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ZIM Integrated Shipping Services Ltd. Stock Price

NYSE:ZIM Community·US$3.0b Market Cap
  • 5 Narratives written by author
  • 7 Comments on narratives written by author
  • 276 Fair Values set on narratives written by author

ZIM Share Price Performance

US$25.14
6.85 (37.45%)
US$35.00
Fair Value
US$25.14
6.85 (37.45%)
28.2% undervalued intrinsic discount
US$35.00
Fair Value
Price US$25.14
AnalystHighTarget US$35.00
AnalystConsensusTarget US$22.90
JohnaTheWhale US$452.35

ZIM Community Narratives

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Fair Value US$35 28.2% undervalued intrinsic discount

Digital Shipping Will Attract E-Commerce Yet Risk Margin Pressure

0users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
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Fair Value US$22.9 9.8% overvalued intrinsic discount

Overoptimistic US-China Trade Shifts Will Lower Earnings

3users have liked this narrative
5users have commented on this narrative
92users have followed this narrative
Fair Value
·
Fair Value US$452.35 94.4% undervalued intrinsic discount

Recent rain and low relative dollar bode well For 2026

1users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
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ZIM Integrated Shipping Services

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

View narrative
US$452.35
94.4% undervalued intrinsic discount
Fair Value
Revenue
55% p.a.
Profit Margin
26.52%
Future PE
4x
Price in 2030
US$695.99
US$35
28.2% undervalued intrinsic discount
Revenue
-4.44% p.a.
Profit Margin
24.98%
Future PE
4.03x
Price in 2029
US$50.37
US$9.8
156.5% overvalued intrinsic discount
Revenue
-19.76% p.a.
Profit Margin
20.15%
Future PE
2.07x
Price in 2028
US$15.3

Trending Discussion

Updated Narratives

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Recent rain and low relative dollar bode well For 2026

Fair Value: US$452.35 94.4% undervalued intrinsic discount
15 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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ZIM: Competing Buyout Offers And Ongoing Dividends Will Drive Future Upside

Fair Value: US$35 28.2% undervalued intrinsic discount
11 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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ZIM: Pending Buyout And Delisting Will Sustain Pressure On Overvalued Shares

Fair Value: US$22.9 9.8% overvalued intrinsic discount
92 users have set this as their fair value
5 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
1 Reward

ZIM Integrated Shipping Services Ltd. Key Details

US$6.3b

Revenue

US$4.3b

Cost of Revenue

US$2.0b

Gross Profit

US$1.9b

Other Expenses

US$97.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.81
31.21%
1.56%
2.2%
View Full Analysis

About ZIM

Founded
1945
Employees
4714
CEO
Eliyahu Glickman
WebsiteView website
www.zim.com

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, a device attached to the engine of the reefer, and allows customers to track and monitor, cargo, such as pharmaceuticals, food and delicate electronics. As of December 31, 2025, it operated a fleet of 128 vessels, such as 115 container vessels and 13 vehicle transport vessels, as well as a network of 56 weekly lines. ZIM Integrated Shipping Services Ltd. was incorporated in 1945 and is headquartered in Haifa, Israel.

Recent ZIM News & Updates

Seeking Alpha May 21

ZIM Integrated: The Worst May Be Priced In

Summary ZIM reported a poor Q1, but the stock is holding up. The worst may be priced in, and upside is attractive if the merger goes through. I am upgrading ZIM to a Hold given the increased upside and limited downside. Read the full article on Seeking Alpha
Narrative Update May 20

ZIM: Competing Buyout Offers And Ongoing Dividends Will Drive Future Upside

Analysts are keeping their $35.00 price target for ZIM Integrated Shipping Services unchanged, citing relatively stable fair value assumptions along with small adjustments to the discount rate, revenue growth expectations, profit margin and future P/E estimates. What's in the News Sakal Group and others proposed to acquire ZIM Integrated Shipping Services for US$4.5b, offering US$37.50 per share and pledging a US$250m employee bonus pool and continued Israeli operational control of the 145 vessel fleet; Hapag Lloyd separately proposed an acquisition valued at about US$4.2b, or US$35 per share (M&A Transaction Announcements).

Recent updates

No updates