Xero
ASX:XRO Community- 2 Narratives written by author
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KI
KiwiInvest
Community Contributor
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.
View narrativeAU$398.60
FV
54.3% undervalued intrinsic discount20.00%
Revenue growth p.a.
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20 days ago author updated this narrative
WA
Consensus Narrative from 16 Analysts
AI Features And US Expansion Will Improve User Satisfaction And Retention
Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.
View narrativeAU$185.60
FV
1.9% undervalued intrinsic discount17.21%
Revenue growth p.a.
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14users have followed this narrative
23 days ago author updated this narrative