Morningstar

Deliveroo PLC ROO

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Stock XLON Rating as of
GBX 155.00 −0.10 (0.06%)
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As of Delayed Price Closed

Company Report

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Deliveroo: Promising Outlook Amid Competitive Challenges

Ioannis Pontikis

Deliveroo is a food delivery company focused on logistics with a number-two or -three position, and we believe it's well positioned to benefit from the structural trend of increasing digitization of food delivery orders. A combination of a strong brand (high order frequency), exceptional service levels (leading average delivery times), strong and profitable market positions in key cities (70% market share in London with low-double-digit gross profit margin), a favorable restaurant mix (majority of restaurants are independents), low capital intensity, and an untapped addressable market underpin Deliveroo’s investment thesis.

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Price vs Fair Value

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ROO is trading at a 893% premium.
Price
GBX 155.10
Fair Value
GBX 767.00
Uncertainty
Very High
1-Star Price
GBX 192.69
5-Star Price
GBX 69.10
Economic Moat
Hbvx
Capital Allocation
Bgdrbrk

Bulls Say, Bears Say

Bulls

Deliveroo can be an attractive acquisition target for a strategic buyer with plans to expand in Europe or as part of industrywide consolidation efforts.

Bears

Competition in some of the core markets is intense as well-capitalized marketplace and delivery-led peers continue to capture significant market share and increase customer acquisition costs.

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News

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Trading Information

Previous Close Price
GBX 155.10
Day Range
GBX 154.20–157.20
52-Week Range
GBX 108.00–166.20
Bid/Ask
GBX 140.00 / GBX 200.00
Market Cap
GBX 256.21 Bil
Volume/Avg
1.3 Mil / 2.1 Mil

Key Statistics

Price/Earnings (Normalized)
47.65
Price/Sales
1.27
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield
11.92%

Company Profile

Deliveroo, is an online food delivery platform connecting consumers and local restaurants to enable quick and easy ordering and delivery. The company operates in 11 countries/regions in more than 800 towns and cities, and is headquartered in the United Kingdom, with a portfolio of over 140,000 restaurants globally. To enable delivery for the restaurants, Deliveroo has about 180,000 riders worldwide. The company generates revenue through a combination of commissions, user fees, restaurant sign-up fees and packaging sales.
Sector
Consumer Cyclical
Industry
Internet Retail
Stock Style Box
Mid Core
Total Number of Employees
3,630
Website
https://corporate.deliveroo.co.uk

Competitors

Valuation

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Metric
ROO
DASH
TKWY
Price/Earnings (Normalized)
 47.65106.12—
Price/Book Value
 7.558.200.49
Price/Sales
 1.275.950.55
Price/Cash Flow
 19.4939.6918.13
Price/Earnings
ROO
DASH
TKWY

Financial Strength

Metric
ROO
DASH
TKWY
Quick Ratio
 1.811.351.36
Current Ratio
 1.921.641.50
Interest Coverage
 7.41—−20.64
Quick Ratio
ROO
DASH
TKWY

Profitability

Metric
ROO
DASH
TKWY
Return on Assets (Normalized)
 8.96%4.98%−3.01%
Return on Equity (Normalized)
 25.09%7.88%−5.05%
Return on Invested Capital (Normalized)
 10.97%5.31%−3.17%
Return on Assets
ROO
DASH
TKWY

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