KGN Share Price Performance
AU$0
-4.00 (-100.00%)
Price AU$0
Fair ValueAU$5.72
Share Pricen/a
Narrative Update • May 12
Kogan.com Ltd Stock Price
- 4 Narratives written by author
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- 54 Fair Values set on narratives written by author
KGN Community Narratives
AN
Fair Value
·Fair Value AU$5.72 38.7% undervalued intrinsic discount
Online Shopping Growth Will Expand Australia's E-commerce Advantage
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AN
Fair Value
·Fair Value AU$9 61.0% undervalued intrinsic discount
AI And Digital Shifts Will Fuel Long-Term Retail Transformation
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1users have followed this narrative
KI
Fair Value
·Fair Value AU$9.78 64.1% undervalued intrinsic discount
Kogan.com will see revenue bounce back with a 17% surge
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Kogan.com will see revenue bounce back with a 17% surge
Return of consumer sentiment off the back of recent lows, restores Kogan's revenue to what it was previously. Expanding product offerings, alongside increase membership revenue leads to eventually $1bil revenue.Read more
KI
AU$9.78
64.1% undervalued intrinsic discount
Fair Value
Profit Margin
8%
Future PE
25x
Price in 2031
AU$14.36
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
61.0% 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
AN
AU$3.3
6.4% 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
38.7% undervalued intrinsic discount
Fair Value
Profit Margin
4.89%
Future PE
23.61x
Price in 2028
AU$7.14
Trending Discussion
Recently Updated Narratives
KI
Kogan.com will ride high on a comfortable 8% profit margin despite global inflation and supply issues
Fair Value: AU$9.78 64.1% undervalued intrinsic discount
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AN
KGN: Buyback And Fully Franked Dividend Will Support Future Share Returns
Fair Value: AU$9 61.0% 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 6.4% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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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
Narrative Update • Apr 28
KGN: Buyback And Fully Franked Dividend Will Support Future Share Returns
Analysts have fine tuned their assumptions on Kogan.com, keeping the fair value estimate steady at A$9.00 while adjusting inputs such as discount rate, revenue growth, profit margin and future P/E to reflect updated views on the business. What's in the News The Board of Directors authorized a share buyback plan for Kogan.com Ltd on April 24, 2026, signalling an intention to return capital to shareholders over time (Key Developments).Narrative Update • Apr 10
