Delivery Hero SE

XTRA:DHER 株式レポート

時価総額:€11.4b

Delivery Hero 配当と自社株買い

配当金 基準チェック /06

Delivery Hero配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-8.1%

バイバック利回り

総株主利回り-8.1%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
User avatar
新しいナラティブ 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.

決済の安定と成長

配当データの取得

安定した配当: DHERの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: DHERの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Delivery Hero 配当利回り対市場
DHER 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (DHER)n/a
市場下位25% (DE)1.5%
市場トップ25% (DE)4.7%
業界平均 (Hospitality)3.0%
アナリスト予想 (DHER) (最長3年)0%

注目すべき配当: DHERは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: DHERは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: DHERの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: DHERが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/12 03:18
終値2026/06/12 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Delivery Hero SE 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Rocco StraussArete Research Services LLP
null nullBanco Santander
Adrian SanchezBanco Santander