ZIM Share Price Performance
US$19.51
-1.59 (-7.54%)
47.2% overvalued intrinsic discount
US$13.26
Fair Value
Price US$19.51
AnalystConsensusTarget US$13.26
AnalystHighTarget US$19.00
AnalystLowTarget US$9.50
Fair ValueUS$13.26
Share Pricen/a
ZIM Integrated Shipping Services Ltd. Stock Price
- 4 Narratives written by author
- 4 Comments on narratives written by author
- 245 Fair Values set on narratives written by author
ZIM Community Narratives
AN
Fair Value US$13.26 47.2% overvalued intrinsic discount
Overoptimistic US-China Trade Shifts Will Lower Earnings
3users have liked this narrative
3users have commented on this narrative
86users have followed this narrative
AN
Fair Value US$19 2.7% overvalued intrinsic discount
Digital Shipping Will Attract E-Commerce Yet Risk Margin Pressure
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
Fair Value US$9.8 99.1% overvalued intrinsic discount
Onshoring Trends And Rising Regulation Will Crush Shipping Margins
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Recent rain and low relative dollar bode well For 2026
Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.Read more
0users have liked this narrative
1users have commented on this narrative
8users have followed this narrative
JO
US$452.35
95.7% undervalued intrinsic discount
JohnaTheWhale Fair Value
Revenue growth
55% p.a.
Profit Margin
26.52%
Future PE
4x
Share price in 2030
US$695.99
Overoptimistic US-China Trade Shifts Will Lower Earnings
Key Takeaways Near-term revenue and margin growth are challenged by weak China-U.S. flows, overcapacity, and limited digital differentiation amid shifting trade routes and industry competition. Heavy reliance on volatile Transpacific trade and chartered fleet heightens risk to earnings stability, with tariff and market changes threatening profitability expectations.Read more
3users have liked this narrative
3users have commented on this narrative
86users have followed this narrative
AN
US$13.26
47.2% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-16.89% p.a.
Profit Margin
1.4%
Future PE
36.25x
Share price in 2028
US$20.7
Digital Shipping Will Attract E-Commerce Yet Risk Margin Pressure
Key Takeaways Fleet modernization, digitalization, and asset-light flexibility strongly position ZIM to outperform competitors through tighter environmental standards and evolving global shipping demands. Geographic and operational diversification, plus a focus on emerging trade corridors, underpin resilience and potential for significant top-line and margin growth.Read more
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
US$19
2.7% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
-12.52% p.a.
Profit Margin
4.52%
Future PE
13.78x
Share price in 2028
US$29.66
Onshoring Trends And Rising Regulation Will Crush Shipping Margins
Key Takeaways Structural shifts in global manufacturing and industry consolidation threaten ZIM's long-term revenue and competitive positioning. Rising regulatory, environmental, and technological pressures are expected to erode margins and increase earnings volatility for ZIM.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$9.8
99.1% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-19.76% p.a.
Profit Margin
20.15%
Future PE
2.07x
Share price in 2028
US$15.3
Recently Updated Narratives
JO
Recent rain and low relative dollar bode well For 2026
Fair Value: US$452.35 95.7% undervalued intrinsic discount
8 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Overoptimistic US-China Trade Shifts Will Lower Earnings
Fair Value: US$13.26 47.2% overvalued intrinsic discount
86 followersusers have followed this narrative
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Onshoring Trends And Rising Regulation Will Crush Shipping Margins
Fair Value: US$9.8 99.1% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
ZIM Integrated Shipping Services Ltd. Key Details
About ZIM
- Founded
- 1945
- Employees
- 4850
- CEO
- WebsiteView website
ZIM Integrated Shipping Services Ltd., together with its subsidiaries, provides container shipping and related services in Israel and internationally. The company offers door-to-door and port-to-port transportation services for various types of customers, including end-users, consolidators, and freight forwarders. It also provides ZIMonitor, a reefer cargo tracking service. As of December 31, 2024, it operated a fleet of 145 vessels, such as 130 container vessels and 15 vehicle transport vessels, as well as a network of 56 weekly lines. The company was incorporated in 1945 and is headquartered in Haifa, Israel.
