Predictions
Delivery Hero SE
Start price
Target price
Perf. (%)
€47.48
20.02.22
20.02.22
€33.00
23.03.22
23.03.22
-17.88%
24.03.22
24.03.22
Known brand
Future proof or reliable business model
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Delivery Hero SE
Start price
Target price
Perf. (%)
€65.92
05.02.22
05.02.22
-
05.02.23
05.02.23
-15.78%
06.02.23
06.02.23
Could be worthwhile Investment >10% per year
Nemetschek SE
Start price
Target price
Perf. (%)
€82.34
01.02.22
01.02.22
€100.00
19.03.24
19.03.24
5.93%
09.03.24
09.03.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
United Internet
Start price
Target price
Perf. (%)
€34.28
28.01.22
28.01.22
€38.00
28.01.23
28.01.23
-42.07%
10.12.22
10.12.22
Could be worthwhile Investment >10% per year
Nemetschek SE
Start price
Target price
Perf. (%)
€114.40
28.12.21
28.12.21
€125.00
28.12.22
28.12.22
-18.04%
08.01.22
08.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€108.95
09.12.21
09.12.21
€125.00
09.12.22
09.12.22
-39.50%
05.02.22
05.02.22
Could be worthwhile Investment >10% per year
Scout24 AG
Start price
Target price
Perf. (%)
€59.78
09.12.21
09.12.21
€65.00
09.12.22
09.12.22
-14.35%
10.12.22
10.12.22
Could be worthwhile Investment >10% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€115.00
25.11.21
25.11.21
-
25.11.22
25.11.22
-64.95%
26.11.22
26.11.22
Lower EBIT Margin than peer group
Probably not worthwhile Investment
Revenue decline/stagnation expected
overvalued
Delivery Hero SE
Start price
Target price
Perf. (%)
€127.40
22.11.21
22.11.21
€195.00
22.11.22
22.11.22
-14.48%
09.12.21
09.12.21
Could be worthwhile Investment >10% per year
Nemetschek SE
Start price
Target price
Perf. (%)
€112.05
17.11.21
17.11.21
€120.00
17.11.22
17.11.22
-33.42%
20.02.22
20.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
High valuation
Nemetschek SE
Start price
Target price
Perf. (%)
€111.00
07.11.21
07.11.21
€115.00
07.11.22
07.11.22
3.06%
09.11.21
09.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
High valuation
Delivery Hero SE
Start price
Target price
Perf. (%)
€131.50
06.09.21
06.09.21
€125.00
06.09.22
06.09.22
-17.72%
09.10.21
09.10.21
Could be worthwhile Investment >10% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€116.20
23.08.21
23.08.21
-
23.08.22
23.08.22
-58.89%
24.08.22
24.08.22
Could be worthwhile Investment >10% per year
Very small cyclical dependencies
Future proof or reliable business model
Revenue growth >5% per year expected
United Internet
Start price
Target price
Perf. (%)
€37.08
23.08.21
23.08.21
-
23.08.22
23.08.22
-6.77%
20.09.21
20.09.21
Risky Investment
Delivery Hero SE
Start price
Target price
Perf. (%)
€129.05
10.08.21
10.08.21
€105.00
10.08.22
10.08.22
-9.61%
13.08.21
13.08.21
Known brand
Probably not worthwhile Investment
High valuation
Higher risks for its business
Nemetschek SE
Start price
Target price
Perf. (%)
€75.60
28.07.21
28.07.21
€80.00
28.07.22
28.07.22
4.76%
16.08.21
16.08.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
High valuation