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Delivery Hero SE Stock Price

XTRA:DHER Community·€11.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 62 Fair Values set on narratives written by author

DHER Share Price Performance

€37.86
10.86 (40.22%)
€33.09
Fair Value
€37.86
10.86 (40.22%)
14.4% overvalued intrinsic discount
€33.09
Fair Value
Price €37.86
AnalystConsensusTarget €33.09
AnalystHighTarget €45.00
AnalystLowTarget €29.11

DHER Community Narratives

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Fair Value €33.09 14.4% overvalued 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 15.9% undervalued intrinsic discount

Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities

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·
Fair Value €29.11 30.1% overvalued intrinsic discount

EU Mandates And Rising Compliance Costs Will Erode Margins

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€33.09
14.4% overvalued intrinsic discount
Profit Margin
1.91%
Future PE
34.76x
Price in 2029
€40.85

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: €29.11 30.1% 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: Takeover Talks And Mixed Ratings Will Shape Future Repricing

Fair Value: €33.09 14.4% overvalued 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: Potential Uber Takeover And Asset Sales Will Drive Future Repricing

Fair Value: €45 15.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

1 Risk
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 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.
Narrative Update Jul 13

DHER: Takeover Bid And Execution Risks Will Test Margin Improvement Assumptions

The analyst fair value estimate for Delivery Hero has been raised from €18.00 to €20.00 as analysts cite higher price targets across several firms, along with assumptions for stronger revenue growth, improved profit margins and a lower discount rate, partly offset by mixed rating actions. Analyst Commentary Recent Street research on Delivery Hero shows a split view, with several firms lifting price targets while others turn more cautious on execution and valuation risks.

Recent updates

No updates