Added to YB: 2025-07-10
Pitch date: 2025-07-08
DHER.DE [bullish]
Delivery Hero SE
-10.2%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
EUR 6.5B
Pitch Price
EUR 23.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.50
P/E
-11.52
EV/Sales
0.63
Sector
Hotels, Restaurants and Leisure
Category
growth
Portfolio update: 3x Buy - Delivery Hero SE
DHER.DE: Food delivery platform transitioning to profitability via high-margin advertising ($1.5B rev in 2023). Attractive valuation at €6.8B EV with adtech alone justifying price. Talabat stake worth ~€6B. 2025 projections: EV/EBIT 11x, EV/FCF 14x with double-digit growth. Takeover potential from 30% owner Prosus.
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