Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Retail
Create a narrative
Arko Community
NasdaqCM:ARKO Community
3
Narratives
written by author
0
Comments
on narratives written by author
3
Fair Values set
on narratives written by author
Create a narrative
Arko
Popular
Undervalued
Overvalued
Community Investing Ideas
Arko
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Declining Fuel Demand And Regulatory Burdens Will Erode Valuation
Key Takeaways Declining demand for fuel and tobacco, coupled with shifting consumer habits, threatens core sales and compresses store margins. Inadequate modernization and acquisition risks, along with rising regulatory and labor costs, challenge operational efficiency and earnings sustainability.
View narrative
US$4.50
FV
5.0% undervalued
intrinsic discount
-4.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Arko
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Dealerization And Loyalty Campaign To Drive Future Customer Engagement
Key Takeaways Arko's dealerization program and OTP expansion focus on optimizing profitability and improving margins, driving positive long-term earnings impact. Investments in loyalty programs and food service innovations aim to boost traffic, customer engagement, and long-term revenue growth.
View narrative
US$7.17
FV
40.4% undervalued
intrinsic discount
-3.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Arko
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Store Remodelling And Secular Trends Will Strengthen Convenience Retail Appeal
Key Takeaways Store renovations, loyalty program expansion, and higher-margin merchandise are driving increased per-store revenue, stronger gross margins, and improved customer retention. Dealerization and focus on high-growth markets are boosting operating income, optimizing profitability, and supporting long-term market share expansion.
View narrative
US$10.00
FV
57.3% undervalued
intrinsic discount
-3.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Your Valuation for
ARKO
ARKO
Arko
Your Fair Value
US$
Current Price
US$4.28
81.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-34m
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.5b
Earnings US$2.7m
Advanced
Set Fair Value