Kogan.com Ltd

ASX:KGN Voorraadrapport

Marktkapitalisatie: AU$343.5m

Kogan.com Beheer

Beheer criteriumcontroles 3/4

De CEO Kogan.com is Ruslan Kogan, benoemd in Jan2006, heeft een ambtstermijn van 20.33 jaar. De totale jaarlijkse vergoeding van { bedraagt A$ 1.44M, bestaande uit 55.5% salaris en 44.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 17.57% van de aandelen van het bedrijf, ter waarde A$ 60.33M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 15.5 jaar en 5.1 jaar.

Belangrijke informatie

Ruslan Kogan

Algemeen directeur

AU$1.4m

Totale compensatie

Percentage CEO-salaris55.51%
Dienstverband CEO20.3yrs
Eigendom CEO17.6%
Management gemiddelde ambtstermijn15.5yrs
Gemiddelde ambtstermijn bestuur5.1yrs

Recente managementupdates

Recent updates

KGN: Buyback And Fully Franked Dividend Will Support Future Share Returns

Analysts have fine tuned their assumptions on Kogan.com, keeping the fair value estimate steady at A$9.00 while adjusting inputs such as discount rate, revenue growth, profit margin and future P/E to reflect updated views on the business. What's in the News The Board of Directors authorized a share buyback plan for Kogan.com Ltd on April 24, 2026, signalling an intention to return capital to shareholders over time (Key Developments).

KGN: Rising Fully Franked Dividend Will Support Stronger Future Share Performance

Analysts have modestly adjusted their price target on Kogan.com to A$9.00, reflecting updated views on its discount rate, revenue growth, profit margin and future P/E profile, while keeping fair value unchanged at A$9.00. What's in the News Kogan.com board has declared a fully franked ordinary dividend of A$0.08 per ordinary share for the six months ended December 31, 2025, compared with A$0.07, fully franked, for the first half of fiscal 2025, described as a 14.3% uplift on the prior comparable period (Key Developments).

KGN: Higher Dividend And Firmer Margins Will Support Stronger Future Shares

Analysts have reaffirmed their A$ price target for Kogan.com at A$9.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples while maintaining the same headline valuation level. What's in the News Kogan.com has announced a fully franked ordinary dividend of A$0.08 per share for the six months ended December 31, 2025, with a record date of March 13, 2026, ex date of March 12, 2026, and payment date of April 30, 2026 (Key Developments).

KGN: Higher Dividend Will Mask Compressed Future Earnings Multiple Risk

Analysts have maintained their price target on Kogan.com at A$3.30, reflecting updated assumptions for discount rate, revenue growth, profit margins and a slightly lower future P/E multiple. What's in the News The Board of Kogan.com Ltd has declared a fully franked ordinary dividend of 8.0 cents per Ordinary Share for the six months ended December 31, 2025, compared with 7.0 cents for the first half of fiscal 2025, described as up 14.3% on the prior corresponding period (Key Developments).

KGN: Steady Fair Value And Firmer Margins Will Support Stronger Future Shares

Analysts have maintained their A$9.00 price target for Kogan.com, citing only small adjustments to discount rate, revenue growth and profit margin assumptions, along with a slightly lower future P/E multiple in their valuation work. Valuation Changes Fair Value: A$9.00 per share is unchanged, with no adjustment to the central valuation outcome.

KGN: Steady Fair Value And Firmer Margins Will Support Stronger Future Shares

Narrative Update on Kogan.com Analyst Price Target Analysts have kept their fair value estimate for Kogan.com steady at A$9.00. Small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions have resulted in this unchanged target.

Kogan.com Ltd (ASX:KGN) Shares Could Be 48% Below Their Intrinsic Value Estimate

Feb 03
Kogan.com Ltd (ASX:KGN) Shares Could Be 48% Below Their Intrinsic Value Estimate

KGN: Higher Profit Margins And Lower Risk Assumptions Will Support Stronger Future Shares

Analysts have slightly lowered their price target on Kogan.com to account for a modestly reduced future P/E assumption and minor changes to the discount rate, revenue growth, and profit margin forecasts, while maintaining their fair value estimate at A$9.00. Valuation Changes Fair Value: The fair value estimate is unchanged at A$9.00 per share.

KGN: Higher Profit Margins And Stable Assumptions Will Support Stronger Future Shares

Analysts have trimmed their price target on Kogan.com to A$9.00 from A$9.00, reflecting slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping their overall valuation view unchanged. Valuation Changes Fair Value: Kept unchanged at A$9.00 per share.

KGN: Higher Profit Margins Will Support Stronger Future Share Performance

Analysts have nudged their price target on Kogan.com higher to align more closely with an updated fair value estimate of A$9.00 per share, citing expectations of slightly stronger profit margins that will offset modestly softer revenue growth and a lower future price to earnings multiple. Valuation Changes Fair Value Estimate: unchanged at A$9.00 per share, with higher margin assumptions offsetting slightly softer growth and a lower future multiple.

KGN: Share Buyback Will Support EPS As Margins Face Modest Pressures

Analysts have trimmed their price target for Kogan.com to about $3.30 from roughly $4.05. This reflects slightly higher perceived risk, slower expected revenue growth and modestly softer profit margins, even as future valuation multiples edge up.
User avatar

Mobile App Expansion And Loyalty Program Enhancements Expected To Strengthen Customer Engagement

Expanding Kogan Marketplace and Mighty Ape initiatives drives customer engagement and scalability, supporting future revenue and earnings growth.

Not Many Are Piling Into Kogan.com Ltd (ASX:KGN) Stock Yet As It Plummets 25%

Feb 03
Not Many Are Piling Into Kogan.com Ltd (ASX:KGN) Stock Yet As It Plummets 25%

Optimistic Investors Push Kogan.com Ltd (ASX:KGN) Shares Up 26% But Growth Is Lacking

Dec 18
Optimistic Investors Push Kogan.com Ltd (ASX:KGN) Shares Up 26% But Growth Is Lacking

Kogan.com Ltd's (ASX:KGN) 36% Cheaper Price Remains In Tune With Revenues

Apr 25
Kogan.com Ltd's (ASX:KGN) 36% Cheaper Price Remains In Tune With Revenues

Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

Apr 16
Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

What Kogan.com Ltd's (ASX:KGN) 39% Share Price Gain Is Not Telling You

Feb 26
What Kogan.com Ltd's (ASX:KGN) 39% Share Price Gain Is Not Telling You

Should You Investigate Kogan.com Ltd (ASX:KGN) At AU$5.44?

Jan 25
Should You Investigate Kogan.com Ltd (ASX:KGN) At AU$5.44?

Here's Why It's Unlikely That Kogan.com Ltd's (ASX:KGN) CEO Will See A Pay Rise This Year

Nov 16
Here's Why It's Unlikely That Kogan.com Ltd's (ASX:KGN) CEO Will See A Pay Rise This Year

Are Investors Undervaluing Kogan.com Ltd (ASX:KGN) By 27%?

Jun 19
Are Investors Undervaluing Kogan.com Ltd (ASX:KGN) By 27%?

Analysts Have Lowered Expectations For Kogan.com Ltd (ASX:KGN) After Its Latest Results

Feb 28
Analysts Have Lowered Expectations For Kogan.com Ltd (ASX:KGN) After Its Latest Results

Kogan.com Ltd's (ASX:KGN) Intrinsic Value Is Potentially 90% Above Its Share Price

Jan 05
Kogan.com Ltd's (ASX:KGN) Intrinsic Value Is Potentially 90% Above Its Share Price

It Looks Like Kogan.com Ltd's (ASX:KGN) CEO May Expect Their Salary To Be Put Under The Microscope

Nov 17
It Looks Like Kogan.com Ltd's (ASX:KGN) CEO May Expect Their Salary To Be Put Under The Microscope

Analysts Just Shaved Their Kogan.com Ltd (ASX:KGN) Forecasts Dramatically

Oct 31
Analysts Just Shaved Their Kogan.com Ltd (ASX:KGN) Forecasts Dramatically

There Are Reasons To Feel Uneasy About Kogan.com's (ASX:KGN) Returns On Capital

Feb 26
There Are Reasons To Feel Uneasy About Kogan.com's (ASX:KGN) Returns On Capital

An Intrinsic Calculation For Kogan.com Ltd (ASX:KGN) Suggests It's 49% Undervalued

Dec 29
An Intrinsic Calculation For Kogan.com Ltd (ASX:KGN) Suggests It's 49% Undervalued

Is Kogan.com (ASX:KGN) Using Too Much Debt?

Oct 13
Is Kogan.com (ASX:KGN) Using Too Much Debt?

Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

Sep 23
Kogan.com's (ASX:KGN) Returns On Capital Not Reflecting Well On The Business

Is There An Opportunity With Kogan.com Ltd's (ASX:KGN) 28% Undervaluation?

Aug 08
Is There An Opportunity With Kogan.com Ltd's (ASX:KGN) 28% Undervaluation?

Analyse CEO-vergoeding

Hoe is Ruslan Kogan's beloning veranderd ten opzichte van Kogan.com's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025n/an/a

-AU$42m

Sep 30 2025n/an/a

-AU$41m

Jun 30 2025AU$1mAU$800k

-AU$39m

Mar 31 2025n/an/a

-AU$19m

Dec 31 2024n/an/a

AU$2m

Sep 30 2024n/an/a

AU$909k

Jun 30 2024AU$2mAU$773k

AU$83k

Mar 31 2024n/an/a

AU$3m

Dec 31 2023n/an/a

AU$7m

Sep 30 2023n/an/a

-AU$10m

Jun 30 2023AU$17mAU$424k

-AU$26m

Mar 31 2023n/an/a

-AU$37m

Dec 31 2022n/an/a

-AU$47m

Sep 30 2022n/an/a

-AU$41m

Jun 30 2022AU$15mAU$424k

-AU$35m

Mar 31 2022n/an/a

-AU$34m

Dec 31 2021n/an/a

-AU$32m

Sep 30 2021n/an/a

-AU$14m

Jun 30 2021AU$9mAU$424k

AU$4m

Mar 31 2021n/an/a

AU$23m

Dec 31 2020n/an/a

AU$41m

Sep 30 2020n/an/a

AU$34m

Jun 30 2020AU$594kAU$424k

AU$27m

Mar 31 2020n/an/a

AU$23m

Dec 31 2019n/an/a

AU$19m

Sep 30 2019n/an/a

AU$18m

Jun 30 2019AU$439kAU$385k

AU$17m

Compensatie versus markt: De totale vergoeding ($USD 1.04M ) Ruslan } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Australian markt ($USD 635.47K ).

Compensatie versus inkomsten: De vergoeding van Ruslan is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Ruslan Kogan

20.3yrs
Tenure
AU$1,442,130
Compensatie

Mr. Ruslan Kogan, BBS founded Kogan Com Limited in 2006. Mr. Kogan has been the Chief Executive Officer of KoganCom Limited since 2006 and serves as its Executive Director and Managing Director. Prior to...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Ruslan Kogan
Founder20.3yrsAU$1.44m17.57%
A$ 60.3m
David Shafer
CFO, COO & Executive Director15.5yrsAU$1.04m3.52%
A$ 12.1m
Goran Stefkovski
Chief Technology Officerno datageen gegevens0.30%
A$ 1.0m
Belinda Cleminson
Company Secretaryless than a yeargeen gegevensgeen gegevens
15.5yrs
Gemiddelde duur

Ervaren management: Het managementteam van KGN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 15.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Ruslan Kogan
Founderno dataAU$1.44m17.57%
A$ 60.3m
David Shafer
CFO, COO & Executive Director15.5yrsAU$1.04m3.52%
A$ 12.1m
Gary Levin
Independent Non-Executive Directorless than a yeargeen gegevens0.031%
A$ 107.4k
Harry Debney
Independent Non-Executive Director10yrsAU$121.00k0.10%
A$ 351.2k
Gregory Ridder
Independent Non-Executive Chairman10yrsAU$203.50k0.17%
A$ 583.6k
Janine Allis
Independent Non-Executive Director5.1yrsAU$104.50k0.015%
A$ 52.9k
Francine Ereira
Independent Non-Executive Directorless than a yeargeen gegevens0.012%
A$ 40.8k
Ronn Bechler
Independent Non-Executive Directorless than a yeargeen gegevensgeen gegevens
5.1yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van KGN wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/04 01:21
Aandelenkoers aan het einde van de dag2026/05/04 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Kogan.com Ltd wordt gevolgd door 8 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Chamithri RatnapalaBell Potter
Ivana YeBofA Global Research
Owen HumphriesCanaccord Genuity