Delivery Hero SE

Report azionario XTRA:DHER

Capitalizzazione di mercato: €11.2b

Delivery Hero Crescita futura

Criteri Future verificati 4/6

Delivery Hero prevede che gli utili e i ricavi cresceranno rispettivamente di 96.6% e 9% all'anno. Si prevede che l'EPS crescerà di 81% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.1% in 3 anni.

Informazioni chiave

96.6%

Tasso di crescita degli utili

81.00%

Tasso di crescita dell'EPS

Hospitality crescita degli utili70.2%
Tasso di crescita dei ricavi9.0%
Rendimento futuro del capitale proprio17.12%
Copertura analitica

Good

Ultimo aggiornamento09 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Jun 15

DHER: Potential Uber Takeover And Asset Sales Will Drive Future Repricing

Analysts have slightly adjusted the Delivery Hero price target to €45.00, reflecting updated views on the stock's risk profile, revenue trajectory and profit margin potential after a mix of recent target increases in the €31.50 to €40.00 range and a downgrade to Underperform at €33.00. Analyst Commentary Recent Street research on Delivery Hero points to a split picture, with some bullish analysts lifting price targets into the €31.50 to €40.00 range while one house has moved to an Underperform rating at €33.00.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

XTRA:DHER - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202818,7683595511,04016
12/31/202717,263-2835784018
12/31/202615,711-26622155418
12/31/202514,060-783-24680N/A
9/30/202513,731-672189505N/A
6/30/202513,402-560625931N/A
3/31/202512,848-721492784N/A
12/31/202412,295-882359638N/A
9/30/202411,585-1,564169450N/A
6/30/202410,875-2,246-20261N/A
3/31/202410,409-2,272-150121N/A
12/31/20239,942-2,297-279-19N/A
9/30/20239,771-2,287-485-242N/A
6/30/20239,601-2,276-691-464N/A
3/31/20239,089-2,642-816-576N/A
12/31/20228,577-3,008-940-689N/A
9/30/20227,896-2,317-1,109-819N/A
6/30/20227,214-1,625-1,279-948N/A
3/31/20226,535-1,374-1,250-925N/A
12/31/20215,856-1,124-1,222-901N/A
9/30/20214,914-1,544N/AN/AN/A
6/30/20213,972-1,964-909-653N/A
3/31/20213,222-1,687-823-591N/A
12/31/20202,472-1,409-737-530N/A
9/30/20202,078-1,175N/AN/AN/A
6/30/20201,684-940-610-478N/A
3/31/20201,461-815-534-422N/A
12/31/20191,238-689-458-365N/A
9/30/20191,060-524N/A-297N/A
6/30/2019883-360N/A-230N/A
3/31/2019774-317N/A-197N/A
12/31/2018665-273N/A-165N/A
9/30/2018583-249N/A-175N/A
6/30/2018501-224N/A-185N/A
3/31/2018479-337N/A-206N/A
12/31/2017454-329N/A-211N/A
9/30/2017430-304N/A-159N/A
6/30/2017406-278N/A-107N/A
3/31/2017355-171N/A-88N/A
12/31/2016290-184N/A-96N/A
12/31/2015166-236N/A-147N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che DHER diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 1.9% ).

Guadagni vs Mercato: Si prevede che DHER diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede DHER diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di DHER ( 9% all'anno) crescerà più rapidamente del mercato German ( 6.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DHER ( 9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DHER sarà basso tra 3 anni ( 17.1 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/22 07:11
Prezzo dell'azione a fine giornata2026/06/22 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Delivery Hero SE è coperta da 35 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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