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Delivery Hero SE
OTC:DLVHF

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Delivery Hero SE
OTC:DLVHF
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Price: 19.56 USD Market Closed
Market Cap: $5.6B

Gross Margin

25.5%
Current
Declining
by 2.5%
vs 3-y average of 28%

Gross Margin shows how much money a company keeps from each dollar of sales after paying for the products it sells. It tells how profitable the company`s core business is before other expenses.

Gross Margin
25.5%
=
Gross Profit
€3.4B
/
Revenue
€13.4B

Gross Margin shows how much money a company keeps from each dollar of sales after paying for the products it sells. It tells how profitable the company`s core business is before other expenses.

Gross Margin
25.5%
=
Gross Profit
$3.4B
/
Revenue
€13.4B

Peer Comparison

Country Company Market Cap Gross
Margin
DE
Delivery Hero SE
XETRA:DHER
4.5B EUR
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NL
Prosus NV
AEX:PRX
92.7B EUR
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US
Amazon.com Inc
NASDAQ:AMZN
2.2T USD
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ZA
Naspers Ltd
JSE:NPN
667.3B ZAR
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CN
Alibaba Group Holding Ltd
NYSE:BABA
299.3B USD
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CN
PDD Holdings Inc
NASDAQ:PDD
145.1B USD
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UY
MercadoLibre Inc
BMV:MELIN
1.5T MXN
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AR
Mercadolibre Inc
NASDAQ:MELI
87.3B USD
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CN
Meituan
HKEX:3690
514.6B HKD
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US
DoorDash Inc
NASDAQ:DASH
65.2B USD
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CN
JD.Com Inc
HKEX:9618
359.3B HKD
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Market Distribution

Lower than 75% of companies in Germany
Percentile
25th
Based on 3 457 companies
25th percentile
25.5%
Low
-5 776.5% — 29.1%
Typical Range
29.1% — 60.9%
High
60.9% — 184.7%
Distribution Statistics
Germany
Min -5 776.5%
30th Percentile 29.1%
Median 44.6%
70th Percentile 60.9%
Max 184.7%

Delivery Hero SE
Glance View

Founded in 2011, Delivery Hero SE has rapidly evolved into a formidable force within the global food delivery sector, spearheading innovation and connecting millions of consumers with their favorite meals. Operating in over 50 countries, the company has transformed the way people access restaurant services by providing an efficient, digital-first platform. At its core, Delivery Hero bridges the gap between consumer cravings and restaurant offerings through a robust technological ecosystem. This ecosystem includes a user-friendly app enabling customers to browse menus, place orders, and pay instantly. Delivery Hero’s technology seamlessly integrates with a vast network of partnered restaurants, ensuring diversity in culinary options and expediting the ordering process. Revenue for Delivery Hero is primarily generated through commission fees charged to partner restaurants for each order processed via their platform, complemented by delivery service fees paid by customers. Additionally, the company explores subscription models offering exclusive promotions and free delivery for a recurring fee. Delivery Hero continuously invests in last-mile delivery infrastructure, often employing a blend of employed couriers and independent contractors to ensure rapid and reliable service. By focusing on operational efficiency and expanding its delivery reach, the company seeks not only to enhance customer satisfaction but also to drive long-term profitability amid a competitive and dynamically evolving food delivery landscape.

DLVHF Intrinsic Value
23.63 USD
Undervaluation 17%
Intrinsic Value
Price $19.56
What is Gross Margin?
Gross Margin shows how much money a company keeps from each dollar of sales after paying for the products it sells. It tells how profitable the company`s core business is before other expenses.
How is Gross Margin calculated?

Gross Margin is calculated by dividing the Gross Profit by the Revenue.

Gross Margin
25.5%
=
Gross Profit
€3.4B
/
Revenue
€13.4B
What is Delivery Hero SE's current Gross Margin?

The current Gross Margin for Delivery Hero SE is 25.5%, which is below its 3-year median of 28%.

How has Gross Margin changed over time?

Over the last 3 years, Delivery Hero SE’s Gross Margin has increased from 22.8% to 25.5%. During this period, it reached a low of 22.8% on Jun 30, 2022 and a high of 29.9% on Dec 31, 2023.

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