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AO World plcLSE:AO. Stock Report

Market Cap UK£506.7m
Share Price
UK£0.92
UK£1.37
32.8% undervalued intrinsic discount
1Y-2.9%
7D-0.2%
1D
Portfolio Value
View

AO World plc

LSE:AO. Stock Report

Market Cap: UK£506.7m

AO. Community Fair Values

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See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

AO World plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for AO World
Historical stock prices
Current Share PriceUK£0.92
52 Week HighUK£1.17
52 Week LowUK£0.82
Beta1.22
1 Month Change4.55%
3 Month Change-0.54%
1 Year Change-2.85%
3 Year Change16.16%
5 Year Change-62.05%
Change since IPO-75.66%

Recent News & Updates

Narrative Update Jun 01

AO.: Earnings Guidance And Margin Outlook Will Support Higher Future Multiple

Analysts have nudged their AO World price target slightly higher to £1.37 from £1.37. This reflects small refinements to discount rate, revenue growth, profit margin and future P/E assumptions rather than a major change in their view of the stock.
Narrative Update May 15

AO.: Earnings Guidance And Margin Outlook Will Support Higher Future Multiple

AO World's latest narrative update keeps the fair value steady at £1.37, with analysts pointing to slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers behind the refined price target framework. What's in the News AO World issued earnings guidance for the full year ending 31 March 2026, giving investors a reference point for expectations around the next financial period (Key Developments).
Narrative Update Apr 29

AO.: Higher Margin Outlook Will Support Stronger Earnings Multiple

Narrative Update on AO World The analyst price target for AO World has shifted from £1.05 to £1.37. Analysts point to updated assumptions on revenue growth, profit margins, discount rate and future P/E as the key drivers of this change.
Narrative Update Apr 14

AO.: Updated Guidance And Steady Fair Value Will Support Future Upside

Analysts have kept AO World's fair value estimate steady at £1.53, with updated assumptions that reflect slightly revised views on discount rate, revenue growth, profit margin and future P/E, rather than a clear shift in overall conviction. What's in the News AO World issued earnings guidance for the full year to 31 March 2026, outlining expectations for the period.

Recent updates

Narrative Update Jun 01

AO.: Earnings Guidance And Margin Outlook Will Support Higher Future Multiple

Analysts have nudged their AO World price target slightly higher to £1.37 from £1.37. This reflects small refinements to discount rate, revenue growth, profit margin and future P/E assumptions rather than a major change in their view of the stock.
Narrative Update May 15

AO.: Earnings Guidance And Margin Outlook Will Support Higher Future Multiple

AO World's latest narrative update keeps the fair value steady at £1.37, with analysts pointing to slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers behind the refined price target framework. What's in the News AO World issued earnings guidance for the full year ending 31 March 2026, giving investors a reference point for expectations around the next financial period (Key Developments).
Narrative Update Apr 29

AO.: Higher Margin Outlook Will Support Stronger Earnings Multiple

Narrative Update on AO World The analyst price target for AO World has shifted from £1.05 to £1.37. Analysts point to updated assumptions on revenue growth, profit margins, discount rate and future P/E as the key drivers of this change.
Narrative Update Apr 14

AO.: Updated Guidance And Steady Fair Value Will Support Future Upside

Analysts have kept AO World's fair value estimate steady at £1.53, with updated assumptions that reflect slightly revised views on discount rate, revenue growth, profit margin and future P/E, rather than a clear shift in overall conviction. What's in the News AO World issued earnings guidance for the full year to 31 March 2026, outlining expectations for the period.
Narrative Update Mar 31

AO.: Higher Profit Margin Assumptions Will Support Stronger Future Returns

Analysts have adjusted their price target for AO World from £1.43 to £1.53, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revision. Valuation Changes Fair Value: updated from £1.43 to £1.53, indicating a modestly higher assessed value per share.
Narrative Update Mar 17

AO.: Stable Assumptions And Lower Discount Rate Will Support Stronger Future Returns

Analysts have maintained their fair value estimate for AO World at £1.43 per share. Small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E have resulted in a broadly unchanged price target profile.
Narrative Update Mar 03

AO.: Lower Discount Rate And Higher P/E Will Support Stronger Future Returns

Analysts have adjusted their price target on AO World to £1.43. The change is linked to updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple.
Narrative Update Feb 16

AO.: Steady Assumptions And Firm P/E Views Will Support Bullish Outlook

Analysts have trimmed their price target on AO World to £1.70, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk and earnings profile. Valuation Changes Fair Value: unchanged at £1.70 per share, with no adjustment to the central valuation point.
Narrative Update Feb 02

AO.: Higher Future P/E Assumptions Will Support A More Bullish Outlook

Analysts have revised their price targets for AO World in light of adjusted assumptions around discount rates, revenue growth, profit margins, and a higher implied future P/E multiple. These changes reflect a rebalanced view of the company’s risk and earnings potential.
Narrative Update Jan 19

AO.: Stable Assumptions And Modest Tweaks Will Support Stronger Future Returns

Analysts have modestly adjusted their price target on AO World, with fair value holding at £1.43 as small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions leave the overall valuation view broadly unchanged. Valuation Changes Fair Value: Fair value per share is unchanged at £1.43, indicating no material shift in the overall valuation outcome.
Narrative Update Jan 05

AO.: Higher Future P/E Assumptions Will Support A More Bullish Outlook

Analysts have raised their price target for AO World from £1.50 to £1.70, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. Valuation Changes Fair Value: updated from £1.50 to £1.70, representing a modest increase in the assessed share value.
Narrative Update Dec 18

AO.: Share Buybacks Will Drive Stronger Returns Despite Slightly Higher Risk

Analysts have nudged their price target on AO World slightly higher to reflect modestly improved long term earnings expectations, with increased confidence in the company’s ability to sustain its current fair value of £1.43 per share, despite a marginally higher discount rate. What's in the News AO World raised its full year 2025 guidance, now expecting profit before tax to come in around the top end of its recently narrowed GBP 45 million to GBP 50 million range, reinforcing management’s confidence in operational momentum (Corporate Guidance).
Narrative Update Dec 04

AO.: Rising Margins And Buybacks Are Expected To Drive Stronger Returns

Analysts have raised their price target on AO World from approximately £1.30 to £1.43 per share. This reflects expectations for structurally higher profit margins that more than offset slightly slower projected revenue growth and a modestly higher discount rate.
Analysis Article Dec 04

Some May Be Optimistic About AO World's (LON:AO.) Earnings

AO World plc's ( LON:AO. ) stock was strong despite it releasing a soft earnings report last week. We think that...
Analysis Article Jun 18

Is Now The Time To Look At Buying AO World plc (LON:AO.)?

AO World plc ( LON:AO. ), might not be a large cap stock, but it saw a decent share price growth of 13% on the LSE over...
Analysis Article May 20

Investors Should Be Encouraged By AO World's (LON:AO.) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
User avatar
New Narrative Jan 25

Recycling Initiatives And Vertical Integration Will Drive Future Profitability

Expansion of subscription-based model and vertical integration is set to improve customer loyalty, revenue, and address inflationary pressures.
Analysis Article Jul 05

Shareholders Should Be Pleased With AO World plc's (LON:AO.) Price

With a price-to-earnings (or "P/E") ratio of 27.5x AO World plc ( LON:AO. ) may be sending very bearish signals at the...
Analysis Article Jul 05

We Think AO World's (LON:AO.) Solid Earnings Are Understated

AO World plc's ( LON:AO. ) solid earnings announcement recently didn't do much to the stock price. We did some digging...
Analysis Article Jun 06

Returns on Capital Paint A Bright Future For AO World (LON:AO.)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article Mar 29

AO World plc's (LON:AO.) Price Is Out Of Tune With Revenues

With a median price-to-sales (or "P/S") ratio of close to 0.3x in the Specialty Retail industry in the United Kingdom...
Analysis Article Jan 05

Is AO World plc (LON:AO.) Worth UK£0.9 Based On Its Intrinsic Value?

Key Insights The projected fair value for AO World is UK£0.68 based on 2 Stage Free Cash Flow to Equity AO World's...
Analysis Article Oct 25

There's Been No Shortage Of Growth Recently For AO World's (LON:AO.) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analysis Article Sep 13

What AO World plc's (LON:AO.) P/S Is Not Telling You

There wouldn't be many who think AO World plc's ( LON:AO. ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
Analysis Article Jun 07

Are Investors Undervaluing AO World plc (LON:AO.) By 20%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, AO World fair value estimate is UK£0.88 AO World is estimated...
Analysis Article Mar 01

Estimating The Intrinsic Value Of AO World plc (LON:AO.)

Key Insights The projected fair value for AO World is UK£0.81 based on 2 Stage Free Cash Flow to Equity Current share...
Analysis Article Jan 05

AO World (LON:AO.) Is Making Moderate Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analysis Article Apr 22

Estimating The Fair Value Of AO World plc (LON:AO.)

Does the April share price for AO World plc ( LON:AO. ) reflect what it's really worth? Today, we will estimate the...
Analysis Article Feb 03

Investors Will Want AO World's (LON:AO.) Growth In ROCE To Persist

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analysis Article Jan 08

These 4 Measures Indicate That AO World (LON:AO.) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Nov 24

AO World plc's (LON:AO.) Intrinsic Value Is Potentially 40% Above Its Share Price

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of AO World plc ( LON:AO...

Shareholder Returns

AO.GB Specialty RetailGB Market
7D-0.2%-0.3%-1.9%
1Y-2.9%-4.7%14.9%

Return vs Industry: AO. exceeded the UK Specialty Retail industry which returned -4.7% over the past year.

Return vs Market: AO. underperformed the UK Market which returned 14.9% over the past year.

Price Volatility

Is AO.'s price volatile compared to industry and market?
AO. volatility
AO. Average Weekly Movement4.7%
Specialty Retail Industry Average Movement5.8%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.6%
10% least volatile stocks in GB Market3.1%

Stable Share Price: AO. has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: AO.'s weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20003,000John Robertswww.ao-world.com

AO World plc, together with its subsidiaries, engages in the online retailing of domestic appliances and ancillary services in the United Kingdom and Germany. It retails fridges and freezers, laundry products, and dishwashers, as well as smart tech, computing, and TV and entertainment products through its e-commerce platforms. The company also engages in the production of content, including imagery, videos, how-to guides and lifestyle contents, and energy efficiency ratings; and operation of waste electrical and electronic equipment (WEEE) and plastics recycling facilities, as well as distribution centers.

AO World plc Fundamentals Summary

How do AO World's earnings and revenue compare to its market cap?
AO. fundamental statistics
Market capUK£506.69m
Earnings (TTM)UK£11.20m
Revenue (TTM)UK£1.21b
45.6x
P/E Ratio
0.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AO. income statement (TTM)
RevenueUK£1.21b
Cost of RevenueUK£912.00m
Gross ProfitUK£299.00m
Other ExpensesUK£287.80m
EarningsUK£11.20m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

Jun 17, 2026

Earnings per share (EPS)0.02
Gross Margin24.69%
Net Profit Margin0.92%
Debt/Equity Ratio1.2%

How did AO. perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/10 18:04
End of Day Share Price 2026/06/10 00:00
Earnings2025/09/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AO World plc is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Caroline GulliverEquity Development Limited
Charlie RothbarthHSBC
Kate CalvertInvestec Bank plc (UK)