ZAL Share Price Performance
€22.36
-10.22 (-31.37%)
49.5% undervalued intrinsic discount
€44.28
Fair Value
Price €22.36
andreas_eliades €44.28
AnalystLowTarget €20.00
AnalystHighTarget €51.12
Fair Value€44.28
Share Pricen/a
Narrative Update • May 17
Zalando SE Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 121 Fair Values set on narratives written by author
ZAL Community Narratives
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Fair Value
·Fair Value €44.28 49.5% undervalued intrinsic discount
A Top Pick In A Struggling Industry
3users have liked this narrative
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16users have followed this narrative
AN
Fair Value
·Fair Value €20 11.8% overvalued intrinsic discount
European Regulations And Competition Will Hamper Growth Yet Spur Efficiency
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value €51.12 56.3% undervalued intrinsic discount
Digital And Sustainable Trends Will Transform European Online Retail
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.Read more
AN
€44.28
49.5% undervalued intrinsic discount
Fair Value
Revenue
8% p.a.
Profit Margin
4%
Future PE
25x
Price in 2030
€62.11
European Regulations And Competition Will Hamper Growth Yet Spur Efficiency
Zalando is trying to lift profits by expanding its shopping “ecosystem,” using smarter personalization, and rolling out services for other brands—but weak shoppers and tough competition could keep growth muted. Stricter rules on returns and sustainability, plus the challenge of combining with ABOUT YOU, may decide whether these efforts turn into real gains or just higher costs.Read more
AN
€20
11.8% overvalued intrinsic discount
Fair Value
Revenue
4.85% p.a.
Profit Margin
3.25%
Future PE
12.56x
Price in 2029
€24.31
Digital And Sustainable Trends Will Transform European Online Retail
Key Takeaways Expansion of loyalty programs, AI-driven personalization, and B2B services positions Zalando for faster revenue and margin growth than analysts anticipate. Strategic acquisitions and a focus on sustainability and circular fashion create new, defensible revenue streams and reinforce market leadership.Read more
AN
€51.12
56.3% undervalued intrinsic discount
Fair Value
Revenue
13.61% p.a.
Profit Margin
3.9%
Future PE
26.54x
Price in 2029
€62.3
AI Feed And European Expansion Will Redefine E-Commerce Markets
Key Takeaways Expansion in personalization, new markets, and marketplace partnerships positions Zalando for sustained growth and higher-margin revenue streams. Integration and efficiency initiatives in logistics and operations are set to drive margin improvement and increased profitability over time.Read more
AN
€36.85
39.3% undervalued intrinsic discount
Fair Value
Revenue
11.75% p.a.
Profit Margin
3.57%
Future PE
21.17x
Price in 2028
€44.5
Trending Discussion
Recently Updated Narratives
AN
A Top Pick In A Struggling Industry
Fair Value: €44.28 49.5% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
ZAL: Future Margin Delivery And 2026 Guidance Will Frame Balanced Upside Potential
Fair Value: €20 11.8% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ZAL: Recent Rating Upgrades Will Support A More Constructive Risk Reward Profile
Fair Value: €51.12 56.3% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Zalando SE Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 04, 2026
- 0.48
- 39.85%
- 0.91%
- 17.9%
About ZAL
- Founded
- 2008
- Employees
- 16998
- CEO
- WebsiteView website
Zalando SE operates an online platform for fashion and lifestyle products in Germany and internationally. The company operates through Business-to-Business and Business-to-Consumer segments. It engages in the development, sourcing, marketing, retail, and commission sale of various type of goods, including shoes, apparel, accessories, and beauty products with free delivery and returns, as well as various payment options. The company sells its products through Lounge by Zalando and its outlets. Zalando SE was founded in 2008 and is headquartered in Berlin, Germany.
