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Coles Group Limited Stock Price

ASX:COL Community·AU$30.7b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 117 Fair Values set on narratives written by author

COL Share Price Performance

AU$22.92
0.98 (4.47%)
AU$22.94
Fair Value
AU$22.92
0.98 (4.47%)
0.09% undervalued intrinsic discount
AU$22.94
Fair Value
Price AU$22.92
AnalystConsensusTarget AU$22.94
LauraS AU$22.19
Robbo AU$22.00

COL Community Narratives

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Fair Value AU$22.94 0.09% undervalued intrinsic discount

Automated Distribution Centres And CFC Rollouts Will Improve Supply Chain Efficiency

1users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
Fair Value
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Fair Value AU$22.19 3.3% overvalued intrinsic discount

A high-quality defensive business with limited growth but strong cash generation.

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Fair Value
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Fair Value AU$22 4.2% overvalued intrinsic discount

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

7users have liked this narrative
2users have commented on this narrative
23users have followed this narrative
AU$22
4.2% overvalued intrinsic discount
Fair Value
Revenue
8.72% p.a.
Profit Margin
2.49%
Future PE
24.51x
Price in 2030
AU$30.79

Trending Discussion

Updated Narratives

COL logo

A high-quality defensive business with limited growth but strong cash generation.

Fair Value: AU$22.19 3.3% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
COL logo

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Fair Value: AU$22 4.2% overvalued intrinsic discount
23 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
COL logo

COL: Firm Margins And Leakage Controls Are Expected To Sustain Fair Value

Fair Value: AU$22.94 0.09% undervalued intrinsic discount
50 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Acceptable track record and slightly overvalued.

2 Risks
2 Rewards

Coles Group Limited Key Details

AU$45.1b

Revenue

AU$32.9b

Cost of Revenue

AU$12.2b

Gross Profit

AU$11.1b

Other Expenses

AU$1.0b

Earnings

Last Reported Earnings
Jan 04, 2026
Next Reporting Earnings
n/a
0.76
26.98%
2.25%
62.3%
View Full Analysis

About COL

Founded
1914
Employees
115000
CEO
Leah Weckert
WebsiteView website
www.colesgroup.com.au

Coles Group Limited operates as a retailer in Australia. It operates through Supermarkets and Liquor segments. The company operates various supermarkets, which offers fresh food, groceries, general merchandise, and liquor; and coles.com.au, which offers a choice of home delivery, including same-day, overnight drop and go services, and pick up from click and collect locations. Its Coles Financial Services provides insurance, credit cards, and personal loans to Australian families. The company is also involved in the retailing of liquor through its various stores under the Liquorland, First Choice Liquor Market, and Vintage Cellars brand names, as well as retail media services through its store network and online platforms. In addition, it operates as flybuys loyalty program. The company was formerly known as Coles Myer Ltd. and changed its name to Coles Group Limited in November 2006. Coles Group Limited was founded in 1914 and is based in Hawthorn East, Australia.

Recent COL News & Updates

COL: Firm Margins And Leakage Controls Are Expected To Sustain Fair Value

Analysts have nudged their fair value estimate for Coles Group slightly higher from A$22.75 to A$22.94, citing healthy growth, solid margins and progress in limiting non food channel leakage as key factors supporting the higher price target. Analyst Commentary Recent research points to a slightly more constructive view on Coles Group, with bullish analysts highlighting resilient fundamentals while also flagging areas that still warrant caution for valuation and execution risk.

COL: Firm Margins And Leakage Improvements Are Expected To Support Fair Value

Analysts have raised their price target on Coles Group to A$23, a modest uplift that is supported by views that growth remains relatively healthy, margins are solid and recent progress on non food channel leakage is encouraging. Analyst Commentary Recent research around the A$23 price target highlights a mix of confidence in Coles Group’s current setup and caution around execution risks and competition.

COL: Firm Margins And Lower Leakage Are Expected To Sustain Fair Value

Analysts have lifted their price target for Coles Group to A$23, reflecting updated views that relatively healthy growth, firm margins and progress in reducing non food channel leakage support a somewhat higher valuation multiple and a slightly lower discount rate in current models. Analyst Commentary Bullish Takeaways Bullish analysts see the A$23 price target as supported by relatively healthy growth, which they view as sufficient to underpin the revised valuation rather than stretching it.

Recent updates

No updates