OCDO Share Price Performance
UK£0
-3.44 (-100.00%)
Price UK£0
Fair ValueUK£2.35
Share Pricen/a
Narrative Update • Aug 07
Ocado Group plc Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 49 Fair Values set on narratives written by author
OCDO Community Narratives
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Fair Value
·Fair Value UK£2.35 2.9% overvalued intrinsic discount
Analyst Commentary Highlights Mixed Outlook and Valuation Adjustments for Ocado Group
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28users have followed this narrative
AN
Fair Value
·Fair Value UK£3.92 38.4% undervalued intrinsic discount
Modular Automation Will Unlock Vast Potential In Digital Grocery
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3users have followed this narrative
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Fair Value
·Fair Value UK£1 141.4% overvalued intrinsic discount
Rising Regulatory Hurdles And Cost Pressures Will Erode Margins
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Analyst Commentary Highlights Mixed Outlook and Valuation Adjustments for Ocado Group
Ocado’s big growth story may be bumpier than many expect as more rivals offer similar warehouse automation and some partners lose exclusivity. The upside hinges on whether its technology and partnerships can keep winning new customers and turn its heavy development spending into steadier, repeatable service income.Read more
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UK£2.35
2.9% overvalued intrinsic discount
Fair Value
Profit Margin
1.99%
Future PE
77.03x
Price in 2029
UK£3.03
Modular Automation Will Unlock Vast Potential In Digital Grocery
Ocado’s latest grocery warehouse tech aims to make online grocery cheaper and easier to roll out, which could help it win more partners and grow its recurring software-like income. But the story hinges on big customers staying loyal and on Ocado keeping costs under control as competition and a tougher consumer environment put pressure on everyone.Read more
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UK£3.92
38.4% undervalued intrinsic discount
Fair Value
Profit Margin
1.27%
Future PE
198.56x
Price in 2029
UK£5.09
Rising Regulatory Hurdles And Cost Pressures Will Erode Margins
Ocado bets big on automated grocery warehouses, but tougher sustainability rules, higher energy and delivery costs, and stronger negotiating power from big retailers could make it harder to keep profits improving. At the same time, its technology platform is spreading to more partners and markets, setting up a tug-of-war between growth and rising pressure on what it can charge.Read more
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UK£1
141.4% overvalued intrinsic discount
Fair Value
Profit Margin
1.42%
Future PE
51.2x
Price in 2029
UK£1.3
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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OCDO: Asda Deal And New Fulfilment Sites Will Support Cash Flow Transition
Fair Value: UK£2.35 2.9% overvalued intrinsic discount
28 fair values setusers have set this as their fair value
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AN
OCDO: Asda Partnership Will Support Cash Flow Turnaround And Future Rerating
Fair Value: UK£3.92 38.4% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
OCDO: Lower Revenue Assumptions And P/E Expectation Will Pressure Future Returns
Fair Value: UK£1 141.4% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
Ocado Group plc Key Details
Last Reported Earnings
May 31, 2026
Next Reporting Earnings
Feb 25, 2027
- -0.30
- 22.98%
- -14.29%
- 91.8%
About OCDO
- Founded
- 2000
- Employees
- 21367
- CEO
- WebsiteView website
Ocado Group plc, together with its subsidiaries, operates as an online grocery retailer in the United Kingdom and internationally. The company operates through Technology Solutions and Logistics segments. It provides end-to-end online retail and automated storage and retrieval solutions for general merchandise to corporate customers; and Ocado Intelligent Automation that provides automation solutions to sectors outside of grocery retail. The company also provides third-party logistics services through Ocado storage and retrieval system. Ocado Group plc was founded in 2000 and is headquartered in Hatfield, the United Kingdom.
