Xero マネジメント
マネジメント 基準チェック /14
Xeroの CEO はSukhinder Cassidyで、 Feb2023年に任命され、 の在任期間は 3.58年です。 の年間総報酬はNZ$ 7.54Mで、 12.2%給与と87.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.017%を直接所有しており、その価値はA$ 1.98M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と6.8年です。
主要情報
Sukhinder Cassidy
最高経営責任者
NZ$7.5m
報酬総額
| CEO給与比率 | 12.25% |
| CEO在任期間 | 3.6yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 1.8yrs |
| 取締役会の平均在任期間 | 6.8yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Sep 03
XRO: AI Automation And US Expansion Will Drive Future Upside Potential
Analysts have nudged their fair value estimate for Xero slightly lower to A$126.40 from about A$129.29, reflecting a reduced Street price target after some firms cited fewer near term catalysts and ongoing concern about AI related disruption. What’s in the News for Xero Xero and Melio launched integrated expense management and payroll solutions for US small and medium sized businesses, including Melio Expense Management and Xero Payroll powered by Gusto, showcased at Xerocon US in August 2026.
ナラティブ更新 • Aug 14
XRO: AI Features And Integrations Will Support Stronger Future Returns
Analysts have slightly adjusted their fair value estimate for Xero, lifting the price target from about A$203.09 to around A$207.75. They are factoring in a higher assumed P/E of roughly 77x, modestly stronger projected revenue growth near 30.31%, a lower profit margin assumption around 14.22%, and a higher discount rate near 8.70%.分析記事 • Jun 18
Xero (ASX:XRO) Shares Could Be 46.3% Undervalued After Melio AI Payments Launch
Melio’s launch of an agent powered payment network is drawing attention back to Xero (ASX:XRO), as investors assess what agentic AI in B2B payments could mean for the group’s broader small business platform. See our latest analysis for Xero. Despite the Melio news sharpening interest in Xero’s role in small business payments, the stock’s recent momentum has been weak, with the 30 day share price return down 8.88% and the 1 year total shareholder return down 62.66%. This points to a market...
ナラティブ更新 • Jun 17
XRO: AI Expansion And Margin Reset Will Shape Future Earnings Profile
Analysts have reduced their Xero price target to A$78.10 from A$82.67 as they incorporate updated assumptions for a higher discount rate, slightly softer revenue growth, a lower profit margin profile and a higher future P/E multiple. What's in the News for Xero Xero reported FY26 operating revenue growth of 31%, with management linking the result to customer growth, software momentum, and the integration of Melio in the US market.ナラティブ更新 • Jun 03
XRO: AI And Melio Integration Will Support Stronger Future Returns
Analysts have trimmed their Xero price target from A$230.38 to A$203.09 as they factor in adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Xero reported FY26 operating revenue of about $2.75b to $2.8b, with US performance supported by the Melio acquisition and contributing to a very large uplift in US revenue and more than 110,000 new US customers.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...
ナラティブ更新 • 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".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.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.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.
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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | NZ$8m | NZ$923k | NZ$167m |
| Dec 31 2025 | n/a | n/a | NZ$217m |
| Sep 30 2025 | n/a | n/a | NZ$268m |
| Jun 30 2025 | n/a | n/a | NZ$248m |
| Mar 31 2025 | NZ$2m | NZ$864k | NZ$228m |
| Dec 31 2024 | n/a | n/a | NZ$222m |
| Sep 30 2024 | n/a | n/a | NZ$216m |
| Jun 30 2024 | n/a | n/a | NZ$195m |
| Mar 31 2024 | NZ$7m | NZ$1m | NZ$175m |
| Dec 31 2023 | n/a | n/a | NZ$66m |
| Sep 30 2023 | n/a | n/a | -NZ$43m |
| Jun 30 2023 | n/a | n/a | -NZ$78m |
| Mar 31 2023 | NZ$2m | NZ$348k | -NZ$114m |
報酬と市場: Sukhinderの 総報酬 ($USD 4.38M ) は、 Australian市場 ($USD 3.07M ) の同規模の企業の平均を上回っています。
報酬と収益: Sukhinderの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Sukhinder Cassidy (56 yo)
3.6yrs
在職期間
NZ$7,535,000
報酬
Ms. Sukhinder Singh Cassidy is Founder and Chairman of Choose Possibility, Inc. Ms. Cassidy is Chief Executive Officer of Xero Limited from February 01, 2023. Ms. Cassidy is Director of BoardProspects, Inc...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chief Executive Officer | 3.6yrs | NZ$7.54m | 0.017% A$ 2.0m | |
| Chief Financial Officer | 1.4yrs | NZ$8.49m | 0.0078% A$ 888.9k | |
| Chief Product & Technology Officer | 2.7yrs | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Company Secretary & Chief Legal Officer | 5yrs | データなし | データなし | |
| General Manager of Corporate & Regional Communications | no data | データなし | データなし | |
| Chief Marketing Officer | 3.7yrs | データなし | データなし | |
| MD of Australia & New Zealand Global Chief Strategy Officer | 1.9yrs | データなし | データなし | |
| Managing Director of UK | 1.7yrs | データなし | データなし | |
| Chief Business Officer | less than a year | データなし | データなし | |
| Managing Director of International Markets | less than a year | データなし | データなし | |
| Managing Director of US | less than a year | データなし | データなし |
1.8yrs
平均在職期間
経験豊富な経営陣: XROの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Independent Non-Executive Chairman | 7.3yrs | NZ$528.00k | 0.0065% A$ 737.9k | |
| Independent Non-Executive Director | 5.9yrs | NZ$464.00k | 0.00082% A$ 93.8k | |
| Independent Non-Executive Director | 4.6yrs | NZ$464.00k | 0.0029% A$ 335.2k | |
| Independent Non-Executive Director | 6.4yrs | NZ$298.00k | 0.0031% A$ 354.6k | |
| Independent Non-Executive Director | 8.4yrs | NZ$240.00k | 0.0018% A$ 207.1k | |
| Independent Non-Executive Director | 9.6yrs | NZ$271.00k | 0.0021% A$ 235.7k |
6.8yrs
平均在職期間
61.5yo
平均年齢
経験豊富なボード: XROの 取締役会 は 経験豊富 であると考えられます ( 6.8年の平均在任期間)。
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 | 2026/09/13 21:43 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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。25
| アナリスト | 機関 |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |