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ZIM logo

ZIM Integrated Shipping Services Ltd. Stock Price

NYSE:ZIM Community·US$3.6b Market Cap
  • 4 Narratives written by author
  • 7 Comments on narratives written by author
  • 294 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ZIM Share Price Performance

US$30.10
15.45 (105.46%)
​
US$452.35
Fair Value
US$30.10
15.45 (105.46%)
93.3% undervalued intrinsic discount
US$452.35
Fair Value
Price US$30.10
JohnaTheWhale US$452.35
AnalystConsensusTarget US$28.30
AnalystHighTarget US$38.00
Fri, 22 Aug 25
Fair ValueUS$452.35
Share Pricen/a

ZIM Community Narratives

JO
JohnaTheWhale's
Fair Value
·
Fair Value US$452.35 93.3% undervalued intrinsic discount

Recent rain and low relative dollar bode well For 2026

1users have liked this narrative
1users have commented on this narrative
26users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$28.3 6.4% 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$38 20.8% 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
ZIM logo
ZIM Integrated Shipping Services
93.3% undervalued intrinsic discount

Recent rain and low relative dollar bode well For 2026

View narrative
JO
JohnaTheWhale
Updated 22 Aug 2025
Read Narrative
ZIM logo
ZIM Integrated Shipping Services
6.4% overvalued intrinsic discount
Updated

Overoptimistic US-China Trade Shifts Will Lower Earnings

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Sep
Read Narrative
ZIM logo
ZIM Integrated Shipping Services
20.8% undervalued intrinsic discount

Digital Shipping Will Attract E-Commerce Yet Risk Margin Pressure

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Aug
Read Narrative
ZIM logo
ZIM Integrated Shipping Services
82.4% overvalued intrinsic discount

Onshoring Trends And Rising Regulation Will Crush Shipping Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 16 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

JO
ZIM logo

Recent rain and low relative dollar bode well For 2026

Fair Value: US$452.35 93.3% undervalued intrinsic discount
26 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ZIM logo

ZIM: Revised Hapag Lloyd Bid And Safeguards Will Shape Fairly Valued Outlook

Fair Value: US$28.3 6.4% overvalued intrinsic discount
92 fair values setusers have set this as their fair value
5 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ZIM logo

ZIM: Regulatory Overhang Around Hapag Lloyd Deal Will Shape Future Upside

Fair Value: US$38 20.8% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet with slight risk.

4 Risks
1 Reward
View Full Analysis

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 • Sep 18

ZIM Integrated: Why Bulls Overestimated The Hapag-Lloyd Arbitrage Spread

Summary Current share prices of ZIM Integrated Shipping Services are about 18% below the price that Hapag-Lloyd offered in its acquisition plan. However, the Hapag-Lloyd acquisition faces significant regulatory hurdles. As such, the current arbitrage spread is more of a reflection of fundamental uncertainties rather than an upside. I also disagree with the argument that ZIM shares represent a bargain (with its single-digit P/E) if the acquisition falls through. ZIM's low forward P/E is misleading given extreme earnings volatility; valuation metrics like EV/EBITDA and P/Sales show a very different picture. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 14

ZIM: Revised Hapag Lloyd Bid And Safeguards Will Shape Fairly Valued Outlook

Analysts have raised their price target for ZIM Integrated Shipping Services from $24.95 to $28.30, citing updated assumptions for discount rates, long-term revenue trends, profit margins, and future P/E levels. What’s in the News for ZIM Integrated Shipping Services Hapag Lloyd is working with the Israeli government on a revised US$4.2b all cash bid to acquire ZIM Integrated Shipping Services.

Recent updates

No updates

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