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Delivery Hero SE Stock Price

XTRA:DHER Community·€11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 64 Fair Values set on narratives written by author

DHER Share Price Performance

€0
-23.79 (-100.00%)
€37.97
Fair Value
€0
-23.79 (-100.00%)
Price €0

DHER Community Narratives

·
Fair Value €37.97 2.6% undervalued intrinsic discount

DHER: Market Expansions And Execution Will Drive Upside As Competition Intensifies

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31users have followed this narrative
·
Fair Value €45 17.8% undervalued intrinsic discount

Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities

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·
Fair Value €29.11 27.1% overvalued intrinsic discount

EU Mandates And Rising Compliance Costs Will Erode Margins

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Trending Discussion

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Updated Narratives

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DHER: Uber Offer And Mixed Ratings Will Shape Deal Driven Repricing

Fair Value: €37.97 2.6% undervalued intrinsic discount
31 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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DHER: Uber Offer Cluster Will Pressure Upside Expectations And Execution Confidence

Fair Value: €29.11 27.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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DHER: Potential Uber Takeover And Asset Sales Will Drive Future Repricing

Fair Value: €45 17.8% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Undervalued with reasonable growth potential.

0 Risks
4 Rewards

Delivery Hero SE Key Details

€14.1b

Revenue

€10.6b

Cost of Revenue

€3.4b

Gross Profit

€4.2b

Other Expenses

-€782.9m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 27, 2026
-2.58
24.42%
-5.57%
233.5%
View Full Analysis

About DHER

Founded
2011
Employees
54721
CEO
Lars Oestberg
WebsiteView website
www.deliveryhero.com

Delivery Hero SE provides online food ordering, quick commerce, and delivery services. The company also offers advertising services. It operates in approximately 70 countries across Asia, the Middle East, Africa, Europe, and Latin America. Delivery Hero SE was founded in 2011 and is headquartered in Berlin, Germany.

Recent DHER News & Updates

Narrative Update Aug 10

DHER: Uber Offer And Mixed Ratings Will Shape Deal Driven Repricing

Analysts have lifted their fair value estimate for Delivery Hero from €33.09 to €37.97, citing recent research that points to the €41.50 cash offer reference point, modestly higher revenue growth assumptions, and an updated future P/E of about 40x as key drivers of the change. Analyst Commentary Recent research on Delivery Hero centers heavily on Uber's proposed €41.50 per share cash offer, which has become an anchor point for many valuation updates.
Narrative Update Jul 27

DHER: Uber Offer Cluster Will Pressure Upside Expectations And Execution Confidence

The analyst fair value estimate for Delivery Hero has been revised from €20.00 to €29.11 as analysts factor in multiple recent price target moves clustering around Uber's proposed €41.50 per share offer, along with modest adjustments to revenue growth, profit margin, discount rate and future P/E assumptions. Analyst Commentary Recent Street research on Delivery Hero has become more cautious, with several bearish analysts flagging risks around the proposed Uber offer, execution on profit targets, and how much upside remains for minority shareholders at current prices.

Recent updates

No updates