Delivery Hero SE

XTRA:DHER Voorraadrapport

Marktkapitalisatie: €5.7b

Delivery Hero Dividenden en inkoop

Dividend criteriumcontroles 0/6

Delivery Hero heeft geen dividenduitkeringen gedaan.

Belangrijke informatie

n/a

Dividendrendement

-16.3%

Terugkoop Rendement

Totaal aandeelhoudersrendement-16.3%
Toekomstig dividendrendement0%
Dividendgroein/a
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsration/a

Recente updates van dividend en inkoop

Geen updates

Recent updates

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
The Price Is Right For Delivery Hero SE (ETR:DHER) Even After Diving 27%

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 02
Delivery Hero (ETR:DHER) Takes On Some Risk With Its Use Of Debt

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.

Investors Still Waiting For A Pull Back In Delivery Hero SE (ETR:DHER)

Aug 19
Investors Still Waiting For A Pull Back In Delivery Hero SE (ETR:DHER)
User avatar

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.

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Er zijn onvoldoende gegevens om te bepalen of het dividend per aandeel van DHER in het verleden stabiel is geweest.

Groeiend dividend: Er zijn onvoldoende gegevens om te bepalen of de dividendbetalingen van DHER zijn gestegen.


Dividendrendement versus markt

Delivery Hero Dividendrendement versus markt
Hoe verhoudt DHER dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (DHER)n/a
Markt onderkant 25% (DE)1.6%
Markt Top 25% (DE)4.6%
Gemiddelde industrie (Hospitality)2.1%
Analist prognose (DHER) (tot 3 jaar)0%

Opmerkelijk dividend: Het dividendrendement van DHER kan niet worden vergeleken met dat van de onderste 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.

Hoog dividend: Het dividendrendement van DHER kan niet worden vergeleken met dat van de top 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.


Winstuitkering aan aandeelhouders

Verdiendekking: Er zijn onvoldoende gegevens om de payout ratio DHER te berekenen en vast te stellen of de dividendbetalingen worden gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: De duurzaamheid van het dividend kan niet worden berekend, omdat DHER geen uitbetalingen heeft gerapporteerd.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 11:15
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Delivery Hero SE wordt gevolgd door 34 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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