Xero Limited

ASX:XRO 株式レポート

時価総額：AU$14.3b

Xero 将来の成長

Future 基準チェック /46

Xero利益と収益がそれぞれ年間21.4%と16.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.6% 20.6%なると予測されています。

主要情報

21.4%

収益成長率

20.62%

EPS成長率

Software 収益成長23.8%
収益成長率16.5%
将来の株主資本利益率8.58%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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”.
新しいナラティブ • 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%.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • May 21

We Think Xero's (ASX:XRO) Solid Earnings Are Understated

Shareholders appeared to be happy with Xero Limited's ( ASX:XRO ) solid earnings report last week. This reaction by the...
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新しいナラティブ • 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.

業績と収益の成長予測

ASX:XRO - アナリストの将来予測と過去の財務データ ( )NZD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20294,656675N/A1,4043
3/31/20284,2754226581,17413
3/31/20273,56225247393314
3/31/20262,73223946486314
9/30/20252,301268613964N/A
6/30/20252,202248561888N/A
3/31/20252,103228509812N/A
12/31/20242,006222477766N/A
9/30/20241,910216446721N/A
6/30/20241,812195395656N/A
3/31/20241,714175343592N/A
12/31/20231,62766269526N/A
9/30/20231,541-43194461N/A
6/30/20231,470-78149426N/A
3/31/20231,400-114105390N/A
12/31/20221,325-6655329N/A
9/30/20221,250-195268N/A
6/30/20221,173-140252N/A
3/31/20221,097-9-4236N/A
12/31/20211,021-154228N/A
9/30/2021945-2111220N/A
6/30/2021897034219N/A
3/31/20218492057219N/A
12/31/20208192867220N/A
9/30/20207893677222N/A
6/30/20207542052194N/A
3/31/2020718328167N/A
12/31/2019677324158N/A
9/30/2019635319150N/A
6/30/2019594-12N/A132N/A
3/31/2019553-27N/A114N/A
12/31/2018514-31N/A98N/A
9/30/2018475-34N/A82N/A
6/30/2018441-29N/A72N/A
3/31/2018407-25N/A61N/A
12/31/2017376-35N/A43N/A
9/30/2017346-45N/A24N/A
6/30/2017321-57N/A10N/A
3/31/2017295-69N/A-4N/A
12/31/2016274-76N/A-15N/A
9/30/2016252-82N/A-25N/A
6/30/2016229-82N/A-30N/A
3/31/2016207-82N/A-35N/A
12/31/2015185-86N/A-39N/A
9/30/2015162-89N/A-44N/A
6/30/2015143-79N/A-41N/A

アナリストによる今後の成長予測

収入対貯蓄率: XROの予測収益成長率 (年間21.4% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: XROの収益 ( 21.4% ) はAustralian市場 ( 12% ) よりも速いペースで成長すると予測されています。

高成長収益: XROの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: XROの収益 ( 16.5% ) Australian市場 ( 6.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: XROの収益 ( 16.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: XROの 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/09 20:19
終値2026/05/08 00:00
収益2025/09/30
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Xero Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Nicholas McGarrigleBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited