Xero Stock Price

XRO Community Fair Values

• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 15 Analysts

  AI Features And US Expansion Will Improve User Satisfaction And Retention

  Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.

  AU$200.64

  FV

  10.9% undervalued intrinsic discount

  18.09%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• KI

  KiwiInvest

  Community Contributor

  Xero will multiply its profitability with a 25% net profit margin

  Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.

  AU$398.60

  FV

  55.1% undervalued intrinsic discount

  20.00%

  Revenue growth p.a.

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  7users have followed this narrative

  6 months ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 15 Analysts

  Cyber Threats And Regulation Will Erode Value But Encourage Recovery

  Key Takeaways Regulatory challenges, cybersecurity risks, and rapid AI advancements threaten Xero's profitability, requiring increased investment in compliance, security, and innovation to stay competitive. Market saturation and intensifying competition are likely to slow subscriber and revenue growth, while rising costs strain operating margins and long-term earnings potential.

  AU$137.48

  FV

  30.1% overvalued intrinsic discount

  11.68%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 15 Analysts

  Cloud And AI Will Transform SME Workflows Worldwide

  Key Takeaways Xero is set to outpace expectations through international expansion, scalable SaaS, and rapid adoption driven by regulatory and digital tax complexity. Enhanced AI and integrated workflows will boost monetization, retention, and margins, while strong financials enable strategic acquisitions for further growth.

  AU$236.26

  FV

  24.3% undervalued intrinsic discount

  25.59%

  Revenue growth p.a.

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  5 days ago author updated this narrative