Deliveroo (ROO) Earnings: 1H Financial Results Exceed Expectations with Strong Revenue and Adjusted EBITDA Performance

Deliveroo on Smartkarma

Analyst coverage of Deliveroo on Smartkarma showcases various perspectives on potential developments for the company. Jesus Rodriguez Aguilar‘s report, “High-Conviction Arbitrage: 36% IRR Possible with 30 July Settlement, Court Approval Secured,” highlights Deliveroo shareholders’ approval of DoorDash’s 180p offer. The report suggests a potential ~36% IRR with a settlement likely by 30 July 2025, emphasizing the dominance of DoorDash’s bid and the improbability of an Amazon counterbid under Rule 2.8.

In another report by Jesus Rodriguez Aguilar titled “Prime Delivery: Amazon’s Route to Outbid DoorDash for Deliveroo,” Amazon’s potential counteroffer within the range of 200–222p is discussed. While Amazon’s strategic fit is noted to be stronger, regulatory scrutiny from the UK CMA poses timing and execution risks, potentially delaying closure until Q1–Q2 2026. Shareholders are presented with a choice between faster liquidity at 180p with DoorDash or a potentially higher valuation with Amazon, albeit at the cost of extended timelines and political uncertainty.

A look at Deliveroo Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Deliveroo PLC, a company that provides software solutions for online food delivery, has received a range of Smartkarma Smart Scores that indicate a positive long-term outlook. With a Growth score of 4, Resilience score of 4, and Momentum score of 4, Deliveroo seems well-positioned for expansion and adaptability in the market. These scores suggest that the company is showing strong potential for growth, resilience during challenging times, and positive momentum in the industry.

Although Deliveroo scores lower on the Value and Dividend factors with scores of 2 and 1 respectively, the combination of high Growth, Resilience, and Momentum scores bodes well for its future performance. By leveraging its online food delivery platform to serve customers globally, Deliveroo aims to maintain its strong market presence and capitalize on the growing demand for convenient food delivery services.

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