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ZKH Group Limited Stock Price

NYSE:ZKH Community·US$464.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ZKH Share Price Performance

US$0
-2.95 (-100.00%)
​
US$4.21
Fair Value
US$0
-2.95 (-100.00%)
​
Price US$0
Mon, 13 Jul 26
Fair ValueUS$4.21
Share Pricen/a

ZKH Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$4.21 31.0% undervalued intrinsic discount

Overseas Expansion And AI Adoption Will Drive Future Success

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$4.8 39.3% undervalued intrinsic discount

Private Label Expansion And AI Productivity Gains Will Transform Long Term Profit Potential

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$3.72 21.7% undervalued intrinsic discount

AI Costs, Slowing Industrial Demand, And Private Label Risks Will Challenge Margins Yet Improve Resilience

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ZKH logo
ZKH Group
39.3% undervalued intrinsic discount

Private Label Expansion And AI Productivity Gains Will Transform Long Term Profit Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Jul
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ZKH logo
ZKH Group
31.0% undervalued intrinsic discount

Overseas Expansion And AI Adoption Will Drive Future Success

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Jul
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ZKH logo
ZKH Group
21.7% undervalued intrinsic discount

AI Costs, Slowing Industrial Demand, And Private Label Risks Will Challenge Margins Yet Improve Resilience

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AN
AnalystLowTarget
AnalystLowTarget
Published 17 Dec 2025
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
ZKH logo

ZKH: New Finance Leadership Will Support Higher Future Earnings Power

Fair Value: US$4.8 39.3% undervalued intrinsic discount
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AN
AnalystConsensusTarget
ZKH logo

ZKH: Lower Growth Assumptions Will Still Support Future Upside Potential

Fair Value: US$4.21 31.0% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
ZKH logo

AI Costs, Slowing Industrial Demand, And Private Label Risks Will Challenge Margins Yet Improve Resilience

Fair Value: US$3.72 21.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Excellent balance sheet and good value.

0 Risks
4 Rewards
View Full Analysis

ZKH Group Limited Key Details

CN¥9.4b

Revenue

CN¥7.9b

Cost of Revenue

CN¥1.6b

Gross Profit

CN¥1.6b

Other Expenses

-CN¥2.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.018
16.63%
-0.031%
9.6%
View Full Analysis

About ZKH

Founded
1998
Employees
2933
CEO
Long Chen
WebsiteView website
www.zkh.com

ZKH Group Limited develops and operates a maintenance, repair, and operating (MRO) products trading and service platform that offers spare parts, chemicals, manufacturing parts, general consumables, and office supplies in the People’s Republic of China. It offers equipment parts, including pump valve fittings, low voltage electrical, electric automation, wire and cable, fastening seal, pneumatics and hydraulics, and instrumentation products; chemicals, such as workshop chemicals, chemical reagents, lubricants, and adhesives, as well as paint and painting supplies; and manufacturing parts comprising cutting tool, air compressor, electronic vending machine, factory automation, and abrasive measuring tool products. The company also provides general consumables, including security-related, material handling, power transmission, personal protective equipment, welding, tape and label, cleaning supply, laboratory instrument consumable, and hardware and hand tool products; and office supply, furniture, fringe, lightening, refrigeration and heating, ventilating, air conditioning, and building material products. In addition, it offers MRO procurement and management services; AI-powered MRO procurement solutions; and logistics and warehousing services. Further, the company engages in the production and sale of intelligent warehousing equipment. ZKH Group Limited was founded in 1998 and is headquartered in Shanghai, the People’s Republic of China.

Recent ZKH News & Updates

Seeking Alpha • Aug 26

ZKH Group's Turnaround Comes With Plenty Of Risk

Summary ZKH Group Limited is rated a speculative Buy as restructuring gains traction, with accelerating revenue, margin improvement, and private-label expansion. Q2 2026 marked ZKH's first quarterly operating profit; gross margin rose 110 bps to 17.6%; and private label reached 10% of GMV. Marketplace GMV surged 50.7% YoY, driven by deeper customer penetration, while operating expenses fell as a percentage of sales. Key ZKH risks include rising receivables, poor cash conversion, and regulatory uncertainty tied to China and potential U.S. trading restrictions. Read the full article on Seeking Alpha

Recent updates

No updates

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