Added to YB: 2026-03-26
Pitch date: 2026-03-24
DHER.DE [neutral]
Delivery Hero SE
-1.69%
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 16.00
Price Target
21.10 (+33%)
Dividend
N/A
EV/EBITDA
13.40
P/E
-8.62
EV/Sales
0.51
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Show full summary:
KEDM Lite Vol. 7 - Delivery Hero (DHER GR)
DHER.DE (update): Activists (Aspex, Broad Peak, PSquared) push strategic review. Dec announced asset sales. March sold Taiwan Foodpanda to Grab for $600M (vs $7B EV), highlighting hidden value. Korean unit Baedal Minjok highly valuable. Target ~35% upside at peer multiples via disposals/breakup.
Read full article (1 min)