ZAL Share Price Performance
€24.98
-5.28 (-17.45%)
43.6% undervalued intrinsic discount
€44.28
Fair Value
Price €24.98
andreas_eliades €44.28
AnalystHighTarget €52.43
AnalystConsensusTarget €36.85
Fair Value€44.28
Share Pricen/a
Zalando SE Stock Price
- 4 Narratives written by author
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ZAL Community Narratives
AN
Fair Value €44.28 43.6% undervalued intrinsic discount
A Top Pick In A Struggling Industry
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AN
Fair Value €52.43 52.4% undervalued intrinsic discount
Digital And Sustainable Trends Will Transform European Online Retail
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AN
Fair Value €36.85 32.2% undervalued intrinsic discount
AI Feed And European Expansion Will Redefine E-Commerce Markets
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A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.Read more
268
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AN
€44.28
43.6% undervalued intrinsic discount
andreas_eliades's Fair Value
Revenue
8% p.a.
Profit Margin
4%
Future PE
25x
Price in 2030
€62.11
Digital And Sustainable Trends Will Transform European Online Retail
Key Takeaways Expansion of loyalty programs, AI-driven personalization, and B2B services positions Zalando for faster revenue and margin growth than analysts anticipate. Strategic acquisitions and a focus on sustainability and circular fashion create new, defensible revenue streams and reinforce market leadership.Read more
49
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AN
€52.43
52.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
15.4% p.a.
Profit Margin
3.85%
Future PE
19.7x
Price in 2029
€63.47
European Regulations And Competition Will Hamper Growth Yet Spur Efficiency
Key Takeaways Ecosystem expansion, acquisitions, and tech investments aim to boost margins, but profit growth is curtailed by weak demand, integration risks, and high operational costs. New sustainability initiatives and B2B ventures diversify revenue, yet heavy regulatory burdens, high return rates, and geographic concentration threaten earnings resilience.Read more
23
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AN
€23.66
5.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
8.13% p.a.
Profit Margin
2.88%
Future PE
18.55x
Price in 2028
€28.44
AI Feed And European Expansion Will Redefine E-Commerce Markets
Key Takeaways Expansion in personalization, new markets, and marketplace partnerships positions Zalando for sustained growth and higher-margin revenue streams. Integration and efficiency initiatives in logistics and operations are set to drive margin improvement and increased profitability over time.Read more
156
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AN
€36.85
32.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
11.75% p.a.
Profit Margin
3.57%
Future PE
21.17x
Price in 2028
€44.5
Trending Discussion
Recently Updated Narratives
AN
A Top Pick In A Struggling Industry
Fair Value: €44.28 43.6% undervalued intrinsic discount
13 followersusers have followed this narrative
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
ZAL: Margins And Planned Buybacks Are Expected To Drive Shares Higher
Fair Value: €52.43 52.4% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
AI Feed And European Expansion Will Redefine E-Commerce Markets
Fair Value: €36.85 32.2% undervalued intrinsic discount
58 followersusers have followed this narrative
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Snowflake Analysis
Zalando SE Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 12, 2026
- 0.94
- 40.37%
- 2.09%
- 16.7%
About ZAL
- Founded
- 2008
- Employees
- 16117
- CEO
- WebsiteView website
Zalando SE operates an online platform for fashion and lifestyle products in Germany and internationally. The company operates through Business-to-Business and Business-to-Consumer segments. It engages in the development, sourcing, marketing, retail, and commission sale of various type of goods, including shoes, apparel, accessories, and beauty products with free delivery and returns, as well as various payment options. The company also sells its products through Lounge by Zalando, as well as its outlets. Zalando SE was founded in 2008 and is headquartered in Berlin, Germany.
