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Delivery Hero SE: Business Overview, Financials & Competitive Analysis

Founded in 2011, Delivery Hero is an online delivery demand aggregator headquartered in Germany that operates in over 70 countries across Latin America, Asia, Europe, the Middle East, and Africa. Through its applicati...

Analyst-debate audio for Delivery Hero SE

AskCyborg analysts argue the bull and bear cases for Delivery Hero SE across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

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What's in This Report
Delivery Hero SE OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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7/ 10Strong

Cyborg Score thesis

Profitable-trajectory multinational delivery platform with improving margins trading at valuation discount to...

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Industry Internet Retail / Online Food Delivery & Quick Commerce
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 15, 2026
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Delivery Hero SE Overview

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Founded in 2011, Delivery Hero is an online delivery demand aggregator headquartered in Germany that operates in over 70 countries across Latin America, Asia, Europe, the Middle East, and Africa. Through its applications, customers can order meals, grocery items, pharmacy products, and retail goods.

Strategic Profile

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Nearly half of Delivery Hero's revenue is commission fees from merchants. CEO Niklas Östberg emphasized the company's focus on AI-driven personalization and expanded logistics capabilities as key drivers for enhancing delivery efficiency and customer experience. The company stands at a turning point: stronger operations, rising profits, and bold strategic moves aimed at finally rewarding its shareholders.

Competitive Landscape

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Delivery Hero trades at a significant discount to competitors like DASH (DoorDash). Despite a strong global presence, improving margins, and positive free cash flow, the company is deeply undervalued versus peers. Main competitors include DoorDash, Uber Eats, and regional players like Grab and Yelp Delivery.

Industry Context

Delivery Hero SE operates in Internet Retail / Online Food Delivery & Quick Commerce.

Key facts

Founded: 2011 · Headquarters: Berlin, Germany · Employees: 43,986 · Revenue: $14.6B · Market cap: $7.8B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Delivery Hero SE.

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

DoorDashLeading US food delivery platform→Uber EatsGlobal ride-sharing and delivery platform→GrabSoutheast Asian super-app with delivery services→TalabatMiddle East and North Africa delivery brand→

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Industry context

Delivery Hero SE operates in Internet Retail / Online Food Delivery & Quick Commerce. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Delivery Hero SE do?+
Founded in 2011, Delivery Hero is an online delivery demand aggregator headquartered in Germany that operates in over 70 countries across Latin America, Asia, Europe, the Middle East, and Africa. Through its applicati...
What is Delivery Hero SE's Cyborg Score?+
Delivery Hero SE has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Delivery Hero SE's main competitors?+
Named competitors include DoorDash, Uber Eats, Grab, Talabat. The full competitive landscape is in the AskCyborg report.
How can I get the full Delivery Hero SE research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Delivery Hero SE research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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