ROO P/S - Deliveroo PLC

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Price: 179.8 GBX Market Closed

Market Cap: 2.8B GBP

19%

More Expensive

Price to Sales (P/S) ratio shows how much investors pay for each dollar of a company`s sales. It`s calculated by dividing the company`s market value by its total revenue.

P/S

Market Cap

GBX2.7B

Revenue

£2.1B

Price to Sales (P/S) ratio shows how much investors pay for each dollar of a company`s sales. It`s calculated by dividing the company`s market value by its total revenue.

P/S

Market Cap

GBX2.7B

Revenue

£2.1B

Valuation Scenarios

If P/S returns to its 3-Year Average (0), the stock would be worth GBX151.46 (16% downside from current price).

Positive Scenarios

1/4

Maximum Downside

-67%

Maximum Upside

+63%

Average Downside

Scenario	Implied Price	Upside/Downside
Current Multiple	GBX179.8	0%
3-Year Average	GBX151.46	-16%
5-Year Average	GBX151.04	-16%
Industry Average	GBX59.61	-67%
Country Average	GBX292.59	+63%

Forward P/S
Today’s price vs future revenue

Today's Market Cap		Revenue		Forward P/S
GBX2.7B	/	Jul 2025 £2.1B	=	0 Current
GBX2.7B	/	Dec 2025 £2.2B	=	1.2 Forward
GBX2.7B	/	Dec 2026 £2.4B	=	1.1 Forward
GBX2.7B	/	Dec 2027 £2.6B	=	1 Forward

Forward P/S shows whether today’s P/S still looks high or low once future revenue are taken into account.

Peer Comparison

All Multiples

P/S

P/E

Forward Multiples

			Market Cap	P/S	P/E
UK		Deliveroo PLC LSE:ROO	2.7B GBP	0	-1.5
US		Amazon.com Inc NASDAQ:AMZN	2.6T USD	3.7	33.4
ZA	N	Naspers Ltd JSE:NPN	835.4B Zac	0	0
CN		Alibaba Group Holding Ltd NYSE:BABA	394.6B USD	2.7	21.9
CN		PDD Holdings Inc NASDAQ:PDD	151.6B USD	2.5	10.3
NL		Prosus NV AEX:PRX	124.5B EUR	21.2	10.8
UY		MercadoLibre Inc BMV:MELIN	1.8T MXN	4	50.5
AR		Mercadolibre Inc NASDAQ:MELI	104.7B USD	4	50.4
US	D	DoorDash Inc NASDAQ:DASH	87.7B USD	6.9	101.6
CN		Meituan HKEX:3690	600.1B HKD	1.5	-268.6
CN		JD.Com Inc HKEX:9618	358B HKD	0.2	10

				Revenue Growth	P/S to Growth
UK		Deliveroo PLC LSE:ROO	Average P/S: 4.7 0	8%	0
US		Amazon.com Inc NASDAQ:AMZN	3.7	12%	0.3
ZA	N	Naspers Ltd JSE:NPN	Not Available	22%	N/A
CN		Alibaba Group Holding Ltd NYSE:BABA	2.7	9%	0.3
CN		PDD Holdings Inc NASDAQ:PDD	2.5	13%	0.2
NL		Prosus NV AEX:PRX	21.2	27%	0.8
UY		MercadoLibre Inc BMV:MELIN	4	30%	0.1
AR		Mercadolibre Inc NASDAQ:MELI	4	30%	0.1
US	D	DoorDash Inc NASDAQ:DASH	6.9	27%	0.3
CN		Meituan HKEX:3690	1.5	13%	0.1
CN		JD.Com Inc HKEX:9618	0.2	9%	0

				Earnings Growth	PEG
UK		Deliveroo PLC LSE:ROO	Average P/E: 36.1 Negative Multiple: -1.5	336%	N/A
US		Amazon.com Inc NASDAQ:AMZN	33.4	22%	1.5
ZA	N	Naspers Ltd JSE:NPN	Not Available	2%	N/A
CN		Alibaba Group Holding Ltd NYSE:BABA	21.9	17%	1.3
CN		PDD Holdings Inc NASDAQ:PDD	10.3	10%	1
NL		Prosus NV AEX:PRX	10.8	3%	3.6
UY		MercadoLibre Inc BMV:MELIN	50.5	32%	1.6
AR		Mercadolibre Inc NASDAQ:MELI	50.4	32%	1.6
US	D	DoorDash Inc NASDAQ:DASH	101.6	162%	0.6
CN		Meituan HKEX:3690	Negative Multiple: -268.6	2%	N/A
CN		JD.Com Inc HKEX:9618	10	10%	1

Market Distribution

Min	0
30th Percentile	0
Median	0
70th Percentile	0
Max	767.5

Other Multiples

View Details

Deliveroo PLC
Glance View

Market Cap

2.8B GBX

Industry

Retail

Deliveroo PLC, born in the vibrant tech environment of London in 2013, was the brainchild of Will Shu, an American entrepreneur who saw an untapped potential in the city’s food delivery sector. With a sharp focus on bridging the gap between burgeoning demand for convenience and the array of culinary delights offered by local restaurants, Deliveroo crafted a sophisticated logistics platform. This platform emphasizes efficiency and speed, leveraging advanced algorithms to connect hungry customers with a wide range of restaurant options. Through its distinct teal branding, Deliveroo quickly became synonymous with food delivery, offering everything from casual takeout to gourmet dining at the click of a button, thus enhancing the customer experience in the food service domain. The company's business model hinges on a three-sided marketplace: customers, delivery riders, and restaurant partners. Deliveroo charges a commission from partner restaurants for delivering their meals, a fee that is typically a percentage of the order value, allowing them to benefit from each transaction processed through their platform. Additionally, customers are charged a delivery fee, contributing further to the revenue stream. Moreover, Deliveroo diversifies its income through various subscription services, such as the "Deliveroo Plus" membership, which offers benefits like free delivery on eligible orders. This innovative model harnesses technology to match demand and supply dynamically, securing a pivotal role in the gig economy and transforming how modern city dwellers approach mealtime logistics.

View ROO Analysis

ROO Intrinsic Value

Undervaluation 12%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Deliveroo PLC
LSE:ROO

P/S

Valuation Scenarios

Forward P/S
Today’s price vs future revenue

Peer Comparison

Market Distribution

Other Multiples

Deliveroo PLC
Glance View

See Also

Company

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52 Week Range	113.1 179.8
Price Target

Deliveroo PLC LSE:ROO

P/S

Valuation Scenarios

Forward P/S Today’s price vs future revenue

Peer Comparison

Market Distribution

Other Multiples

Deliveroo PLC Glance View

See Also

Company

Help

Tools

Stocks

Deliveroo PLC
LSE:ROO

Forward P/S
Today’s price vs future revenue

Deliveroo PLC
Glance View