Added to YB: 2025-02-18
Pitch date: 2025-02-14
DHER.DE [neutral]
Delivery Hero SE
-46.9%
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 30.62
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
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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