Xero Résultats passés
Passé contrôle des critères 2/6
Xero a connu une croissance annuelle moyenne de ses bénéfices de 57.4%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 14.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 21.8% par an. Le rendement des capitaux propres de Xero est 3.1% et ses marges nettes sont de 6.1%.
Informations clés
57.38%
Taux de croissance des bénéfices
56.63%
Taux de croissance du BPA
| Software Croissance de l'industrie | 22.05% |
| Taux de croissance des recettes | 21.84% |
| Rendement des fonds propres | 3.10% |
| Marge nette | 6.08% |
| Prochaine mise à jour des résultats | 12 Nov 2026 |
Mises à jour récentes des performances passées
Recent updates
Article d’analyse • May 20
There May Be Some Bright Spots In Xero's (ASX:XRO) Earnings
Soft earnings didn't appear to concern Xero Limited's ( ASX:XRO ) shareholders over the last week. We think that the...
Mise à jour du récit • May 19
XRO: AI Partnerships And Automation Will Drive Future Upside Potential
Analysts have reduced their Xero price target by A$5.51, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Xero launched XeroForce, a natural language AI agent builder aimed at helping small businesses and accountants automate finance and compliance workflows across Xero and connected third party apps, with an alpha release available to invite only customers and wider rollout planned later in the year (Product announcement).Article d’analyse • May 15
Analysts Are Updating Their Xero Limited (ASX:XRO) Estimates After Its Annual Results
Last week, you might have seen that Xero Limited ( ASX:XRO ) released its yearly result to the market. The early...
Mise à jour du récit • May 12
Xero Will Thrive as AI Becomes a Friend Rather than a Foe
Concerns over the quality and moats of SaaS businesses in the face of new AI threats will pressure Xero to demonstrate greater near term profitability, even if that sacrifices some long term growth ambition. This change will likely benefit Xero more than its current competitors as, like the Warren Buffett quote, "Only when the tide goes out do you discover who's been swimming naked".Mise à jour du récit • May 03
XRO: AI Partnership And Automation Will Support Future Upside
Analysts have reduced their fair value estimate for Xero from A$154.27 to A$134.79, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Xero and Anthropic agreed a multi year partnership that will bring Claude AI directly into Xero and Xero financial data and tools into Claude.ai, aiming to give small businesses and their advisors real time financial intelligence and end to end financial workflows at scale (Client Announcements).
Mise à jour du récit • Apr 19
XRO: AI Partnership And Upgrade Will Shape Future Earnings And Execution Risk
Analysts have trimmed their Xero price target by about A$1 to around A$83.66, reflecting a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and updated long run P/E expectations following recent research, including an upgrade from RBC Capital. Analyst Commentary Even with the recent upgrade, the latest research around Xero still includes a clear set of caution flags that readers should keep in mind when thinking about risk and return.Mise à jour du récit • Apr 05
XRO: AI Partnerships Will Support Future Earnings Despite Ongoing Execution Risks
Analysts have modestly lifted their Xero price target to A$83.66 from A$82.74, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at RBC Capital. Analyst Commentary Even with the upgraded price target, recent commentary shows that not all experts are fully comfortable with the current set up for Xero.Mise à jour du récit • Mar 22
XRO: Execution On Cloud Platform And AI Analytics Will Support Future Upside
Analysts have nudged their Xero fair value estimate slightly lower, with the target moving by A$0.67 to A$154.27, citing updated views reflected in recent research such as the RBC Capital upgrade. Analyst Commentary Recent research commentaries around the upgrade case focus on how Xero is executing against expectations and how that feeds into the A$154.27 fair value estimate, rather than on any dramatic shift in near term fundamentals.Mise à jour du récit • Mar 07
XRO: Reset Expectations And AI Expansion Will Support Future Upside
Analysts have trimmed their Xero price target to about A$155 from roughly A$182, reflecting updated views on fair value, discount rate, growth, margins and future P/E that also supported a recent upgrade in Street research. Analyst Commentary Recent Street commentary around Xero has focused on how the trimmed A$155 price target lines up with updated views on valuation, growth and execution, alongside the upgrade in formal research coverage.
Nouveau récit • Mar 03
XERO Limited's Technical Analysis
1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.Nouveau récit • Feb 23
Xero: Growth Was Priced In — Execution Is Not
Xero is a subscription-based cloud accounting platform serving small businesses across Australia, New Zealand, the UK and the US, with a structurally high gross margin profile. Over the past 12 months, the share price has declined by 57.4%.Mise à jour du récit • Feb 21
XRO: Fair Outlook Will Balance AI Upside With Execution And Pricing Risks
Analysts have reduced their price target on Xero from about A$109.01 to about A$82.74, reflecting updated assumptions around discount rates, revenue growth, profit margins and P/E multiples, supported by recent Street research including the upgrade from RBC Capital. Analyst Commentary Recent research highlights a mixed setup for Xero, with the reduced price target pointing to more conservative expectations around growth, profitability and valuation.Article d’analyse • Feb 08
What You Can Learn From Xero Limited's (ASX:XRO) P/E After Its 25% Share Price Crash
Unfortunately for some shareholders, the Xero Limited ( ASX:XRO ) share price has dived 25% in the last thirty days...
Mise à jour du récit • Feb 07
XRO: AI Analytics And RBC Upgrade Will Support Stronger Future Returns
Analysts have nudged their Xero fair value estimate slightly higher to about A$230 per share, reflecting updated assumptions around growth, margins and future P/E multiples following recent positive research commentary and upgrades. Analyst Commentary Recent research has generally framed Xero as a high quality growth platform with room for further execution, particularly around monetisation and operating discipline.Mise à jour du récit • Jan 24
XRO: AI Analytics Rollout Will Support Stronger Future Share Performance
Analysts now see slightly lower fair value for Xero, trimming their price target by about A$1 to reflect a marginally reduced future P/E assumption, while also factoring in small adjustments to revenue growth and profit margin expectations. What's in the News Xero rolled out new AI-powered analytics globally, giving millions of small business customers access to analytics, insights, and reporting directly within the platform (Key Developments).Mise à jour du récit • Jan 09
XRO: Higher Revenue Outlook Will Be Balanced By Thinner Margins
Analysts have reduced their fair value estimate for Xero from A$134.61 to A$109.01, linking this change to updated assumptions that combine higher expected revenue growth with a lower profit margin profile and a higher future P/E multiple. Valuation Changes Fair value estimate reduced from A$134.61 to A$109.01, reflecting updated assumptions.Mise à jour du récit • Dec 25
XRO: Higher Future Earnings Multiple Will Support Stronger Share Performance
Analysts have lowered their price target on Xero from approximately $240 to $231 per share. This reflects a higher assumed discount rate and a more conservative profit margin outlook, partially offset by stronger projected revenue growth and a higher future price-to-earnings multiple.Article d’analyse • Dec 17
Is Xero (ASX:XRO) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Mise à jour du récit • Dec 11
XRO: Stable Margins And Richer Earnings Multiple Will Drive Future Upside
Analysts have modestly raised their price target on Xero, citing slightly higher long term discount rate assumptions and a marginally richer future earnings multiple that together support a refined fair value estimate near $182 per share. Valuation Changes Fair Value: Unchanged at A$182.05 per share, indicating the updated assumptions broadly offset each other in the model.Mise à jour du récit • Nov 27
XRO: Expanding Profit Margins And Stronger Earnings Forecast Will Drive Further Upside
Analysts have revised Xero’s fair value estimate downward from $191.59 to $182.05. They cite updated assumptions around revenue growth and discount rates as the rationale for the change.Mise à jour du récit • Nov 05
XRO: Higher Profit Margins And Lower Discount Rate Will Support Future Upside
Analysts have slightly reduced their fair value estimate for Xero by $0.78. The new estimate is $191.59, with the update attributed to marginal adjustments in discount rate and profitability projections.Article d’analyse • Nov 03
Getting In Cheap On Xero Limited (ASX:XRO) Is Unlikely
You may think that with a price-to-sales (or "P/S") ratio of 13.4x Xero Limited ( ASX:XRO ) is a stock to avoid...Mise à jour du récit • Oct 22
Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts
Analysts have slightly lowered their price target for Xero from $192.66 to $192.36. They cite updated assumptions about profit margins and forecast revenue growth as the reason for this change.Mise à jour du récit • Oct 08
AI Features And US Expansion Will Improve User Satisfaction And Retention
Xero Analyst Price Target Updated Following Revised Growth and Margin Outlook Analysts have adjusted Xero's fair value price target downward from $195.25 to $192.66. This reflects expectations for higher revenue growth, but slightly reduced profit margins and a higher future price-to-earnings ratio.Article d’analyse • Sep 06
If EPS Growth Is Important To You, Xero (ASX:XRO) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Mise à jour du récit • Sep 04
AI Features And US Expansion Will Improve User Satisfaction And Retention
The consensus analyst price target for Xero was essentially unchanged, as a substantial decline in the company’s future P/E ratio was offset by a stable net profit margin, resulting in only a marginal increase in fair value from A$195.21 to A$195.25. What's in the News Xero completed a follow-on equity offering of AUD 129.5 million, issuing 741,538 ordinary shares at AUD 174.67 per share via Regulation S.Article d’analyse • Jul 01
When Should You Buy Xero Limited (ASX:XRO)?
Let's talk about the popular Xero Limited ( ASX:XRO ). The company's shares saw a significant share price rise of 28...
Nouveau récit • Nov 24
Innovative AI Features And Strategic Acquisitions Set The Path For Future Revenue Growth
Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Xero gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 2,753 | 167 | 1,177 | 764 |
| 31 Dec 25 | 2,527 | 217 | 1,089 | 717 |
| 30 Sep 25 | 2,301 | 268 | 1,002 | 669 |
| 30 Jun 25 | 2,202 | 248 | 947 | 643 |
| 31 Mar 25 | 2,103 | 228 | 891 | 618 |
| 31 Dec 24 | 2,006 | 222 | 833 | 587 |
| 30 Sep 24 | 1,910 | 216 | 775 | 555 |
| 30 Jun 24 | 1,812 | 195 | 751 | 541 |
| 31 Mar 24 | 1,714 | 175 | 726 | 526 |
| 31 Dec 23 | 1,627 | 66 | 709 | 521 |
| 30 Sep 23 | 1,541 | -43 | 692 | 516 |
| 30 Jun 23 | 1,470 | -78 | 666 | 503 |
| 31 Mar 23 | 1,400 | -114 | 640 | 490 |
| 31 Dec 22 | 1,325 | -66 | 628 | 463 |
| 30 Sep 22 | 1,250 | -19 | 616 | 436 |
| 30 Jun 22 | 1,173 | -14 | 583 | 404 |
| 31 Mar 22 | 1,097 | -9 | 550 | 372 |
| 31 Dec 21 | 1,021 | -15 | 519 | 339 |
| 30 Sep 21 | 945 | -21 | 488 | 306 |
| 30 Jun 21 | 897 | 0 | 449 | 278 |
| 31 Mar 21 | 849 | 20 | 410 | 250 |
| 31 Dec 20 | 819 | 28 | 401 | 227 |
| 30 Sep 20 | 789 | 36 | 392 | 204 |
| 30 Jun 20 | 754 | 20 | 397 | 191 |
| 31 Mar 20 | 718 | 3 | 402 | 178 |
| 31 Dec 19 | 677 | 3 | 378 | 166 |
| 30 Sep 19 | 635 | 3 | 354 | 154 |
| 30 Jun 19 | 594 | -12 | 334 | 146 |
| 31 Mar 19 | 553 | -27 | 314 | 138 |
| 31 Dec 18 | 514 | -31 | 293 | 134 |
| 30 Sep 18 | 475 | -34 | 271 | 129 |
| 30 Jun 18 | 441 | -29 | 254 | 123 |
| 31 Mar 18 | 407 | -25 | 236 | 116 |
| 31 Dec 17 | 376 | -35 | 223 | 111 |
| 30 Sep 17 | 346 | -45 | 211 | 105 |
| 30 Jun 17 | 321 | -57 | 208 | 99 |
| 31 Mar 17 | 295 | -69 | 205 | 93 |
| 31 Dec 16 | 274 | -76 | 203 | 87 |
| 30 Sep 16 | 252 | -82 | 201 | 80 |
| 30 Jun 16 | 229 | -82 | 190 | 75 |
| 31 Mar 16 | 207 | -82 | 179 | 70 |
| 31 Dec 15 | 185 | -86 | 166 | 66 |
| 30 Sep 15 | 162 | -89 | 153 | 62 |
| 30 Jun 15 | 143 | -79 | 135 | 54 |
Des revenus de qualité: XRO a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de XRO sont inférieures à celles de l'année dernière XRO. (6.1%) sont inférieures à celles de l'année dernière (10.8%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de XRO ont augmenté de manière significative de 57.4% par an au cours des 5 dernières années.
Accélération de la croissance: XRO a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: XRO a enregistré une croissance négative de ses bénéfices ( -26.5% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Software ( 10.5% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de XRO ( 3.1% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:31 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Xero Limited est couverte par 26 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |