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Delivery Hero vs Samsara: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Samsara carrying a narrow edge on stability. The remaining gap is narrow enough that the comparison remains open to different readings. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Most of the separation is still concentrated in stability.

Trajectory Similarity
0.72
Similar
Peer-set rank: #5
within Delivery Hero SE's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

The match is driven mainly by investment intensity and recent revenue growth.

Similarity drivers
investment intensityrecent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
DHER.DE
Delivery Hero SE
41
Peer-Score
Signal qualityMedium
vs
IOT
Samsara Inc.
46
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in stability.

Dimension spread: DHER.DE vs IOT Profitability 11 11 Stability 13 44 Valuation 60 52 Growth 85 90 DHER.DE IOT
Gap Ranking
#1 Stability +31
#2 Valuation +8
#3 Growth +5
#4 Profitability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DHER.DE and IOT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DHER.DEIOT Relative valuation Structural strength

Samsara Inc. occupies the cheaper side of the setup map, although Delivery Hero SE still holds the stronger structural profile.

Valuation position uses Forward P/E where available.

Relative Position vs Comparable Companies
Stability
Samsara Inc. sits higher in the group on stability, adding to the overall structural advantage.
Valuation
Valuation also leans toward Delivery Hero SE, reinforcing the broader structural lead.
Stability — Dominant Gap
DHER.DE
13
IOT
44
Gap+31in favour of IOT

The stability gap is wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Delivery Hero SE, with a forward P/E that is 16.9 turns lower there.

What this means for the comparison

The main read on stability is clearer than the broader score gap.

Explore full peer positioning in AssetNext

Break down the DHER.DE vs IOT comparison across all dimensions with the full interactive tool.

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Similar stability-driven comparisons

Explore how DHER.DE and IOT each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.