Xero Förvaltning
Förvaltning kriterier kontrolleras 3/4
Xero VD är Sukhinder Cassidy, utsedd i Feb 2023, har en mandatperiod på 3.25 år. totala årliga ersättningen är NZ$ 2.10M, bestående av 41.1% lön 58.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.008% av företagets aktier, värda A$ 1.03M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.6 år respektive 6.1 år.
Viktig information
Sukhinder Cassidy
Verkställande direktör
NZ$2.1m
Total ersättning
| VD-lön i procent | 41.10% |
| Anställning som VD | 3.3yrs |
| Ägande av VD | 0.008% |
| Ledningens genomsnittliga anställningstid | 1.6yrs |
| Styrelsens genomsnittliga mandatperiod | 6.1yrs |
Senaste uppdateringar av ledningen
Recent updates
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.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.
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.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.
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”.
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%.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.What You Can Learn From Xero Limited's (ASX:XRO) P/E After Its 25% Share Price Crash
Feb 08
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.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).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.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.Is Xero (ASX:XRO) A Risky Investment?
Dec 17XRO: 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.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.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.Getting In Cheap On Xero Limited (ASX:XRO) Is Unlikely
Nov 03Analysts 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.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.If EPS Growth Is Important To You, Xero (ASX:XRO) Presents An Opportunity
Sep 06AI 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.When Should You Buy Xero Limited (ASX:XRO)?
Jul 01We Think Xero's (ASX:XRO) Solid Earnings Are Understated
May 21
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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | NZ$268m |
| Jun 30 2025 | n/a | n/a | NZ$248m |
| Mar 31 2025 | NZ$2m | NZ$864k | NZ$228m |
| Dec 31 2024 | n/a | n/a | NZ$222m |
| Sep 30 2024 | n/a | n/a | NZ$216m |
| Jun 30 2024 | n/a | n/a | NZ$195m |
| Mar 31 2024 | NZ$7m | NZ$1m | NZ$175m |
| Dec 31 2023 | n/a | n/a | NZ$66m |
| Sep 30 2023 | n/a | n/a | -NZ$43m |
| Jun 30 2023 | n/a | n/a | -NZ$78m |
| Mar 31 2023 | NZ$2m | NZ$348k | -NZ$114m |
Ersättning vs marknad: Sukhinder s total kompensation ($USD 1.24M ) är under genomsnittet för företag av liknande storlek på Australian marknaden ($USD 3.88M ).
Ersättning vs inkomst: Ersättningen från Sukhinder har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Sukhinder Cassidy (55 yo)
3.3yrs
Anställning
NZ$2,102,000
Kompensation
Ms. Sukhinder Singh Cassidy is Founder and Chairman of Choose Possibility, Inc. Ms. Cassidy is Chief Executive Officer of Xero Limited from February 01, 2023. Ms. Cassidy is Director of BoardProspects, Inc...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chief Executive Officer | 3.3yrs | NZ$2.10m | 0.0075% A$ 1.0m | |
| Chief Financial Officer | 1.1yrs | inga uppgifter | inga uppgifter | |
| Chief Product & Technology Officer | 2.3yrs | inga uppgifter | inga uppgifter | |
| Head of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Company Secretary & Chief Legal Officer | 4.7yrs | inga uppgifter | inga uppgifter | |
| General Manager of Corporate Communications | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 3.3yrs | inga uppgifter | inga uppgifter | |
| Chief People Officer | 1.1yrs | inga uppgifter | inga uppgifter | |
| MD of Australia and New Zealand & Global Chief Strategy Officer | 1.6yrs | inga uppgifter | inga uppgifter | |
| Managing Director of UK | 1.3yrs | inga uppgifter | inga uppgifter | |
| Managing Director of North America | no data | inga uppgifter | inga uppgifter | |
| Chief Executive Officer of Xero US & Melio | less than a year | inga uppgifter | inga uppgifter |
1.6yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren ledning: XRO s ledningsgrupp anses inte vara erfaren ( 1.6 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Independent Non-Executive Director | 2.8yrs | NZ$411.00k | 0.0015% A$ 200.7k | |
| Independent Non-Executive Chairman | 6.9yrs | NZ$479.00k | 0.0065% A$ 880.5k | |
| Independent Non-Executive Director | 5.6yrs | NZ$411.00k | 0.00082% A$ 111.9k | |
| Independent Non-Executive Director | 4.3yrs | NZ$411.00k | 0.0029% A$ 400.0k | |
| Independent Non-Executive Director | 6.1yrs | NZ$262.00k | 0.0031% A$ 423.2k | |
| Independent Non-Executive Director | 8.1yrs | NZ$216.00k | 0.0018% A$ 247.1k | |
| Independent Non-Executive Director | 9.3yrs | NZ$239.00k | 0.0021% A$ 281.2k |
6.1yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder
Erfaren styrelse: XRO s styrelse anses vara erfaren ( 6.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/01 14:42 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/09/30 |
| Årlig intjäning | 2025/03/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 26 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.
| Analytiker | Institution |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Aryan Norozi | Barrenjoey Markets Pty Limited |