SKO Share Price Performance
NZ$0
-2.88 (-100.00%)
Price NZ$0
Fair ValueNZ$3.22
Share Pricen/a
Narrative Update • Jun 26
Serko Limited Stock Price
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
SKO Community Narratives
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Fair Value
·Fair Value NZ$3.22 59.3% undervalued intrinsic discount
Corporate Travel Platform And AI Expansion Will Drive Strong Long-Term Earnings Potential
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Fair Value
·Fair Value NZ$2.71 51.7% undervalued intrinsic discount
Overreliance On Key Partnerships Will Constrain Margins And Limit Earnings Improvement
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Fair Value
·Fair Value NZ$4.55 71.2% undervalued intrinsic discount
AI-Powered Travel Platform And NDC Leadership Will Drive Strong Long-Term Corporate Demand
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Corporate Travel Platform And AI Expansion Will Drive Strong Long-Term Earnings Potential
Serko is trying to turn business travel bookings into a bigger, stickier platform by leaning on Booking.com for Business, deeper ties with airlines, and a push into North America. The big question is whether its heavy spending on new AI features and expansion pays off fast enough to offset weaker travel demand and pressure on what it earns per booking.Read more
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NZ$3.22
59.3% undervalued intrinsic discount
Fair Value
Profit Margin
8.07%
Future PE
37.74x
Price in 2029
NZ$4.12
Overreliance On Key Partnerships Will Constrain Margins And Limit Earnings Improvement
Catalysts About Serko Serko provides corporate travel and expense management software, including powering Booking.com for Business and the GetThere platform. What are the underlying business or industry changes driving this perspective?Read more
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NZ$2.71
51.7% undervalued intrinsic discount
Fair Value
Profit Margin
8.22%
Future PE
33.48x
Price in 2029
NZ$3.46
AI-Powered Travel Platform And NDC Leadership Will Drive Strong Long-Term Corporate Demand
Catalysts About Serko Serko provides a global corporate travel booking and expense platform, partnering with major brands to deliver scalable, AI-enabled travel solutions. What are the underlying business or industry changes driving this perspective?Read more
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NZ$4.55
71.2% undervalued intrinsic discount
Fair Value
Profit Margin
20.14%
Future PE
20.64x
Price in 2028
NZ$5.81
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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SKO: Higher 2027 Income Guidance Will Support Stronger Future Profitability
Fair Value: NZ$3.22 59.3% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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AN
Overreliance On Key Partnerships Will Constrain Margins And Limit Earnings Improvement
Fair Value: NZ$2.71 51.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AI-Powered Travel Platform And NDC Leadership Will Drive Strong Long-Term Corporate Demand
Fair Value: NZ$4.55 71.2% 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
Serko Limited Key Details
About SKO
- Founded
- 1994
- Employees
- 390
- CEO
- WebsiteView website
Serko Limited provides online travel booking and expense management services in New Zealand, Australia, the United States, Europe, and internationally. The company offers solutions for travelers to book and manage their work trips and travel programmes. It provides Booking.com for Business, that is used by small-to-medium businesses; Zeno for managed business travel; and GetThere, a corporate booking tool. The company also offers Serko.ai, an agentic AI offering. Serko Limited was founded in 1994 and is headquartered in Auckland, New Zealand.
