Added to YB: 2026-07-20
Pitch date: 2026-07-16
DHER.DE [neutral]
Delivery Hero SE
Author Info
No bio for this author
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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 11.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.49
P/E
-14.57
EV/Sales
1.01
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Show full summary:
3 Ideas: Two Arb Positions, One Merger Basket - Delivery Hero SE
DHER.DE (overview): UBER acquiring Delivery Hero, gaining dominance in S.Korea & EMEA markets w/ huge synergies (variable cost scales off fixed base). Risks: EC regulatory hurdles (prior JET/Prosus deal forced stake cuts) & Meituan's loss-eating share war. Deal spread ~8-10%.
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