31 2019 | €3m | €325k | -€689m |
Compensación vs. Mercado: La compensación total de L.($USD6.37M) está por encima de la media de empresas de tamaño similar en el mercado German ($USD2.67M).
Compensación vs. Ingresos: La compensación de L. ha aumentado mientras la empresa no es rentable.
CEO
L. Oestberg (45 yo)
14.5yrs
Permanencia
€5,435,000
Compensación
Mr. L. Niklas Oestberg serves as Member of Global Advisory Board at Delivery Hero SE since 2021. He co-founded Delivery Hero SE (formerly Delivery Hero Holding GmbH) in 2010 and has been its Chief Executiv...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 14.5yrs | €5.44m | sin datos | |
| CFO & Member of Management Board | 1.8yrs | €2.00m | sin datos | |
| COO & Member of Management Board | 10.8yrs | €3.05m | sin datos | |
| Chief Product Officer & Member of Management Board | less than a year | sin datos | sin datos | |
| Chief Technology Officer | 1.9yrs | sin datos | sin datos | |
| Head of Investor Relations | 4.8yrs | sin datos | sin datos | |
| Vice President of Investor Relations & Corporate Communications | no data | sin datos | sin datos | |
| Chief People & Sustainability Officer | 4.5yrs | sin datos | sin datos | |
| Chief Executive Officer Talabat | no data | sin datos | sin datos |
4.5yrs
Permanencia media
46.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DHER se considera experimentado (4.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 5.3yrs | €5.44m | sin datos | |
| Deputy Chair of Supervisory Board | less than a year | €76.70k | sin datos | |
| Chair of the Supervisory Board | 1.9yrs | €440.00k | sin datos | |
| Member of Diversity & Inclusion Advisory Board | 4.7yrs | sin datos | sin datos | |
| Member of Diversity & Inclusion Advisory Board | 4.7yrs | sin datos | sin datos | |
| Employee Representative Member of the Supervisory Board | 5.9yrs | €70.00k | sin datos | |
| Employee Representative Member of the Supervisory Board | 5.9yrs | €70.00k | sin datos | |
| Member of Diversity & Inclusion Advisory Board | 4.7yrs | sin datos | sin datos | |
| Member of Diversity & Inclusion Advisory Board | 4.7yrs | sin datos | sin datos | |
| Member of Diversity & Inclusion Advisory Board | 4.7yrs | sin datos | sin datos | |
| Member of Supervisory Board | less than a year | €70.20k | sin datos | |
| Member of the Supervisory Board | 1.9yrs | €80.70k | sin datos |
4.7yrs
Permanencia media
45yo
Promedio de edad
Junta con experiencia: La junta directiva de DHER se considera experimentada (4.7 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 06:57 |
| Precio de las acciones al final del día | 2026/04/30 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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. 17 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.
| Analista | Institución |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| null null | Banco Santander |
| Adrian Sanchez | Banco Santander |