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Delivery Hero DHER.DE

Germany Consumer Cyclical
3.6/10
AI Analyst score
36.48 EUR
Last price at analysis date · analyst target 38.62 (+5.9%)
+43.4% (1 year)
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🟡 HOLD — Hold only if the Uber acquisition is confirmed; balance sheet risk and high valuation discourage new positions.

Delivery Hero SE is a global online food delivery platform that connects consumers with restaurants and stores through its online marketplace and delivery services. Delivery Hero shows revenue growth of 12.70% and strong momentum (9.3), but its financial health is very weak (Net Debt/EBITDA of 18.15) and its valuation is demanding (forward P/E 47.47). The potential acquisition by Uber for $14.8 billion is the main catalyst, although regulatory risk and extreme leverage limit the appeal.

Financial health
1.2
Quality / Moat
3.2
Valuation
2.8
Growth
7.2
Dividend
1.5
Momentum
9.3
Risk & Context
2.2

Detailed metrics

Market and fundamental data as of the analysis date.

💵 Valuation
P/EN/D
Fwd P/E47.47
EV/EBITDA96.46
P/B9.15
P/S0.75
PEGN/D
Market cap11.18 B EUR
Enterprise value13.89 B EUR
🏰 Quality and moat
ROIC (approx.)-4.7%
Gross margin23.19%
FCF conversion423%
Operating margin-2.05%
📈 Profitability and margins
ROE-37.82%
ROA-0.43%
Net margin-5.22%
FCF609.4 M EUR
FCF yield5.45%
🏦 Solvency and liquidity
Total debt5.31 B EUR
Net debt2.61 B EUR
Cash2.70 B EUR
EBITDA144.0 M EUR
Net debt / EBITDA18.15
D/E387.58
Current ratio1.07
Quick ratio0.89
🚀 Growth
Revenue growth12.70%
Earnings growthN/D
EPS (TTM)-2.56 EUR
EPS (Fwd)0.77 EUR
💰 Dividend and risk
Dividend yield0.00%
Payout0.0%
Beta1.86
Analyst consensusnone (13)
Target price38.62 EUR
52-week range14.80 EUR – 39.83 EUR
⚠️ Main risk: Extreme leverage (Net Debt/EBITDA of 18.15) and dependence on regulatory approval of the Uber acquisition, which could fail or impose conditions that erode shareholder value.
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Full AI report

Generated automatically from the metrics, the macro context and the company's news.

Delivery Hero SE is a global online food delivery platform that connects consumers with restaurants and stores through its online marketplace and delivery services. Delivery Hero shows revenue growth of 12.70% and strong momentum (9.3), but its financial health is very weak (Net Debt/EBITDA of 18.15) and its valuation is demanding (forward P/E 47.47). The potential acquisition by Uber for $14.8 billion is the main catalyst, although regulatory risk and extreme leverage limit the appeal.

Score by category

CategoryScore
Financial health1.2
Quality / Moat3.2
Valuation2.8
Growth7.2
Dividend1.5
Momentum9.3
Risk & Context2.2

OVERALL SCORE: 3.6/10

Context and risks

Moderate regulatory risk in Germany due to the Uber acquisition, which could face antitrust scrutiny in the EU. High revenue concentration in emerging markets (Asia, Middle East) adds geopolitical and currency risk.

News considered in the analysis

  • Delivery Hero CEO Niklas Östberg to stay amid Uber takeover — La continuidad del CEO reduce la incertidumbre de gestión durante el proceso de adquisición, un factor moderadamente positivo.
  • Delivery Hero Cancels CEO Exit Plans Due to Uber’s $14.8 Billion Takeover Bid — La cancelación de la salida del CEO es una señal de estabilidad y compromiso con la operación de Uber, lo que refuerza la confianza en el proceso.
  • The Real Reason Uber Won’t Complete Its Grab Takeover — Noticia sobre Uber y Grab, sin impacto directo en Delivery Hero.
  • Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends — Comparativa genérica sin información nueva sobre Delivery Hero.
  • Beyond Rides: How Uber Technologies (UBER) Is Building a Global Delivery and AV Powerhouse? — Artículo de análisis sobre Uber, sin impacto directo en Delivery Hero.

Verdict: Hold only if the Uber acquisition is confirmed; balance sheet risk and high valuation discourage new positions.

Main risk: Extreme leverage (Net Debt/EBITDA of 18.15) and dependence on regulatory approval of the Uber acquisition, which could fail or impose conditions that erode shareholder value.

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Automatically generated analysis from fundamental, market and news data. Not personalised financial advice — a research tool, not an individual recommendation. Past performance does not guarantee future results. Last update of this analysis: 2026-09-28. Legal notice, privacy & cookies.