Added to YB: 2025-02-18
Pitch date: 2025-02-14
DHER.DE [neutral]
Delivery Hero SE
-28.05%
current return
Author Info
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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 30.62
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
Delivery Hero (DHER) MENA strength helps push Q4 above expectations
DHER.DE (overview): Q4 GMV +16% YoY, beats by 4%. MENA +42%, Europe steady, Asia/Americas challenged. FY adj EBITDA ~€750M. 2024 guide: GMV +8-10%, rev +17-19%. FCF guide low. €1B convertible bond buyback via Talabat IPO. 2025 outlook unchanged. 11x fwd EV/EBITDA vs 12x avg suggests limited upside.
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