Update shared on 21 Nov 2025
Analysts have maintained their price target for Zip Co. at $5.10 per share, citing marginal adjustments to key valuation inputs along with a steady outlook based on current growth and profitability trends.
What's in the News
- Zip Co has expanded its partnership with Stripe, making Zip’s pay in installments option available through Stripe’s checkout solutions for US merchants (Client Announcements).
- Merchants using Stripe can now enable Zip with a no-code setup directly from their dashboard. This allows for seamless activation and streamlined integration (Client Announcements).
- The integration aims to help merchants expand their reach to underserved customer segments, increase conversion rates, and reduce cart abandonment while receiving full payments upfront (Client Announcements).
- Zip Co announced a partnership with Opportunity Knocks, inviting customers to access digital financial tools and participate in a national casting call for a chance to receive up to $20,000 in targeted support (Client Announcements).
- The initiative offers personalized financial guidance and access to a resource hub connecting users with over 17,000 local services, including housing, healthcare, job training, and legal aid (Client Announcements).
Valuation Changes
- Fair Value Estimate remains unchanged at A$5.10 per share.
- Discount Rate has risen slightly, moving from 8.24% to 8.59%.
- Revenue Growth Projection remains largely unchanged at 20.3% per year.
- Net Profit Margin is stable, holding at approximately 12.6%.
- Future P/E Ratio has increased marginally from 34.37x to 34.71x.
Disclaimer
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