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ZIM Integrated Shipping Services Ltd. Stock Price

NYSE:ZIM Community·US$3.3b Market Cap
  • 4 Narratives written by author
  • 7 Comments on narratives written by author
  • 287 Fair Values set on narratives written by author

ZIM Share Price Performance

US$27.16
12.46 (84.76%)
US$452.35
Fair Value
US$27.16
12.46 (84.76%)
94.0% undervalued intrinsic discount
US$452.35
Fair Value
Price US$27.16
JohnaTheWhale US$452.35
AnalystConsensusTarget US$24.95
AnalystLowTarget US$16.50

ZIM Community Narratives

Fair Value
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Fair Value US$452.35 94.0% undervalued intrinsic discount

Recent rain and low relative dollar bode well For 2026

1users have liked this narrative
1users have commented on this narrative
22users have followed this narrative
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Fair Value US$24.95 8.9% overvalued intrinsic discount

Overoptimistic US-China Trade Shifts Will Lower Earnings

3users have liked this narrative
5users have commented on this narrative
91users have followed this narrative
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Fair Value US$16.5 64.6% overvalued intrinsic discount

Onshoring Trends And Rising Regulation Will Crush Shipping Margins

0users have liked this narrative
0users have commented on this narrative
3users 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
94.0% undervalued intrinsic discount
Fair Value
Revenue
55% p.a.
Profit Margin
26.52%
Future PE
4x
Price in 2030
US$695.99
US$38
28.5% undervalued intrinsic discount
Revenue
-2.07% p.a.
Profit Margin
27.13%
Future PE
3.86x
Price in 2029
US$53.75
US$16.5
64.6% overvalued intrinsic discount
Revenue
-0.88% p.a.
Profit Margin
26.94%
Future PE
1.73x
Price in 2029
US$23.67
US$24.95
8.9% overvalued intrinsic discount
Revenue
-2.47% p.a.
Profit Margin
26.94%
Future PE
2.72x
Price in 2029
US$35.43

Trending Discussion

No trending discussion available.

Updated Narratives

ZIM logo

Recent rain and low relative dollar bode well For 2026

Fair Value: US$452.35 94.0% undervalued intrinsic discount
22 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: Regulatory Overhang Around Hapag Lloyd Deal Will Shape Future Upside

Fair Value: US$38 28.5% undervalued intrinsic discount
12 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
ZIM logo

ZIM: Government Opposition To Hapag Deal Will Drive Future Share Weakness

Fair Value: US$16.5 64.6% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with slight risk.

4 Risks
1 Reward

ZIM Integrated Shipping Services Ltd. Key Details

US$6.4b

Revenue

US$4.4b

Cost of Revenue

US$2.0b

Gross Profit

US$1.9b

Other Expenses

US$138.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.15
30.96%
2.15%
2.1%
View Full Analysis

About ZIM

Founded
1945
Employees
4714
CEO
Chen Lichtenstein
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 Aug 19

ZIM: With Record Rates, A Hapag Rejection Could Unlock Greater Value (Downgrade)

Summary ZIM Integrated Shipping Services (ZIM) is downgraded from strong buy to buy due to less favorable risk/reward, despite robust fundamentals and record transpacific rates. The $4.2 billion Hapag Lloyd bid, subject to Israeli government approval, creates uncertainty and constrains ZIM's share price; clarity—especially a rejection—could act as a positive catalyst. ZIM boasts $2.46 billion in cash, no traditional debt, and newbuild charters below market rates, supporting potential EPS of $9.5 and a 16%+ dividend yield for the year. Main risks are prolonged bid uncertainty and potential rate declines; a quick resolution or bid rejection could unlock upside beyond the current $35 per share offer. Read the full article on Seeking Alpha

Recent updates

No updates