Delivery Hero SE (DELHY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $12.8B
Delivery Hero SE
DELHY · US
Fair value as of: Jun 24, 2026
From 9 valuation models · updated 6 days ago
Fair value updated Jun 24, 2026 — revised from $2.47 to $2.45 (−0.8%) since Jun 23, 2026. Share price −4.2% over the past month.
Price vs Fair Value (12 months)
12‑month range $1.68 – $4.52 · fair‑value band $1.84 – $3.06 · the $4.04 price screens above the $2.45 fair value. As of Jun 24, 2026.
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Delivery Hero SE (DELHY) currently trades at $4.04, while our model-based Fair Value estimate is $2.45 — implying the stock looks roughly 39.4% overvalued today. We read business quality at 93/100 (high quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).
Over the trailing twelve months, Delivery Hero SE generated revenue of $14.1B at a net margin of -5.6%. Revenue grew 10.1% year over year. It earns a return on equity of -31.0%. Net debt stands at $2.5B. Fundamentals as of Jun 24, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
Delivery Hero SE provides online food ordering, quick commerce, and delivery services. The company also offers advertising services. It operates in approximately 70 countries across Asia, the Middle East, Africa, Europe, and Latin America. Delivery Hero SE was founded in 2011 and is headquartered in Berlin, Germany.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Delivery Hero SE reported revenue of $13.5B in FY2025 versus $5.9B in FY2021, a compound +23.2%/yr. Reported net income was −$752M in FY2025.
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Recent news
- Delivery Hero SE Concludes 2026 Annual General Meeting; All Proposed Resolutions Approved
- Forget SpaceX: Redditors Think This Asian Stock Has 10X Potential
- Sector Update: Consumer Stocks Mixed in Afternoon Trading
- Update: Market Chatter: Uber's Delivery Hero Pursuit Faces Challenge From Saudi Startup
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.