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ZKH Group Limited Stock Price

NYSE:ZKH Community·US$462.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

ZKH Share Price Performance

US$2.89
-0.11 (-3.67%)
US$4.21
Fair Value
US$2.89
-0.11 (-3.67%)
31.4% undervalued intrinsic discount
US$4.21
Fair Value
Price US$2.89
AnalystConsensusTarget US$4.21
AnalystHighTarget US$4.80
AnalystLowTarget US$3.72

ZKH Community Narratives

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Fair Value US$4.21 31.4% undervalued intrinsic discount

Overseas Expansion And AI Adoption Will Drive Future Success

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Fair Value US$4.8 39.8% undervalued intrinsic discount

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

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Fair Value US$3.72 22.2% undervalued intrinsic discount

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

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US$3.72
22.2% undervalued intrinsic discount
Profit Margin
1.49%
Future PE
32.23x
Price in 2028
US$4.79

Trending Discussion

No trending discussion available.

Updated Narratives

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ZKH: New Finance Leadership Will Support Higher Future Earnings Power

Fair Value: US$4.8 39.8% undervalued intrinsic discount
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ZKH: Lower Growth Assumptions Will Still Support Future Upside Potential

Fair Value: US$4.21 31.4% undervalued intrinsic discount
4 users have set this as their fair value
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ZKH logo

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

Fair Value: US$3.72 22.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
4 Rewards

ZKH Group Limited Key Details

CN¥9.2b

Revenue

CN¥7.7b

Cost of Revenue

CN¥1.5b

Gross Profit

CN¥1.6b

Other Expenses

-CN¥83.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.52
16.34%
-0.91%
9.5%
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

Narrative Update Jul 28

ZKH: New Finance Leadership Will Support Higher Future Earnings Power

Analysts have trimmed their price target on ZKH Group to reflect a lower fair value estimate of $4.80, compared with the prior $6.11, based on updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News for ZKH Group ZKH Group announced that chief financial officer Mr. Chiu Chun Lai tendered his resignation for personal reasons, effective July 20, 2026.
Narrative Update Jul 13

ZKH: Lower Growth Assumptions Will Still Support Future Upside Potential

Analysts have reduced their price target on ZKH Group to $4.21 from $4.76, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E estimates. What's in the News for ZKH Group No recent news stories for ZKH Group were identified in the provided sources.

Recent updates

No updates