Delivery Hero Inkomsten in het verleden
Verleden criteriumcontroles 0/6
Delivery Hero is de winst gegroeid met een gemiddeld jaarlijks percentage van 10%, terwijl de Hospitality industrie de winst jaarlijks groeide met 7.5%. De inkomsten zijn gegroeid met een gemiddelde van 25% per jaar.
Belangrijke informatie
10.01%
Groei van de winst
15.05%
Groei van de winst per aandeel
| Hospitality Groei van de industrie | -11.79% |
| Inkomstengroei | 24.97% |
| Rendement op eigen vermogen | -38.93% |
| Nettomarge | -5.57% |
| Volgende winstupdate | 27 Aug 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Delivery Hero geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: DHER is momenteel verliesgevend.
Groeiende winstmarge: DHER is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: DHER is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 10% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van DHER over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: DHER is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Hospitality industrie ( 112% ).
Rendement op eigen vermogen
Hoge ROE: DHER heeft een negatief Return on Equity ( -38.93% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 20:45 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 35 analisten. 17 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.
| Analist | Instelling |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| null null | Banco Santander |
| Adrian Sanchez | Banco Santander |