Delivery Hero: The Mayhem Is Over, Clear Road To Profitability

Robert Vink profile picture
Robert Vink


  • Delivery Hero is a company managing food delivery platforms. Technology investor Prosus owns 25% of the company.
  • Delivery Hero's recent trading update contained strong growth numbers considering hard comps.
  • The company's EBITDA margin has increased rapidly, and so cash burn is set to decrease significantly going forward.
  • Dilution and liquidity risks have lowered significantly.
  • The market has priced in significant revenue growth and margin expansion, but the company is probably set to deliver on that and more.

Gothenburg, Sweden - March 13, 2022: Foodora delivery man driving to delivery address

nrqemi/iStock Editorial via Getty Images

Delivery Hero (OTCPK:DLVHF) published their Q4 2022 trading update last week. In the beginning of 2022 I wrote about Delivery Hero; while it seemed 'undervalued' at the time, the company was under significant dilution risks.

At the time, Delivery Hero stock

This article was written by

Robert Vink profile picture
Robert Vink has graduated in Business Analytics at the VU Amsterdam, and is currently pursuing a CFA. In his articles, Robert has mostly covered underfollowed European stocks and technology / e-commerce stocks in general. Feel free to contact me on Linkedin to further discuss equities.I am open to front office job oppourtinities in finance like investment analyst, equity research analyst and investment banking analyst.

Disclosure: I/we have a beneficial long position in the shares of JTKWY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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