Added to YB: 2025-07-10
Pitch date: 2025-07-08
DHER.DE [bullish]
Delivery Hero SE
-30.47%
current return
Author Info
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Company Info
Delivery Hero SE provides online food ordering, quick commerce, and delivery services. The company also offers advertising services.
Market Cap
EUR 4.9B
Pitch Price
EUR 23.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.40
P/E
-8.62
EV/Sales
0.51
Sector
Hotels, Restaurants and Leisure
Category
growth
Show full summary:
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.
Read full article (3 min)