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Posted by
Two Blokes May 1 -
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Stock
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The stock trades at an attractive valuation of less than 1x price-to-sales and 0.16x price-to-GMV, despite being adjusted–EBITDA positive and growing at double-digit rates annually. Delivery Hero's current market capitalization is close to the value of its 80% stake in UAE-based Talabat alone, which suggests significant undervaluation of the rest of the business. In 2024, DHERO achieved $700MM in EBITDA and $100MM in FCF. For 2025, the company is guiding towards $1B in EBITDA and $200MM in FCF.
