Zalando (ZAL) Resumen de Acciones
Zalando SE opera una plataforma online de productos de moda y estilo de vida. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ZAL Community Fair Values
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Analyst Price Targets
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Zalando
49.6% infravalorado descuento intrínseco
A Top Pick In A Struggling Industry
View narrativeAN
Updated 11 Sep 2025
Competidores de Zalando SE
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €22.32 |
| Máximo en las últimas 52 semanas | €30.43 |
| Mínimo de 52 semanas | €18.61 |
| Beta | 1.57 |
| Cambio en 1 mes | -5.42% |
| Variación en 3 meses | -6.10% |
| Cambio de 1 año | -13.62% |
| Variación en 3 años | -8.90% |
| Variación en 5 años | -75.40% |
| Variación desde la OPV | 3.81% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 19
ZAL: Mixed Guidance And Execution Will Shape Fairly Valued Shares
Analysts have revised their fair value estimate for Zalando to €23.50, reflecting updated price targets around €38 to €39 and slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research on Zalando gives a mixed signal.
Actualización de narrativa • Aug 05
ZAL: B2B Expansion And AI Automation Will Support Risk Reward Re Rating
The analyst price target for Zalando has shifted slightly lower to about €50 from about €52, as analysts factor in more moderate revenue growth, a lower assumed future P/E multiple, and small adjustments to discount rate and profit margin expectations, alongside mixed recent rating actions that include one downgrade and a modest target increase. Analyst Commentary Recent research on Zalando reflects a mix of caution and optimism, with some bullish analysts still seeing meaningful upside potential based on execution and valuation.Recent updates
Actualización de narrativa • Aug 19
ZAL: Mixed Guidance And Execution Will Shape Fairly Valued Shares
Analysts have revised their fair value estimate for Zalando to €23.50, reflecting updated price targets around €38 to €39 and slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research on Zalando gives a mixed signal.Actualización de narrativa • Aug 05
ZAL: B2B Expansion And AI Automation Will Support Risk Reward Re Rating
The analyst price target for Zalando has shifted slightly lower to about €50 from about €52, as analysts factor in more moderate revenue growth, a lower assumed future P/E multiple, and small adjustments to discount rate and profit margin expectations, alongside mixed recent rating actions that include one downgrade and a modest target increase. Analyst Commentary Recent research on Zalando reflects a mix of caution and optimism, with some bullish analysts still seeing meaningful upside potential based on execution and valuation.
Actualización de narrativa • Jul 02
ZAL: BaFin Review And AI Capabilities Will Shape Future Upside Potential
The analyst price target for Zalando has been reduced from €36.85 to €35.36, reflecting mixed signals among analysts as some raise targets while others downgrade the stock and trim expectations. Analyst Commentary Recent research on Zalando highlights a split view, with some bullish analysts seeing upside potential at current levels while more cautious voices point to execution risks and valuation limits.Actualización de narrativa • Jun 18
ZAL: 2026 Guidance And Margin Execution Will Pressure Stock Upside
Following a slight upward move in the fair value estimate to about €20.26 per share, analysts have modestly lifted their price targets on Zalando. Recent research cites adjusted assumptions on revenue growth, profit margin, and future P/E expectations as key drivers of the update.Actualización de narrativa • Jun 04
ZAL: Pre Owned Luxury Expansion And Rating Upgrades Will Support Risk Reward Re Rating
Analysts have nudged the fair value estimate for Zalando higher from €51.12 to €51.87 as they factor in updated price targets from several banks and modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research shows a mix of views on Zalando, but the fair value uplift is anchored in several bullish adjustments to price targets and ratings.Actualización de narrativa • May 17
ZAL: Future Margin Delivery And 2026 Guidance Will Frame Balanced Upside Potential
Zalando's fair value estimate has been revised from €24.00 to €20.00 as analysts refresh their price targets and assumptions, reflecting updated views on revenue growth, margins and future P/E expectations following recent mixed target changes from the Street. Analyst Commentary Recent research highlights a split view on Zalando, with some firms lifting price targets while others trim expectations or strike a more neutral tone.Actualización de narrativa • May 02
ZAL: Future Margin Execution At Raised €24 Fair Value Will Drive Upside Potential
Narrative Update The analyst price target for Zalando has been adjusted to €24, reflecting recent target increases and rating upgrades from firms that now see a more balanced risk and reward profile at current levels. Analyst Commentary Recent research updates point to a more balanced stance on Zalando, with several firms setting price targets in a tight range around €24 to €25 and using neutral style ratings.Actualización de narrativa • Apr 17
ZAL: Recent Rating Upgrades Will Support A More Constructive Risk Reward Profile
Narrative Update The updated analyst price target for Zalando shifts only slightly, with a revised fair value of about €51.12. This reflects recent price target moves to around €24 to €25 and analyst views that the risk/reward now looks more balanced at current levels.Actualización de narrativa • Apr 03
ZAL: Upgraded Ratings And Richer P/E Framework Will Support Future Upside Potential
The updated analyst price target for Zalando moves slightly lower to about €51.32. This reflects modestly softer revenue growth assumptions, a higher future P/E of roughly 27x, and recent Street research that has lifted individual targets into the €24 to €35 range while viewing risk and reward as more balanced at current levels.Actualización de narrativa • Mar 20
ZAL: Future Execution On Margins And Costs Will Shape Balanced Outlook
Zalando's analyst price target has moved from €23 to €24, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E following a series of recent target hikes and rating upgrades. Analyst Commentary Recent Street research on Zalando has focused on recalibrating fair value estimates and risk assumptions rather than issuing aggressive calls in either direction.Actualización de narrativa • Mar 05
ZAL: Upgraded Ratings And Margin Outlook Will Support Future Upside Potential
Zalando's updated analyst price target now sits at about €51.80, slightly below the prior level of around €51.88, as analysts factor in small adjustments to discount rates, revenue growth, profit margins and future P/E assumptions following recent upgrades that highlight valuation and the appeal of the current entry point. Analyst Commentary Recent research points to a more constructive tone around Zalando, with bullish analysts highlighting valuation support and potential upside if execution stays on track.Actualización de narrativa • Feb 19
ZAL: Raised Margin Expectations And Higher P/E Support Future Upside Potential
Analysts have raised their price target for Zalando to €51.88. The change is supported by slightly higher assumptions for revenue growth, profit margins and future P/E, along with an adjusted discount rate.Actualización de narrativa • Feb 05
ZAL: Share Buybacks And Margin Discipline Will Drive Future Upside Potential
The updated analyst price target for Zalando edges slightly lower to €51.88 from €52.25, as analysts factor in a small tweak to profit margin assumptions while still pointing to recent upgrades and higher external targets that highlight interest in the stock at current levels. Analyst Commentary Recent Street research around Zalando highlights a cluster of bullish moves that sit against the slightly lower average price target.Actualización de narrativa • Jan 21
ZAL: Margins And Share Buybacks Are Expected To Unlock Upside Potential
Zalando's updated analyst price target edges slightly lower, with fair value moving from €52.43 to €52.25 as analysts factor in recent valuation focused upgrades and target tweaks from €28 to €35, from €41 to €39 and from €44 to €53. Analyst Commentary Recent research suggests that bullish analysts are becoming more constructive on Zalando's risk reward profile, with several price targets now clustered in the mid to high €30s and low €50s range.Actualización de narrativa • Jan 06
ZAL: Margins And Planned Buybacks Are Expected To Drive Shares Higher
Analysts have nudged their blended price expectations on Zalando slightly higher, reflecting a mix of upward revisions to around €53 and more cautious trims to about €39. Updated assumptions now point to a fair value of €52.43, a future P/E of 19.70, a 6.67% discount rate, 15.40% revenue growth and a 3.85% profit margin.Actualización de narrativa • Dec 14
ZAL Margins And Buybacks Are Expected To Drive Shares Higher
Zalando's analyst fair value has been lifted by about EUR 5 to roughly EUR 52, as analysts highlight a modestly improved profit margin outlook and a more attractive forward valuation despite slightly slower expected revenue growth. Analyst Commentary Bullish analysts note that the recent adjustments to Zalando's price targets reflect growing confidence in the company’s ability to execute on profitability initiatives while maintaining steady top line expansion.
Actualización de narrativa • Sep 11
A Top Pick In A Struggling Industry
The acquisition of ABOUT YOU expands Zalando’s reach and scale while bringing additional experienced leadership to the company. Over the medium term, Zalando is expected to improve both top-line growth and margins across its B2C and B2B businesses, supported by continued investment and synergies with ABOUT YOU.Actualización de narrativa • Sep 04
AI Feed And European Expansion Will Redefine E-Commerce Markets
Analysts remain broadly optimistic on Zalando due to anticipated margin expansion and improved operational efficiencies, though some maintain caution over valuation and competition, resulting in an unchanged consensus price target of €36.85. Analyst Commentary Bullish analysts cite potential for margin expansion, particularly from increasing fulfillment capacity utilization, as underestimated by consensus estimates.
Nueva narrativa • Nov 27
Dynamic Strategies And Innovative Expansions Set The Stage For Sustained Growth And Success
Zalando's expanded ecosystem and loyalty program aim to enhance customer retention, engagement, and top-line growth.Rentabilidad de los accionistas
| ZAL | DE Specialty Retail | Mercado DE | |
|---|---|---|---|
| 7D | -5.3% | -3.2% | -1.5% |
| 1Y | -13.6% | -20.5% | 4.0% |
Rentabilidad vs. Industria: ZAL superó a la industria German Specialty Retail, que obtuvo un rendimiento del -20.5% el año pasado.
Rentabilidad vs. Mercado: ZAL obtuvo unos resultados inferiores a los del mercado German, que fueron del 4% el año pasado.
Volatilidad de los precios
| ZAL volatility | |
|---|---|
| ZAL Average Weekly Movement | 6.4% |
| Specialty Retail Industry Average Movement | 5.4% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in DE Market | 12.2% |
| 10% least volatile stocks in DE Market | 2.5% |
Precio estable de las acciones: ZAL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ZAL (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2008 | 17,417 | Robert Gentz | corporate.zalando.com |
Zalando SE opera una plataforma en línea de productos de moda y estilo de vida. La empresa opera a través de los segmentos Fashion Store y Offprice. Ofrece zapatos, ropa, accesorios y productos de belleza con entrega y devoluciones gratuitas, así como diversas opciones de pago.
Resumen de fundamentos de Zalando SE
| Estadísticas fundamentales de ZAL | |
|---|---|
| Capitalización bursátil | €5.38b |
| Beneficios(TTM) | €94.80m |
| Ingresos (TTM) | €13.51b |
56.8x
Ratio precio-beneficio (PE)0.4x
Ratio precio-ventas (PS)¿Está ZAL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ZAL | |
|---|---|
| Ingresos | €13.51b |
| Coste de los ingresos | €8.12b |
| Beneficio bruto | €5.39b |
| Otros gastos | €5.30b |
| Beneficios | €94.80m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Nov 03, 2026
| Beneficios por acción (BPA) | 0.39 |
| Margen bruto | 39.89% |
| Margen de beneficio neto | 0.70% |
| Ratio deuda/patrimonio | 19.0% |
¿Cómo se ha desempeñado ZAL a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 17:19 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Zalando SE está cubierta por 49 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christian Obst | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Alejandro Conde Fraisoli | Banco Santander |