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Xero LimitedASX:XRO Aktierapport

Marknadsvärde AU$13.6b
Aktiekurs
AU$78.07
AU$82.67
5.6% undervärderad intrinsisk rabatt
1Y-57.0%
7D-6.0%
Portföljens värde
Utsikt

Xero Limited

ASX:XRO Aktierapport

Börsvärde: AU$13.6b

Xero (XRO) Aktievy

Xero Limited, tillsammans med sina dotterbolag, tillhandahåller affärslösningar online för småföretag och deras rådgivare i Australien, Nya Zeeland, Storbritannien, USA och internationellt. Mer information

XRO fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt4/6
Tidigare resultat2/6
Finansiell hälsa6/6
Utdelningar0/6

XRO Community Fair Values

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See what 181 others think this stock is worth. Follow their fair value or set your own to get alerts.

Xero Limited Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Xero
Historiska aktiekurser
Aktuell aktiekursAU$78.07
52 veckors högstaAU$196.52
52 veckors lägstaAU$67.93
Beta0.71
1 månads förändring-4.77%
3 månaders förändring-0.55%
1 års förändring-56.98%
3 års förändring-28.70%
5 års förändring-38.75%
Förändring sedan börsintroduktionen1,642.63%

Senaste nyheter och uppdateringar

Analysartikel May 15

Analysts Are Updating Their Xero Limited (ASX:XRO) Estimates After Its Annual Results

Last week, you might have seen that Xero Limited ( ASX:XRO ) released its yearly result to the market. The early...
Uppdatering av berättelse May 12

Xero Will Thrive as AI Becomes a Friend Rather than a Foe

Concerns over the quality and moats of SaaS businesses in the face of new AI threats will pressure Xero to demonstrate greater near term profitability, even if that sacrifices some long term growth ambition. This change will likely benefit Xero more than its current competitors as, like the Warren Buffett quote, "Only when the tide goes out do you discover who's been swimming naked".
Uppdatering av berättelse May 03

XRO: AI Partnership And Automation Will Support Future Upside

Analysts have reduced their fair value estimate for Xero from A$154.27 to A$134.79, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Xero and Anthropic agreed a multi year partnership that will bring Claude AI directly into Xero and Xero financial data and tools into Claude.ai, aiming to give small businesses and their advisors real time financial intelligence and end to end financial workflows at scale (Client Announcements).

Recent updates

Analysartikel May 15

Analysts Are Updating Their Xero Limited (ASX:XRO) Estimates After Its Annual Results

Last week, you might have seen that Xero Limited ( ASX:XRO ) released its yearly result to the market. The early...
Uppdatering av berättelse May 12

Xero Will Thrive as AI Becomes a Friend Rather than a Foe

Concerns over the quality and moats of SaaS businesses in the face of new AI threats will pressure Xero to demonstrate greater near term profitability, even if that sacrifices some long term growth ambition. This change will likely benefit Xero more than its current competitors as, like the Warren Buffett quote, "Only when the tide goes out do you discover who's been swimming naked".
Uppdatering av berättelse May 03

XRO: AI Partnership And Automation Will Support Future Upside

Analysts have reduced their fair value estimate for Xero from A$154.27 to A$134.79, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Xero and Anthropic agreed a multi year partnership that will bring Claude AI directly into Xero and Xero financial data and tools into Claude.ai, aiming to give small businesses and their advisors real time financial intelligence and end to end financial workflows at scale (Client Announcements).
Uppdatering av berättelse Apr 19

XRO: AI Partnership And Upgrade Will Shape Future Earnings And Execution Risk

Analysts have trimmed their Xero price target by about A$1 to around A$83.66, reflecting a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and updated long run P/E expectations following recent research, including an upgrade from RBC Capital. Analyst Commentary Even with the recent upgrade, the latest research around Xero still includes a clear set of caution flags that readers should keep in mind when thinking about risk and return.
Uppdatering av berättelse Apr 05

XRO: AI Partnerships Will Support Future Earnings Despite Ongoing Execution Risks

Analysts have modestly lifted their Xero price target to A$83.66 from A$82.74, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research, including an upgrade at RBC Capital. Analyst Commentary Even with the upgraded price target, recent commentary shows that not all experts are fully comfortable with the current set up for Xero.
Uppdatering av berättelse Mar 22

XRO: Execution On Cloud Platform And AI Analytics Will Support Future Upside

Analysts have nudged their Xero fair value estimate slightly lower, with the target moving by A$0.67 to A$154.27, citing updated views reflected in recent research such as the RBC Capital upgrade. Analyst Commentary Recent research commentaries around the upgrade case focus on how Xero is executing against expectations and how that feeds into the A$154.27 fair value estimate, rather than on any dramatic shift in near term fundamentals.
Uppdatering av berättelse Mar 07

XRO: Reset Expectations And AI Expansion Will Support Future Upside

Analysts have trimmed their Xero price target to about A$155 from roughly A$182, reflecting updated views on fair value, discount rate, growth, margins and future P/E that also supported a recent upgrade in Street research. Analyst Commentary Recent Street commentary around Xero has focused on how the trimmed A$155 price target lines up with updated views on valuation, growth and execution, alongside the upgrade in formal research coverage.
Ny berättelse Mar 03

XERO Limited's Technical Analysis

1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.
Ny berättelse Feb 23

Xero: Growth Was Priced In — Execution Is Not

Xero is a subscription-based cloud accounting platform serving small businesses across Australia, New Zealand, the UK and the US, with a structurally high gross margin profile. Over the past 12 months, the share price has declined by 57.4%.
Uppdatering av berättelse Feb 21

XRO: Fair Outlook Will Balance AI Upside With Execution And Pricing Risks

Analysts have reduced their price target on Xero from about A$109.01 to about A$82.74, reflecting updated assumptions around discount rates, revenue growth, profit margins and P/E multiples, supported by recent Street research including the upgrade from RBC Capital. Analyst Commentary Recent research highlights a mixed setup for Xero, with the reduced price target pointing to more conservative expectations around growth, profitability and valuation.
Analysartikel Feb 08

What You Can Learn From Xero Limited's (ASX:XRO) P/E After Its 25% Share Price Crash

Unfortunately for some shareholders, the Xero Limited ( ASX:XRO ) share price has dived 25% in the last thirty days...
Uppdatering av berättelse Feb 07

XRO: AI Analytics And RBC Upgrade Will Support Stronger Future Returns

Analysts have nudged their Xero fair value estimate slightly higher to about A$230 per share, reflecting updated assumptions around growth, margins and future P/E multiples following recent positive research commentary and upgrades. Analyst Commentary Recent research has generally framed Xero as a high quality growth platform with room for further execution, particularly around monetisation and operating discipline.
Uppdatering av berättelse Jan 24

XRO: AI Analytics Rollout Will Support Stronger Future Share Performance

Analysts now see slightly lower fair value for Xero, trimming their price target by about A$1 to reflect a marginally reduced future P/E assumption, while also factoring in small adjustments to revenue growth and profit margin expectations. What's in the News Xero rolled out new AI-powered analytics globally, giving millions of small business customers access to analytics, insights, and reporting directly within the platform (Key Developments).
Uppdatering av berättelse Jan 09

XRO: Higher Revenue Outlook Will Be Balanced By Thinner Margins

Analysts have reduced their fair value estimate for Xero from A$134.61 to A$109.01, linking this change to updated assumptions that combine higher expected revenue growth with a lower profit margin profile and a higher future P/E multiple. Valuation Changes Fair value estimate reduced from A$134.61 to A$109.01, reflecting updated assumptions.
Uppdatering av berättelse Dec 25

XRO: Higher Future Earnings Multiple Will Support Stronger Share Performance

Analysts have lowered their price target on Xero from approximately $240 to $231 per share. This reflects a higher assumed discount rate and a more conservative profit margin outlook, partially offset by stronger projected revenue growth and a higher future price-to-earnings multiple.
Analysartikel Dec 17

Is Xero (ASX:XRO) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Uppdatering av berättelse Dec 11

XRO: Stable Margins And Richer Earnings Multiple Will Drive Future Upside

Analysts have modestly raised their price target on Xero, citing slightly higher long term discount rate assumptions and a marginally richer future earnings multiple that together support a refined fair value estimate near $182 per share. Valuation Changes Fair Value: Unchanged at A$182.05 per share, indicating the updated assumptions broadly offset each other in the model.
Uppdatering av berättelse Nov 27

XRO: Expanding Profit Margins And Stronger Earnings Forecast Will Drive Further Upside

Analysts have revised Xero’s fair value estimate downward from $191.59 to $182.05. They cite updated assumptions around revenue growth and discount rates as the rationale for the change.
Uppdatering av berättelse Nov 05

XRO: Higher Profit Margins And Lower Discount Rate Will Support Future Upside

Analysts have slightly reduced their fair value estimate for Xero by $0.78. The new estimate is $191.59, with the update attributed to marginal adjustments in discount rate and profitability projections.
Analysartikel Nov 03

Getting In Cheap On Xero Limited (ASX:XRO) Is Unlikely

You may think that with a price-to-sales (or "P/S") ratio of 13.4x Xero Limited ( ASX:XRO ) is a stock to avoid...
Uppdatering av berättelse Oct 22

Analysts Adjust Xero Price Target Amid Profit Margin Pressures and Revised Growth Forecasts

Analysts have slightly lowered their price target for Xero from $192.66 to $192.36. They cite updated assumptions about profit margins and forecast revenue growth as the reason for this change.
Uppdatering av berättelse Oct 08

AI Features And US Expansion Will Improve User Satisfaction And Retention

Xero Analyst Price Target Updated Following Revised Growth and Margin Outlook Analysts have adjusted Xero's fair value price target downward from $195.25 to $192.66. This reflects expectations for higher revenue growth, but slightly reduced profit margins and a higher future price-to-earnings ratio.
Analysartikel Sep 06

If EPS Growth Is Important To You, Xero (ASX:XRO) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Uppdatering av berättelse Sep 04

AI Features And US Expansion Will Improve User Satisfaction And Retention

The consensus analyst price target for Xero was essentially unchanged, as a substantial decline in the company’s future P/E ratio was offset by a stable net profit margin, resulting in only a marginal increase in fair value from A$195.21 to A$195.25. What's in the News Xero completed a follow-on equity offering of AUD 129.5 million, issuing 741,538 ordinary shares at AUD 174.67 per share via Regulation S.
Analysartikel Jul 01

When Should You Buy Xero Limited (ASX:XRO)?

Let's talk about the popular Xero Limited ( ASX:XRO ). The company's shares saw a significant share price rise of 28...
Analysartikel May 21

We Think Xero's (ASX:XRO) Solid Earnings Are Understated

Shareholders appeared to be happy with Xero Limited's ( ASX:XRO ) solid earnings report last week. This reaction by the...
User avatar
Ny berättelse Nov 24

Innovative AI Features And Strategic Acquisitions Set The Path For Future Revenue Growth

Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention.

Aktieägarnas avkastning

XROAU SoftwareAU Marknad
7D-6.0%-5.1%-1.4%
1Y-57.0%-46.5%3.0%

Avkastning vs industri: XRO presterade sämre än Australian Software branschen som gav -46.5 % under det senaste året.

Avkastning vs Marknaden: XRO presterade sämre än Australian marknaden som gav 3 % under det senaste året.

Prisvolatilitet

Is XRO's price volatile compared to industry and market?
XRO volatility
XRO Average Weekly Movement8.2%
Software Industry Average Movement10.9%
Market Average Movement10.4%
10% most volatile stocks in AU Market17.5%
10% least volatile stocks in AU Market4.4%

Stabil aktiekurs: XRO har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Australian.

Volatilitet över tid: XRO s veckovolatilitet ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20065,114Sukhinder Cassidywww.xero.com

Xero Limited, tillsammans med sina dotterbolag, tillhandahåller affärslösningar online för småföretag och deras rådgivare i Australien, Nya Zeeland, Storbritannien, USA och internationellt. Företaget erbjuder lösningar för redovisning, löner, betalningar och annat genom sin Xero-plattform. Företaget tillhandahåller också Planday, en programvara för schemaläggning av anställda online; Hubdoc för räkningar och kvitton; Syft, som skapar rapporter, prognoser, instrumentpaneler och konsolideringar med AI-insikter; Melio, en plats att betala räkningar, skicka fakturor och automatisera AP / AR-arbetsflöden; TaxCycle, en programvara för skatteförberedelser för revisorer och bokförare; och Tickstar, en e-faktureringsprodukt.

Xero Limited Sammanfattning av grunderna

Hur förhåller sig Xero:s resultat och omsättning till dess börsvärde?
XRO grundläggande statistik
BörsvärdeAU$13.59b
Vinst(TTM)AU$136.73m
Intäkter(TTM)AU$2.25b
97.4x
P/E-förhållande
5.9x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
XRO resultaträkning (TTM)
IntäkterNZ$2.75b
Kostnad för intäkterNZ$444.46m
BruttovinstNZ$2.31b
Övriga kostnaderNZ$2.14b
IntäkterNZ$167.42m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

Nov 12, 2026

Vinst per aktie (EPS)0.98
Bruttomarginal83.86%
Nettovinstmarginal6.08%
Skuld/egenkapitalförhållande36.1%

Hur har XRO utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 08:33
Aktiekurs vid dagens slut2026/05/18 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Xero Limited bevakas av 25 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Eric ChoiBarrenjoey Markets Pty Limited
Aryan NoroziBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited