Delivery Hero SE

XTRA:DHER 주식 리포트

시가총액: €9.8b

Delivery Hero 배당 및 자사주 매입

배당 기준 점검 0/6

Delivery Hero 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-9.5%

자사주 매입 수익률

총 주주 수익률-9.5%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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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새로운 내러티브 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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 DHER 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: DHER 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Delivery Hero 배당 수익률 vs 시장
DHER의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (DHER)n/a
시장 하위 25% (DE)1.5%
시장 상위 25% (DE)4.5%
업계 평균 (Hospitality)3.0%
분석가 예측 (DHER) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 DHER 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 DHER 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 DHER 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: DHER 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 03:56
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Delivery Hero SE는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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