ZKH logo

ZKH Group Limited Stock Price

NYSE:ZKH Community·US$551.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

ZKH Share Price Performance

US$3.45
-0.12 (-3.36%)
US$3.98
Fair Value
US$3.45
-0.12 (-3.36%)
18.4% undervalued intrinsic discount
US$4.23
Fair Value
Price US$3.45
AnalystConsensusTarget US$4.23
AnalystHighTarget US$6.11
AnalystLowTarget US$3.72

ZKH Community Narratives

AnalystConsensusTarget·
Fair Value US$3.98 13.3% undervalued intrinsic discount

Overseas Expansion And AI Adoption Will Drive Future Success

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AnalystHighTarget·
Fair Value US$6.11 43.5% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AnalystLowTarget·
Fair Value US$3.72 7.2% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$6.11
43.5% undervalued intrinsic discount
Revenue
16.22% p.a.
Profit Margin
4.12%
Future PE
16.34x
Price in 2029
US$8.33
US$3.72
7.2% undervalued intrinsic discount
Revenue
10.33% p.a.
Profit Margin
1.49%
Future PE
32.23x
Price in 2028
US$4.79
US$3.98
13.3% undervalued intrinsic discount
Revenue
9.9% p.a.
Profit Margin
2.82%
Future PE
18.09x
Price in 2028
US$5.04

Trending Discussion

Updated Narratives

ZKH logo

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

Fair Value: US$6.11 43.5% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
ZKH logo

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

Fair Value: US$3.72 7.2% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
ZKH logo

Overseas Expansion And AI Adoption Will Drive Future Success

Fair Value: US$3.98 13.3% undervalued intrinsic discount
3 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

0 Risks
4 Rewards

ZKH Group Limited Key Details

CN¥8.8b

Revenue

CN¥7.3b

Cost of Revenue

CN¥1.5b

Gross Profit

CN¥1.7b

Other Expenses

-CN¥173.6m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-1.09
16.87%
-1.97%
11.7%
View Full Analysis

About ZKH

Founded
1998
Employees
3262
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 based in Shanghai, the People’s Republic of China.

Recent ZKH News & Updates

Recent updates

No updates