Xero Limited

ASX:XRO Stok Raporu

Piyasa değeri: AU$13.1b

Xero Yönetim

Yönetim kriter kontrolleri 1/4

Xero CEO'su Sukhinder Cassidy, Feb2023 tarihinde atandı, in görev süresi 3.25 yıldır. in toplam yıllık tazminatı NZ$ 7.54M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.2% maaş ve 87.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.008% ine doğrudan sahiptir ve bu hisseler A$ 980.41K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.6 yıl ve 6.1 yıldır.

Anahtar bilgiler

Sukhinder Cassidy

İcra Kurulu Başkanı

NZ$7.5m

Toplam tazminat

CEO maaş yüzdesi12.25%
CEO görev süresi3.3yrs
CEO sahipliği0.008%
Yönetim ortalama görev süresi1.6yrs
Yönetim Kurulu ortalama görev süresi6.1yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi May 20

There May Be Some Bright Spots In Xero's (ASX:XRO) Earnings

Soft earnings didn't appear to concern Xero Limited's ( ASX:XRO ) shareholders over the last week. We think that the...
Anlatı Güncellemesi May 19

XRO: AI Partnerships And Automation Will Drive Future Upside Potential

Analysts have reduced their Xero price target by A$5.51, reflecting slightly revised assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Xero launched XeroForce, a natural language AI agent builder aimed at helping small businesses and accountants automate finance and compliance workflows across Xero and connected third party apps, with an alpha release available to invite only customers and wider rollout planned later in the year (Product announcement).
Analiz Makalesi 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...
Anlatı Güncellemesi 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".
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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”.
Yeni Anlatı 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%.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
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Yeni Anlatı 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.

CEO Tazminat Analizi

Sukhinder Cassidy'un ücretlendirmesi Xero'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026NZ$8mNZ$923k

NZ$167m

Dec 31 2025n/an/a

NZ$217m

Sep 30 2025n/an/a

NZ$268m

Jun 30 2025n/an/a

NZ$248m

Mar 31 2025NZ$2mNZ$864k

NZ$228m

Dec 31 2024n/an/a

NZ$222m

Sep 30 2024n/an/a

NZ$216m

Jun 30 2024n/an/a

NZ$195m

Mar 31 2024NZ$7mNZ$1m

NZ$175m

Dec 31 2023n/an/a

NZ$66m

Sep 30 2023n/an/a

-NZ$43m

Jun 30 2023n/an/a

-NZ$78m

Mar 31 2023NZ$2mNZ$348k

-NZ$114m

Tazminat ve Piyasa: Sukhinder 'nin toplam tazminatı ($USD 4.43M ), Australian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.84M ).

Tazminat ve Kazançlar: Sukhinder şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Sukhinder Cassidy (55 yo)

3.3yrs
Görev süresi
NZ$7,535,000
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Sukhinder Cassidy
Chief Executive Officer3.3yrsNZ$7.54m0.0075%
A$ 980.4k
Claire Fullard
Chief Financial Officer1.1yrsNZ$8.49mVeri yok
Diya Jolly
Chief Product & Technology Officer2.3yrsVeri yokVeri yok
Nicole Mehalski
Head of Investor Relationsno dataVeri yokVeri yok
Damien Coleman
Company Secretary & Chief Legal Officer4.7yrsVeri yokVeri yok
Kate McLaughlin
General Manager of Corporate Communicationsno dataVeri yokVeri yok
Michael Strickman
Chief Marketing Officer3.3yrsVeri yokVeri yok
Jeff Ryan
Chief People Officer1.1yrsVeri yokVeri yok
Angad Soin
MD of Australia and New Zealand & Global Chief Strategy Officer1.6yrsVeri yokVeri yok
Kate Hayward
Managing Director of UK1.3yrsVeri yokVeri yok
Andrew Kanzer
Managing Director of North Americano dataVeri yokVeri yok
Matanya Bar
Chief Executive Officer of Xero US & Melioless than a yearVeri yokVeri yok
1.6yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: XRO 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.6 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Anjali Joshi
Independent Non-Executive Director2.8yrsNZ$464.00k0.0015%
A$ 191.9k
David Thodey
Independent Non-Executive Chairman6.9yrsNZ$528.00k0.0065%
A$ 842.0k
Steven Aldrich
Independent Non-Executive Director5.6yrsNZ$464.00k0.00082%
A$ 107.0k
Brian McAndrews
Independent Non-Executive Director4.3yrsNZ$464.00k0.0029%
A$ 382.5k
Andrew Cross
Independent Non-Executive Director6.1yrsNZ$298.00k0.0031%
A$ 404.7k
Dale Murray
Independent Non-Executive Director8.1yrsNZ$240.00k0.0018%
A$ 236.3k
Susan Peterson
Independent Non-Executive Director9.3yrsNZ$271.00k0.0021%
A$ 268.9k
6.1yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: XRO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 09:39
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Xero Limited 26 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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