KGN Share Price Performance
AU$3.56
-0.99 (-21.76%)
60.4% undervalued intrinsic discount
AU$9.00
Fair Value
Price AU$3.56
AnalystHighTarget AU$9.00
AnalystLowTarget AU$3.30
AnalystConsensusTarget AU$6.02
Fair ValueAU$9.00
Share Pricen/a
Kogan.com Ltd Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 54 Fair Values set on narratives written by author
KGN Community Narratives
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Fair Value
·Fair Value AU$9 60.4% undervalued intrinsic discount
AI And Digital Shifts Will Fuel Long-Term Retail Transformation
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Fair Value
·Fair Value AU$3.3 7.9% overvalued intrinsic discount
E-commerce Competition And Supply Challenges Will Undermine Prospects
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AN
Fair Value
·Fair Value AU$5.72 37.8% undervalued intrinsic discount
Online Shopping Growth Will Expand Australia's E-commerce Advantage
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AI And Digital Shifts Will Fuel Long-Term Retail Transformation
Key Takeaways Platform-based revenue growth and AI-driven efficiencies are set to propel margins and profitability, with operating leverage improving as technology scales. Expanding loyalty programs and a shift to exclusive brands may boost customer stickiness, recurring revenue, and long-term market share.Read more
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AU$9
60.4% undervalued intrinsic discount
Fair Value
Profit Margin
7.58%
Future PE
22.46x
Price in 2029
AU$11.44
E-commerce Competition And Supply Challenges Will Undermine Prospects
Key Takeaways Intensifying international competition and heavy promotional activity threaten long-term revenue growth, net margins, and earnings stability despite increased e-commerce penetration and customer demand. Growing reliance on exclusive brands and data-driven personalization boosts margins and engagement, but brings heightened inventory, compliance, and operational risks amid evolving regulations and shifting consumer preferences.Read more
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AU$3.3
7.9% overvalued intrinsic discount
Fair Value
Profit Margin
4.45%
Future PE
14.6x
Price in 2029
AU$4.19
Online Shopping Growth Will Expand Australia's E-commerce Advantage
Key Takeaways Diversified marketplace expansion and exclusive private labels are boosting margins, recurring revenue, and competitive positioning in Australia's e-commerce market. Enhanced data and AI-driven operations are improving efficiency, customer conversion, and earnings scalability amid reduced competition and rising demand for value.Read more
AN
AU$5.72
37.8% undervalued intrinsic discount
Fair Value
Profit Margin
4.89%
Future PE
23.61x
Price in 2028
AU$7.14
Trending Discussion
Recently Updated Narratives
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KGN: Buyback And Fully Franked Dividend Will Support Future Share Returns
Fair Value: AU$9 60.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
KGN: Higher Dividend Will Mask Compressed Future Earnings Multiple Risk
Fair Value: AU$3.3 7.9% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
Online Shopping Growth Will Expand Australia's E-commerce Advantage
Fair Value: AU$5.72 37.8% undervalued intrinsic discount
31 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Kogan.com Ltd Key Details
About KGN
- Founded
- 2006
- Employees
- n/a
- CEO
- WebsiteView website
Kogan.com Ltd operates as an online retailer in Australia. The company offers various brands across a range of categories, including consumer electronics, appliances, homewares, hardware, toys, and others, as well as furniture, gaming, and other entertainment products; and owns and operates private label brands. It also provides pre-paid mobile phone plans. In addition, the company offers general insurances, including home, contents, and car, as well as pet and life insurance; and NBN internet plans. Further, it provides superannuation funds, credit cards, and power and gas services. The company provides its products under the company’s brands, such as Kogan, Ovela, Fortis, Vostok, and Komodo, as well as products from third party brands comprising Apple, Canon, Swann, and Samsung. The company was founded in 2006 and is based in Melbourne, Australia.
Recent KGN News & Updates
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).
