Emerging Value

Emerging Value

Emerging Markets

Delivery Hero

Food delivery undervalued versus peers

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Emerging Value
Aug 14, 2025
∙ Paid

Delivery Hero is a food delivery company listed in Germany with the vast majority of earnings coming from Emerging markets of Asia. It trades under 1 times price to sales, compared to 3-6 for competitors like Grab or Uber.

Here I will present a quick article about the potential opportunity.

  • Share Price: 23.30 EUR

  • ETR: DHER (Germany)

  • Market Capitalisation: 6…

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