Update shared on25 Aug 2025
Fair value Increased 27%The upward revision in Zip Co's price target is underpinned by a notable improvement in net profit margin despite a moderation in revenue growth expectations, resulting in a new consensus analyst price target of A$4.31.
What's in the News
- Completed repurchase of 14.8 million shares (1.13%) for AUD 29.8 million under buyback program.
- Expanded integration with Google Pay, enabling US shoppers to use Zip’s payment options directly through Chrome’s autofill, enhancing ease, security, and reducing cart abandonment.
- Partnered with CardCash.com to launch a BNPL option at checkout, allowing gift card customers to split payments, aligning with consumer preferences for flexible spending and savings.
Valuation Changes
Summary of Valuation Changes for Zip Co
- The Consensus Analyst Price Target has significantly risen from A$3.38 to A$4.31.
- The Net Profit Margin for Zip Co has significantly risen from 11.15% to 12.35%.
- The Consensus Revenue Growth forecasts for Zip Co has fallen from 18.2% per annum to 16.4% per annum.
Disclaimer
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