Delivery Hero: Full-Year Targets Raised Again, Uber Takeover Progresses
Delivery Hero’s third-quarter trading update included like-for-like gross merchandise value growth of 14% and revenue growth of 22%. Shares were flat intraday on Oct. 28.
Delivery Hero’s third-quarter trading update included like-for-like gross merchandise value growth of 14% and revenue growth of 22%. Shares were flat intraday on Oct. 28.
Delivery Hero has a dominant position in Middle Eastern countries, which have favorable underlying fundamentals, including low wages and less price-sensitive consumers.
Competition in Delivery Hero’s Asian and European markets is intense as well-capitalized delivery-led peers continue to capture significant share
Metric | DHER | DASH | UBER |
|---|---|---|---|
Price/Earnings (Normalized) | 93.05 | 66.83 | 23.70 |
Price/Book Value | 9.11 | 7.02 | 5.10 |
Price/Sales | 0.75 | 4.46 | 2.53 |
Price/Cash Flow | 50.61 | 22.56 | 15.48 |
Metric | DHER | DASH | UBER |
|---|---|---|---|
Quick Ratio | 0.87 | 1.16 | 1.00 |
Current Ratio | 1.07 | 1.46 | 1.23 |
Interest Coverage | −0.37 | — | 9.36 |
Metric | DHER | DASH | UBER |
|---|---|---|---|
Return on Assets (Normalized) | 2.92% | 11.95% | 10.00% |
Return on Equity (Normalized) | 18.54% | 23.13% | 23.86% |
Return on Invested Capital (Normalized) | 8.97% | 16.36% | 14.88% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Amazon.com Inc AMZN | LOCK|W@b&VF# | LOCK|tBD | $3T | |||
| Alibaba Group Holding Ltd ADR BABA | LOCK|M$B!>>< | LOCK|R@B | $238B | |||
| PDD Holdings Inc ADR PDD | LOCK|cT@JQK | LOCK|vdlT | $110B | |||
| DoorDash Inc Ordinary Shares - Class A DASH | LOCK|r<$$Fh | LOCK|lP$Zm | $75B | |||
| MercadoLibre Inc MELI | LOCK|?>#X%zmx | LOCK|lTh | $75B | |||
| eBay Inc EBAY | LOCK|<Wn&P^ | LOCK|y!s&K | $53B | |||
| Sea Ltd ADR SE | LOCK|Mc$nZ&> | LOCK|xV$&> | $46B | |||
| JD.com Inc ADR JD | LOCK|hT%Hd#s | LOCK|>?!& | $38B | |||
| Coupang Inc Ordinary Shares - Class A CPNG | LOCK|DFZ^#@^ | LOCK|TTyJ | $27B | |||
| Wayfair Inc Class A W | LOCK|<&G<@W@ | LOCK|M#& | $15B |