Ocado Group Share Price

OCDO Community Fair Values

• AN

  

  AnalystHighTarget

  Consensus Narrative from 13 Analysts

  Modular Automation Will Unlock Vast Potential In Digital Grocery

  Key Takeaways Major automation advances and flexible new models lower costs, expand addressable markets, and position Ocado for margin and revenue growth beyond current expectations. Strategic shifts and expiring exclusivity enable access to new global partners, accelerating SaaS, royalty, and recurring revenue streams as automation demand surges.

  UK£4.00

  FV

  17.3% undervalued intrinsic discount

  54.32%

  Revenue growth p.a.

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  9 days ago author updated this narrative
• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 13 Analysts

  Automated Fulfilment Will Offer Upside Amid Margin Risks

  Key Takeaways Overestimated international licensing and automation demand, along with rising competition, could limit Ocado's revenue growth, margin expansion, and cash generation. Persistent R&D costs and evolving market risks may constrain profitability, while competitive pressures and regulatory challenges threaten valuation and long-term growth.

  UK£3.00

  FV

  10.3% overvalued intrinsic discount

  49.36%

  Revenue growth p.a.

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  9 days ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 13 Analysts

  Rising Regulatory Hurdles And Cost Pressures Will Erode Margins

  Key Takeaways Rising sustainability demands and consolidation in grocery retail threaten Ocado's pricing power, contract terms, and margin stability. Heavy investment in automation and underperforming divisions risk negative earnings if client expansion lags amid economic and geopolitical headwinds.

  UK£2.10

  FV

  57.5% overvalued intrinsic discount

  49.74%

  Revenue growth p.a.

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  9 days ago author updated this narrative