Delivery Hero (BATS-CHIXE:DHERD) - Stock Price, News & Analysis

DHERD Stock Overview

Delivery Hero SE offers online food ordering and delivery services.

DHERD fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	5/6
Past Performance	0/6
Financial Health	1/6
Dividends	0/6

Rewards

Trading at 74.3% below our estimate of its fair value

Earnings are forecast to grow 91.78% per year

Risk Analysis

Shares are highly illiquid

Shareholders have been diluted in the past year

Delivery Hero SE Competitors

Greggs

LSE:GRG

UK£2.8b

Mitchells & Butlers

LSE:MAB

UK£1.5b

SSP Group

LSE:SSPG

UK£1.6b

Deliveroo

LSE:ROO

UK£2.1b

Price History & Performance

Summary of all time highs, changes and price drops for Delivery Hero
Historical stock prices
Current Share Price	€30.06
52 Week High	€43.49
52 Week Low	€15.74
Beta	1.15
1 Month Change	-6.02%
3 Month Change	31.47%
1 Year Change	-24.03%
3 Year Change	-71.42%
5 Year Change	-26.95%
Change since IPO	7.92%

Recent updates

Shareholder Returns

	DHERD	GB Hospitality	GB Market
7D	12.2%	2.7%	2.3%
1Y	-24.0%	-2.2%	5.5%

Return vs Industry: DHERD underperformed the UK Hospitality industry which returned -2.2% over the past year.

Return vs Market: DHERD underperformed the UK Market which returned 5.5% over the past year.

Price Volatility

Is DHERD's price volatile compared to industry and market?
DHERD volatility
DHERD Average Weekly Movement	n/a
Hospitality Industry Average Movement	4.2%
Market Average Movement	4.9%
10% most volatile stocks in GB Market	11.3%
10% least volatile stocks in GB Market	2.6%

Stable Share Price: DHERD's share price has been volatile over the past 3 months.

Volatility Over Time: Insufficient data to determine DHERD's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
2011	44,612	L. Oestberg	www.deliveryhero.com

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

Delivery Hero SE Fundamentals Summary

How do Delivery Hero's earnings and revenue compare to its market cap?
DHERD fundamental statistics
Market cap	€8.75b
Earnings (TTM)	-€2.30b
Revenue (TTM)	€9.94b

0.9x

P/S Ratio

-3.8x

P/E Ratio

Is DHERD overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DHERD income statement (TTM)
Revenue	€9.94b
Cost of Revenue	€6.97b
Gross Profit	€2.97b
Other Expenses	€5.27b
Earnings	-€2.30b

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Aug 29, 2024

Earnings per share (EPS)	-8.40
Gross Margin	29.90%
Net Profit Margin	-23.11%
Debt/Equity Ratio	316.1%

How did DHERD perform over the long term?

See historical performance and comparison

DHERD Stock Overview

Rewards

Risk Analysis

Delivery Hero SE Competitors

LSE:GRG

UK£2.8b

LSE:MAB

UK£1.5b

LSE:SSPG

UK£1.6b

LSE:ROO

UK£2.1b

Price History & Performance

Recent News & Updates

Full year 2023 earnings released: €8.57 loss per share (vs €11.28 loss in FY 2022)

Full year 2023 earnings released: €8.57 loss per share (vs €11.21 loss in FY 2022)

Forecast to breakeven in 2026

Sachem Head Capital Management Acquires Stake in Delivery Hero

The Competition and Consumer Commission of Singapore Raises Potential Worries on Possible Deal Between Grab and Foodpanda

Delivery Hero, Uber Eats Reportedly Fail to Reach Deal on Foodpanda Biz

Recent updates

Full year 2023 earnings released: €8.57 loss per share (vs €11.28 loss in FY 2022)

Full year 2023 earnings released: €8.57 loss per share (vs €11.21 loss in FY 2022)

Forecast to breakeven in 2026

Sachem Head Capital Management Acquires Stake in Delivery Hero

The Competition and Consumer Commission of Singapore Raises Potential Worries on Possible Deal Between Grab and Foodpanda

Delivery Hero, Uber Eats Reportedly Fail to Reach Deal on Foodpanda Biz

Delivery Hero Terminates Talks on Potential Sale of Foodpanda Business in Southeast Asia

Delivery Hero Says Talks Over Potential Sale of Southeast Asia Business Continue

Forecast to breakeven in 2026

New minor risk - Shareholder dilution

New minor risk - Profitability

Forecast to breakeven in 2026

New minor risk - Profitability

No longer forecast to breakeven

Delivery Hero SE to Report Fiscal Year 2023 Results on Apr 25, 2024

Delivery Hero in Talks to Sell Part of Foodpanda Business

Delivery Hero in Talks to Sell Part of Foodpanda Business

First half 2023 earnings released: €3.04 loss per share (vs €5.75 loss in 1H 2022)

Delivery Hero SE (XTRA:DHER) acquired the remaining 37% stake in HungerStation, Ltd. for approximately €270 million.

Now 22% undervalued

Full year 2022 earnings released: €11.21 loss per share (vs €4.48 loss in FY 2021)

Delivery Hero SE (XTRA:DHER) completed the acquisition of Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V.

Delivery Hero SE to Report Q3, 2023 Results on Nov 09, 2023

Forecast to breakeven in 2025

First half 2022 earnings released: €5.64 loss per share (vs €3.84 loss in 1H 2021)

Delivery Hero SE (XTRA:DHER) completed the acquisition of Glovoapp23, S.L. from a number of shareholders.

Full year 2021 earnings released: €4.48 loss per share (vs €7.03 loss in FY 2020)

An unknown buyer acquired an unknown minority stake in Rappi S.A.S. for $150 million from Delivery Hero SE (XTRA:DHER).

Delivery Hero Scales Down Foodpanda Germany to Berlin-Based Innovation Hub and Announces the Planned Divestiture of Foodpanda Japan

First half 2021 earnings released: €3.84 loss per share (vs €2.24 loss in 1H 2020)

Affinity Equity Partners, GS Retail Co., Ltd. (KOSE:A007070) and Permira Advisers Ltd. signed an agreement to acquire Delivery Hero Korea Ltd from Delivery Hero SE (XTRA:DHER) for an enterprise value of KRW 800 million.

Delivery Hero SE (XTRA:DHER) acquired 5.1% stake in Deliveroo plc (LSE:ROO).

iFood.com Agência de Restaurantes Online S.A. completed the acquisition of 51% stake in Domicilios.com.

Glovoapp23, S.L. entered into an agreement to acquire Operations in Bosnia Herzegovina, Bulgaria, Croatia, Montenegro, Romania, and Serbia from Delivery Hero SE (XTRA:DHER) for €170 million.

Delivery Hero SE Announces the Launch of the Delivery Hero Tech Academy

Full year 2020 earnings released: €7.00 loss per share (vs €3.62 loss in FY 2019)

Delivery Hero Provides Revenue Guidance for 2021

Delivery Hero SE (XTRA:DHER) completed the acquisition of 87% stake in Woowa Brothers Corp. from NAVER Corporation (KOSE:A035420), Goldman Sachs Group, Merchant Banking Division, Sequoia Capital, GIC Pte. Ltd. and Hillhouse Capital Management, Ltd.

Delivery Hero SE to Report Q3, 2021 Results on Nov 11, 2021

Delivery Hero SE has completed a Follow-on Equity Offering in the amount of €1.246471 billion.

New 90-day high: €137

Delivery Hero SE to Receive Regulatory Approval for Its Joint Venture with Woowa Brothers Corp

New 90-day high: €117

Delivery Hero SE (XTRA:DHER) reached an agreement to acquire 7.5% stake in Glovoapp23, S.L. from Amrest Sas for €76.2 million.

Delivery Hero SE (XTRA:DHER) completed the acquisition of Operations of Glovo in Peru, Ecuador, Costa Rica, Honduras and Guatemala for €230 million.

Delivery Hero SE (XTRA:DHER) acquired an unknown minority stake in MOVO Miau Miau Internacional, SL for €13 million.

Delivery Hero SE (XTRA:DHER) acquired InstaShop Ltd.

Shareholder Returns

Price Volatility

About the Company

Delivery Hero SE Fundamentals Summary

0.9x

-3.8x

Earnings & Revenue