Zalando (ZAL) Panoramica del titolo
Zalando SE gestisce una piattaforma online di prodotti di moda e lifestyle. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
ZAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
€44.28
FV
49.3% sottovalutato sconto intrinseco8.00%
Revenue growth p.a.
379
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Concorrenti di Zalando SE
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €22.47 |
| Massimo di 52 settimane | €30.43 |
| Minimo di 52 settimane | €18.61 |
| Beta | 1.59 |
| Variazione di 1 mese | -20.40% |
| Variazione a 3 mesi | 7.82% |
| Variazione di 1 anno | -7.68% |
| Variazione a 3 anni | -15.08% |
| Variazione a 5 anni | -76.19% |
| Variazione dall'IPO | 4.51% |
Notizie e aggiornamenti recenti
Aggiornamento 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.
Aggiornamento 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
Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Articolo di analisi • Sep 05
Getting In Cheap On Zalando SE (ETR:ZAL) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Aggiornamento 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.
Nuova 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.Rendimenti per gli azionisti
| ZAL | DE Specialty Retail | DE Mercato | |
|---|---|---|---|
| 7D | -6.3% | -2.5% | -0.8% |
| 1Y | -7.7% | -18.8% | 2.4% |
Ritorno vs Industria: ZAL ha superato il German Specialty Retail che ha restituito -18.8 % nell'ultimo anno.
Rendimento vs Mercato: ZAL ha avuto una performance inferiore al mercato German che ha registrato un rendimento 2.4 % nell'ultimo anno.
Volatilità dei prezzi
| ZAL volatility | |
|---|---|
| ZAL Average Weekly Movement | 6.5% |
| Specialty Retail Industry Average Movement | 5.6% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.6% |
Prezzo delle azioni stabile: ZAL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di ZAL è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2008 | 17,417 | Robert Gentz | corporate.zalando.com |
Zalando SE gestisce una piattaforma online di prodotti di moda e lifestyle. L'azienda opera attraverso i segmenti Fashion Store e Offprice. Fornisce scarpe, abbigliamento, accessori e prodotti di bellezza con consegna e reso gratuiti e varie opzioni di pagamento.
Zalando SE Riepilogo dei fondamenti
| ZAL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €5.42b |
| Utili (TTM) | €94.80m |
| Ricavi(TTM) | €13.51b |
57.1x
Rapporto P/E0.4x
Rapporto P/SZAL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ZAL Conto economico (TTM) | |
|---|---|
| Ricavi | €13.51b |
| Costo del fatturato | €8.12b |
| Profitto lordo | €5.39b |
| Altre spese | €5.30b |
| Utili | €94.80m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Nov 03, 2026
| Utile per azione (EPS) | 0.39 |
| Margine lordo | 39.89% |
| Margine di profitto netto | 0.70% |
| Rapporto debito/patrimonio netto | 19.0% |
Come si è comportato ZAL nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 06:21 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Zalando SE è coperta da 49 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christian Obst | Baader Helvea Equity Research |
| Volker Bosse | Baader Helvea Equity Research |
| Alejandro Conde Fraisoli | Banco Santander |