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Deliveroo Plc Class A (GB:ROO)
:ROO
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Deliveroo plc Class A
(ROO)
Select Model
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Rating:64Neutral
Price Target:
$191.00
Deliveroo's stock score is primarily driven by its improving financial performance and positive technical indicators. However, the negative P/E ratio and lack of dividend yield present significant valuation concerns. The absence of earnings call data and corporate events means these factors do not influence the score.
Deliveroo plc Class A (ROO) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
N/A
Dividend YieldN/A
Average Volume (3M)N/A
Price to Earnings (P/E)―
Beta (1Y)N/A
Revenue Growth2.57%
EPS Growth-136.83%
CountryUK
EmployeesN/A
SectorN/A
Sector StrengthN/A
IndustryN/A
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. VolumeN/A
30 Day Avg. VolumeN/A
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Deliveroo plc Class A Business Overview & Revenue Model
Company DescriptionDeliveroo plc Class A (ROO) is a leading online food delivery company based in the United Kingdom, operating in the fast-growing sector of food technology. Founded in 2013, Deliveroo connects consumers with a variety of restaurants and food establishments through its platform, allowing users to order meals for home delivery. The company operates in several markets across Europe, the Middle East, and Asia, offering a diverse range of cuisines and dining options. Its core services include meal delivery, grocery deliveries, and partnerships with restaurants to improve their delivery capabilities.
How the Company Makes MoneyDeliveroo primarily generates revenue through a commission-based model, earning a percentage from restaurants for each order placed through its platform. This commission typically ranges from 15% to 30%, depending on the agreement with the restaurant. Additionally, Deliveroo charges delivery fees to customers, which can vary based on distance and order size. Another significant revenue stream comes from its subscription service, Deliveroo Plus, which offers customers benefits such as free delivery for a monthly fee. Partnerships with grocery stores and convenience retailers have also become an important source of income, especially with the expansion into grocery delivery services. Furthermore, Deliveroo has engaged in strategic partnerships with various brands, enhancing its market presence and revenue potential.
Deliveroo plc Class A Earnings Call Summary
Earnings Call Date:Aug 07, 2025
(Q4-2024)
| Next Earnings Date:Mar 12, 2026
Earnings Call Sentiment Positive
Deliveroo's earnings call highlighted strong financial growth and strategic milestones, including statutory profit and positive cash flow. However, challenges such as exiting the Hong Kong market and potential economic uncertainties in Europe were noted. The company remains confident in its growth plans and market opportunities.Q4-2024 Updates
Positive Updates
Record GTV and Adjusted EBITDA Growth
Deliveroo posted year-on-year GTV growth of 6% and adjusted EBITDA of £130 million, up 52% year-on-year. This reflects strong financial performance and effective cost management.
First Full Year of Statutory Profit and Positive Free Cash Flow
Deliveroo achieved a full year of statutory profit and positive free cash flow for the first time, marking a significant milestone in its financial journey.
Improvements in Customer Engagement
Orders returned to growth in 2024 with signs of improving retention and frequency trends, driven by enhanced customer value propositions (CVP) and verticals.
Successful Expansion of Grocery and Retail Segments
Grocery GTV became 16% of Group GTV in the second half of 2024, with strong double-digit growth. The retail segment also saw a significant increase in partnerships and product offerings.
Significant Progress in Delivery Efficiencies
Deliveroo reduced cost of sales by 90 basis points year-on-year through delivery efficiencies, including a 50% increase in stacked orders.
Negative Updates
Exit from Hong Kong Market
Deliveroo decided to exit the Hong Kong market due to challenges such as a highly price-sensitive user base and demographic shifts, impacting overall growth.
Uncertainty in European Markets
The company faces macroeconomic volatility and geopolitical uncertainty in Europe, which may impact future growth projections.
Potential Impact of National Living Wage and National Insurance Increases
Deliveroo anticipates potential impacts on consumer prices and demand due to upcoming increases in the National Living Wage and National Insurance in the UK.
Company Guidance
In the Deliveroo 2024 results presentation, CEO Will Shu and CFO Scilla Grimble highlighted several key financial metrics that underpin their optimism for the company's future. Deliveroo posted a 6% year-on-year growth in Gross Transaction Value (GTV) and achieved an adjusted EBITDA of £130 million, marking a 52% increase year-on-year. They also reached significant milestones by delivering a full year of statutory profit and generating positive free cash flow for the first time, amounting to £86 million. For 2025, the company anticipates high single-digit percentage GTV growth in constant currency, excluding Hong Kong, and expects adjusted EBITDA to be between £170 million and £190 million. The company is focused on its Customer Value Proposition (CVP) and verticals, which are driving positive consumer engagement. Despite challenges in the consumer environment, Deliveroo plans strategic investments to capture growth opportunities, particularly in geographic areas where they can develop a competitive CVP differential.Deliveroo plc Class A Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
70
Positive
Cash Flow
75
Positive
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Deliveroo plc Class A Technical Analysis
Positive
―
Price Trends
178.49
Positive
177.28
Positive
157.15
Positive
Market Momentum
0.37
Positive
77.45
Negative
86.68
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:ROO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 179.38, equal to the 50-day MA of 178.49, and equal to the 200-day MA of 157.15, indicating a bullish trend. The MACD of 0.37 indicates Positive momentum. The RSI at 77.45 is Negative, neither overbought nor oversold. The STOCH value of 86.68 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:ROO.
Deliveroo plc Class A Peers Comparison
UnderperformOutperform
Sector (―)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
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* Sector Average
Performance Comparison
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.