Delivery Hero 過去の業績
過去 基準チェック /06
Delivery Heroは10%の年平均成長率で業績を伸ばしているが、Hospitality業界はgrowingで8.9%毎年増加している。売上は成長しており、年平均25%の割合である。
主要情報
10.01%
収益成長率
15.05%
EPS成長率
| Hospitality 業界の成長 | -11.79% |
| 収益成長率 | 24.97% |
| 株主資本利益率 | -38.93% |
| ネット・マージン | -5.57% |
| 次回の業績アップデート | 27 Aug 2026 |
最近の業績更新
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.収支内訳
収支内訳
Delivery Hero の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 14,060 | -783 | 3,335 | 0 |
| 30 Sep 25 | 13,731 | -672 | 3,428 | 0 |
| 30 Jun 25 | 13,402 | -560 | 3,520 | 0 |
| 31 Mar 25 | 12,848 | -721 | 3,651 | 0 |
| 31 Dec 24 | 12,295 | -882 | 3,781 | 0 |
| 30 Sep 24 | 11,585 | -1,564 | 3,760 | 0 |
| 30 Jun 24 | 10,875 | -2,246 | 3,740 | 0 |
| 31 Mar 24 | 10,409 | -2,272 | 3,680 | 0 |
| 31 Dec 23 | 9,942 | -2,297 | 3,620 | 0 |
| 30 Sep 23 | 9,771 | -2,287 | 3,717 | 0 |
| 30 Jun 23 | 9,601 | -2,276 | 3,814 | 0 |
| 31 Mar 23 | 9,089 | -2,642 | 3,725 | 0 |
| 31 Dec 22 | 8,577 | -3,008 | 3,635 | 0 |
| 30 Sep 22 | 7,896 | -2,317 | 3,455 | 0 |
| 30 Jun 22 | 7,214 | -1,625 | 3,275 | 0 |
| 31 Mar 22 | 6,535 | -1,374 | 3,069 | 0 |
| 31 Dec 21 | 5,856 | -1,124 | 2,863 | 0 |
| 30 Sep 21 | 4,914 | -1,544 | 2,442 | 0 |
| 30 Jun 21 | 3,972 | -1,964 | 2,020 | 0 |
| 31 Mar 21 | 3,222 | -1,687 | 1,695 | 0 |
| 31 Dec 20 | 2,472 | -1,409 | 1,370 | 0 |
| 30 Sep 20 | 2,078 | -1,175 | 1,269 | 0 |
| 30 Jun 20 | 1,684 | -940 | 1,167 | 0 |
| 31 Mar 20 | 1,461 | -815 | 1,063 | 0 |
| 31 Dec 19 | 1,238 | -689 | 959 | 0 |
| 30 Sep 19 | 1,060 | -524 | 833 | 0 |
| 30 Jun 19 | 883 | -360 | 707 | 0 |
| 31 Mar 19 | 774 | -317 | 633 | 0 |
| 31 Dec 18 | 665 | -273 | 560 | 0 |
| 30 Sep 18 | 583 | -249 | 535 | 0 |
| 30 Jun 18 | 501 | -224 | 510 | 0 |
| 31 Mar 18 | 479 | -337 | 540 | 0 |
| 31 Dec 17 | 454 | -329 | 517 | 0 |
| 30 Sep 17 | 430 | -304 | 485 | 0 |
| 30 Jun 17 | 406 | -278 | 453 | 0 |
| 31 Mar 17 | 355 | -171 | 368 | 0 |
| 31 Dec 16 | 290 | -184 | 355 | 0 |
| 31 Dec 15 | 166 | -236 | 321 | 0 |
質の高い収益: DHERは現在利益が出ていません。
利益率の向上: DHERは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: DHERは利益を出していないが、過去 5 年間で年間10%の割合で損失を削減してきた。
成長の加速: DHERの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: DHERは利益が出ていないため、過去 1 年間の収益成長をHospitality業界 ( 68.2% ) と比較することは困難です。
株主資本利益率
高いROE: DHERは現在利益が出ていないため、自己資本利益率 ( -38.93% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/02 10:36 |
| 終値 | 2026/04/30 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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や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 17 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 Strauss | Arete Research Services LLP |
| null null | Banco Santander |
| Adrian Sanchez | Banco Santander |