Subscribe

Delivery Hero SE (DHER.DE)

EUR36.56 -0.41 (-1.11%)
DE XETRA Consumer Cyclical Specialty Retail
Address Oranienburger Strasse 70 10117
Berlin, BE, DE
CEO L. Niklas Oestberg
IPO 2017-06-30
ISIN DE000A2E4K43

Explore sections of this company profile

Also trades on Deutsche Börse · DHER.DE (EUR) Other OTC · DELHY (USD) Other OTC · DLVHF (USD)
Description

Facilitating online meal procurement and delivery, Delivery Hero SE provides digital services across a vast international footprint. This expansive reach encompasses roughly 50 nations throughout Europe, the Middle East, North Africa, Asia, and the Americas. The enterprise, which originated in 2011, has its principal corporate base located in Berlin, Germany.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
EUR36.56 -0.41 (-1.11%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.86
Float Shares
201.77M
Free Float %
66.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.18% +2.41% +80.48% +88.10% +83.98% +62.05% +51.68% +0.93% -67.13% +33.02% +33.02%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
36.56
DCF (Unlevered) 122.05 +233.8%
DCF (Levered) 73.85 +102.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 58% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 5 0
Hold 6 0
Sell 1 +1
Strong Sell 1 0
Quality scores
Altman Z-Score
1.74
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +14.4% Q4'25: +40.7% (vs Q4'23)
  • EPS growth Specialty Retail: +20.6%
    +15.5% Q4'25: +76.7% (vs Q4'23)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    -3.2% Q4'25: -6.8% (vs Q4'23)
  • EBIT margin Specialty Retail: +5.4%
    +0.6% Q4'25: +1.3% (vs Q4'23)
  • ROIC Specialty Retail: +6.5%
    +2.0% Q4'25: +8.7% (vs Q4'23)
  • Share dilution Specialty Retail: +0.1%
    +5.1% Q4'25: +13.2% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    8.71× Q4'25: 3.74× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.69) × ERP
WACC = 70% × Ke + 30% × Kd (8.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 122.05 Current price: 36.56
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
17 Rev. Ana.
10 EPS Ana.
Dec 2027
17 Rev. Ana.
9 EPS Ana.
Dec 2028
15 Rev. Ana.
8 EPS Ana.
Dec 2029
11 Rev. Ana.
6 EPS Ana.
Dec 2030
7 Rev. Ana.
6 EPS Ana.
Revenue
543.80M
est: 549.28M (-1.0%)
665.10M
est: 760.78M (-12.6%)
1.24B
est: 1.46B (-15.0%)
2.47B
est: 2.57B (-3.9%)
5.86B
est: 6.00B (-2.4%)
8.58B
est: 8.87B (-3.4%)
9.94B
est: 10.88B (-8.6%)
12.29B
est: 12.80B (-3.9%)
14.06B
est: 14.80B (-5.0%)
15.64B
14.65B – 16.83B
+5.7% YoY
17.17B
15.53B – 18.74B
+9.8% YoY
18.62B
18.56B – 18.69B
+8.5% YoY
18.89B
17.37B – 20.48B
+1.4% YoY
20.89B
19.21B – 22.65B
+10.6% YoY
EBITDA
-257.40M
est: -89.75M (-186.8%)
-198.20M
est: -517.03M (+61.7%)
-584.50M
est: 29.22M (-2,100.2%)
-1.07B
est: 564.19M (-289.7%)
-265.80M
est: 927.72M (-128.7%)
-2.01B
est: 1.27B (-258.5%)
-1.31B
est: 2.33B (-156.4%)
342.90M
est: 2.77B (-87.6%)
531.00M
est: 3.17B (-83.2%)
3.35B
3.14B – 3.60B
+5.7% YoY
3.67B
3.32B – 4.01B
+9.8% YoY
3.99B
3.97B – 4.00B
+8.5% YoY
4.04B
3.72B – 4.38B
+1.4% YoY
4.47B
4.11B – 4.85B
+10.6% YoY
EBIT
-303.30M
est: -119.41M (-154.0%)
-256.10M
est: -326.27M (+21.5%)
-546.70M
est: -410.63M (-33.1%)
-1.22B
est: -1.21B (-1.3%)
-855.10M
est: -1.98B (+56.9%)
-2.63B
est: -2.71B (+3.1%)
-1.79B
est: 2.29B (-178.2%)
-166.10M
est: -6.89B (+97.6%)
85.30M
est: 3.11B (-97.3%)
3.29B
3.08B – 3.54B
+5.7% YoY
3.61B
3.26B – 3.94B
+9.8% YoY
3.92B
3.90B – 3.93B
+8.5% YoY
3.97B
3.65B – 4.31B
+1.4% YoY
4.39B
4.04B – 4.76B
+10.6% YoY
Net Income
-345.10M
est: -366.56M (+5.9%)
-38.20M
est: -481.72M (+92.1%)
-689.90M
est: -65.07M (-960.3%)
-1.40B
est: 430.59M (-425.8%)
-1.10B
est: 708.03M (-254.9%)
-2.98B
est: -2.32B (-28.4%)
-2.30B
est: -2.25B (-2.3%)
-882.40M
est: -560.50M (-57.4%)
-782.90M
est: -132.77M (-489.6%)
-72.43M
-173.60M – 28.73M
+45.4% YoY
-27.86M
-86.60M – 265.99M
+61.5% YoY
359.40M
69.69M – 743.39M
+1,390.1% YoY
212.04M
189.91M – 235.26M
-41.0% YoY
301.63M
270.16M – 334.66M
+42.3% YoY
SGA
275.20M
est: 83.89M (+228.1%)
276.90M
est: 690.07M (-59.9%)
443.20M
est: 933.40M (-52.5%)
574.70M
est: 1.64B (-65.1%)
1.06B
est: 2.70B (-60.8%)
1.25B
est: 3.70B (-66.2%)
1.10B
est: 1.54B (-28.3%)
1.15B
est: 9.39B (-87.8%)
2.46B
est: 2.09B (+17.8%)
2.21B
2.07B – 2.38B
+5.7% YoY
2.43B
2.19B – 2.65B
+9.8% YoY
2.63B
2.62B – 2.64B
+8.5% YoY
2.67B
2.45B – 2.89B
+1.4% YoY
2.95B
2.71B – 3.20B
+10.6% YoY
EPS
-2.19
est: -1.29 (-69.8%)
-0.21
est: -1.07 (+80.4%)
-3.62
est: -2.84 (-27.3%)
-6.99
est: -3.85 (-81.7%)
-4.46
est: -5.56 (+19.8%)
-11.15
est: -6.24 (-78.7%)
-8.57
est: -8.29 (-3.4%)
-3.10
est: -1.71 (-81.6%)
-2.62
est: -0.41 (-543.2%)
-0.14
-0.58 – 0.10
+66.5% YoY
0.56
-0.29 – 0.89
+508.9% YoY
1.30
0.23 – 2.49
+133.5% YoY
0.71
0.64 – 0.79
-45.5% YoY
1.01
0.90 – 1.12
+42.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-28 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-25 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-18 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-15 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-14 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-13 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
975.96M
OE per share TTM
3.40
Owner's Yield
8.85%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1
Total invested
35.7K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1
+0 vs prev Q
New positions
0
Closed positions
0
Increased
1
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 KELLEHER FINANCIAL ADVISORS 1.3K -7.4K (-85.1%) 34.7K -215.5K (-86.1%) 0.00% -0.003 pp 0.01% -0.055 pp EUR24.41 -6.9% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
1.6K
Shares Outstanding
303.75M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
L. Niklas Oestberg Co-Founder, MD, Chief Executive Officer, Chairman of the Management Board & Member of Global Advisory Board 2M male
Lars Niklas Oestberg Co-Founder, MD, Chief Executive Officer, Chairman of the Management Board & Member of Global Advisory Board 2M male
Pieter-Jan Vandepitte Chief Operating Officer & Member of Management Board 1M male
David Pieter-Jan Vandepitte Chief Operating Officer & Member of Management Board 1M male
Marie-Anne Popp Chief Financial Officer & Member of Management Board 917.0K female
Johannes Bruder Chief Product Officer & Member of Management Board
Abdulhamid Al-Omar Chief Executive Officer Talabat male
Sigrid Dalberg-Krajewski Director of Corporate Communications
Ana Mitrasevic Chief People & Sustainability Officer female
Andrea Maria Ferraz Estrada Vice President of Investor Relations & Corporate Communications female
Benjamin Mann Chief Technology Officer male
Christoph Bast Head of Investor Relations male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits