Zalando (ZAL) Hisse Özeti
Zalando SE, moda ve yaşam tarzı ürünleri için çevrimiçi bir platform işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
ZAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
€44.28
FV
44.4% değerinin altında içsel indirim8.00%
Revenue growth p.a.
349
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0users have commented on this narrative
16users have followed this narrative
Zalando SE Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €24.64 |
| 52 Haftanın En Yüksek Seviyesi | €30.96 |
| 52 Haftanın En Düşük Seviyesi | €18.61 |
| Beta | 1.55 |
| 1 Aylık Değişim | 20.55% |
| 3 Aylık Değişim | 21.26% |
| 1 Yıllık Değişim | -18.46% |
| 3 Yıllık Değişim | 1.23% |
| 5 Yıllık Değişim | -73.66% |
| Halka arzdan bu yana değişim | 14.60% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 04
ZAL: Pre Owned Luxury Expansion And Rating Upgrades Will Support Risk Reward Re Rating
Analysts have nudged the fair value estimate for Zalando higher from €51.12 to €51.87 as they factor in updated price targets from several banks and modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research shows a mix of views on Zalando, but the fair value uplift is anchored in several bullish adjustments to price targets and ratings.
Anlatı Güncellemesi • May 17
ZAL: Future Margin Delivery And 2026 Guidance Will Frame Balanced Upside Potential
Zalando's fair value estimate has been revised from €24.00 to €20.00 as analysts refresh their price targets and assumptions, reflecting updated views on revenue growth, margins and future P/E expectations following recent mixed target changes from the Street. Analyst Commentary Recent research highlights a split view on Zalando, with some firms lifting price targets while others trim expectations or strike a more neutral tone.Anlatı Güncellemesi • May 02
ZAL: Future Margin Execution At Raised €24 Fair Value Will Drive Upside Potential
Narrative Update The analyst price target for Zalando has been adjusted to €24, reflecting recent target increases and rating upgrades from firms that now see a more balanced risk and reward profile at current levels. Analyst Commentary Recent research updates point to a more balanced stance on Zalando, with several firms setting price targets in a tight range around €24 to €25 and using neutral style ratings.Anlatı Güncellemesi • Apr 17
ZAL: Recent Rating Upgrades Will Support A More Constructive Risk Reward Profile
Narrative Update The updated analyst price target for Zalando shifts only slightly, with a revised fair value of about €51.12. This reflects recent price target moves to around €24 to €25 and analyst views that the risk/reward now looks more balanced at current levels.Recent updates
Anlatı Güncellemesi • Jun 04
ZAL: Pre Owned Luxury Expansion And Rating Upgrades Will Support Risk Reward Re Rating
Analysts have nudged the fair value estimate for Zalando higher from €51.12 to €51.87 as they factor in updated price targets from several banks and modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research shows a mix of views on Zalando, but the fair value uplift is anchored in several bullish adjustments to price targets and ratings.Anlatı Güncellemesi • May 17
ZAL: Future Margin Delivery And 2026 Guidance Will Frame Balanced Upside Potential
Zalando's fair value estimate has been revised from €24.00 to €20.00 as analysts refresh their price targets and assumptions, reflecting updated views on revenue growth, margins and future P/E expectations following recent mixed target changes from the Street. Analyst Commentary Recent research highlights a split view on Zalando, with some firms lifting price targets while others trim expectations or strike a more neutral tone.Anlatı Güncellemesi • May 02
ZAL: Future Margin Execution At Raised €24 Fair Value Will Drive Upside Potential
Narrative Update The analyst price target for Zalando has been adjusted to €24, reflecting recent target increases and rating upgrades from firms that now see a more balanced risk and reward profile at current levels. Analyst Commentary Recent research updates point to a more balanced stance on Zalando, with several firms setting price targets in a tight range around €24 to €25 and using neutral style ratings.Anlatı Güncellemesi • Apr 17
ZAL: Recent Rating Upgrades Will Support A More Constructive Risk Reward Profile
Narrative Update The updated analyst price target for Zalando shifts only slightly, with a revised fair value of about €51.12. This reflects recent price target moves to around €24 to €25 and analyst views that the risk/reward now looks more balanced at current levels.Anlatı Güncellemesi • Apr 03
ZAL: Upgraded Ratings And Richer P/E Framework Will Support Future Upside Potential
The updated analyst price target for Zalando moves slightly lower to about €51.32. This reflects modestly softer revenue growth assumptions, a higher future P/E of roughly 27x, and recent Street research that has lifted individual targets into the €24 to €35 range while viewing risk and reward as more balanced at current levels.Anlatı Güncellemesi • Mar 20
ZAL: Future Execution On Margins And Costs Will Shape Balanced Outlook
Zalando's analyst price target has moved from €23 to €24, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E following a series of recent target hikes and rating upgrades. Analyst Commentary Recent Street research on Zalando has focused on recalibrating fair value estimates and risk assumptions rather than issuing aggressive calls in either direction.Anlatı Güncellemesi • Mar 05
ZAL: Upgraded Ratings And Margin Outlook Will Support Future Upside Potential
Zalando's updated analyst price target now sits at about €51.80, slightly below the prior level of around €51.88, as analysts factor in small adjustments to discount rates, revenue growth, profit margins and future P/E assumptions following recent upgrades that highlight valuation and the appeal of the current entry point. Analyst Commentary Recent research points to a more constructive tone around Zalando, with bullish analysts highlighting valuation support and potential upside if execution stays on track.Anlatı Güncellemesi • Feb 19
ZAL: Raised Margin Expectations And Higher P/E Support Future Upside Potential
Analysts have raised their price target for Zalando to €51.88. The change is supported by slightly higher assumptions for revenue growth, profit margins and future P/E, along with an adjusted discount rate.Anlatı Güncellemesi • Feb 05
ZAL: Share Buybacks And Margin Discipline Will Drive Future Upside Potential
The updated analyst price target for Zalando edges slightly lower to €51.88 from €52.25, as analysts factor in a small tweak to profit margin assumptions while still pointing to recent upgrades and higher external targets that highlight interest in the stock at current levels. Analyst Commentary Recent Street research around Zalando highlights a cluster of bullish moves that sit against the slightly lower average price target.Anlatı Güncellemesi • Jan 21
ZAL: Margins And Share Buybacks Are Expected To Unlock Upside Potential
Zalando's updated analyst price target edges slightly lower, with fair value moving from €52.43 to €52.25 as analysts factor in recent valuation focused upgrades and target tweaks from €28 to €35, from €41 to €39 and from €44 to €53. Analyst Commentary Recent research suggests that bullish analysts are becoming more constructive on Zalando's risk reward profile, with several price targets now clustered in the mid to high €30s and low €50s range.Anlatı Güncellemesi • Jan 06
ZAL: Margins And Planned Buybacks Are Expected To Drive Shares Higher
Analysts have nudged their blended price expectations on Zalando slightly higher, reflecting a mix of upward revisions to around €53 and more cautious trims to about €39. Updated assumptions now point to a fair value of €52.43, a future P/E of 19.70, a 6.67% discount rate, 15.40% revenue growth and a 3.85% profit margin.Anlatı Güncellemesi • Dec 14
ZAL Margins And Buybacks Are Expected To Drive Shares Higher
Zalando's analyst fair value has been lifted by about EUR 5 to roughly EUR 52, as analysts highlight a modestly improved profit margin outlook and a more attractive forward valuation despite slightly slower expected revenue growth. Analyst Commentary Bullish analysts note that the recent adjustments to Zalando's price targets reflect growing confidence in the company’s ability to execute on profitability initiatives while maintaining steady top line expansion.
Anlatı Güncellemesi • Sep 11
A Top Pick In A Struggling Industry
The acquisition of ABOUT YOU expands Zalando’s reach and scale while bringing additional experienced leadership to the company. Over the medium term, Zalando is expected to improve both top-line growth and margins across its B2C and B2B businesses, supported by continued investment and synergies with ABOUT YOU.Analiz Makalesi • Sep 05
Getting In Cheap On Zalando SE (ETR:ZAL) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Anlatı Güncellemesi • Sep 04
AI Feed And European Expansion Will Redefine E-Commerce Markets
Analysts remain broadly optimistic on Zalando due to anticipated margin expansion and improved operational efficiencies, though some maintain caution over valuation and competition, resulting in an unchanged consensus price target of €36.85. Analyst Commentary Bullish analysts cite potential for margin expansion, particularly from increasing fulfillment capacity utilization, as underestimated by consensus estimates.Analiz Makalesi • Jul 11
We Think Zalando (ETR:ZAL) Can Manage Its Debt With Ease
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Jun 26
If EPS Growth Is Important To You, Zalando (ETR:ZAL) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analiz Makalesi • Jun 10
Is It Time To Consider Buying Zalando SE (ETR:ZAL)?
Zalando SE ( ETR:ZAL ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Yeni Anlatı • Nov 27
Dynamic Strategies And Innovative Expansions Set The Stage For Sustained Growth And Success
Zalando's expanded ecosystem and loyalty program aim to enhance customer retention, engagement, and top-line growth.Hissedar Getirileri
| ZAL | DE Specialty Retail | DE Pazar | |
|---|---|---|---|
| 7D | 5.8% | -1.1% | -1.5% |
| 1Y | -18.5% | -14.2% | -0.4% |
Getiri vs. Endüstri: ZAL geçen yıl % -14.2 oranında getiri sağlayan German Specialty Retail sektörünün gerisinde kaldı.
Getiri vs Piyasa: ZAL geçen yıl % -0.4 oranında getiri sağlayan German Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ZAL volatility | |
|---|---|
| ZAL Average Weekly Movement | 5.9% |
| Specialty Retail Industry Average Movement | 5.6% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in DE Market | 13.0% |
| 10% least volatile stocks in DE Market | 2.7% |
İstikrarlı Hisse Senedi Fiyatı: ZAL son 3 ayda German piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ZAL 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 16,998 | Robert Gentz | corporate.zalando.com |
Zalando SE, moda ve yaşam tarzı ürünleri için çevrimiçi bir platform işletmektedir. Şirket, Fashion Store ve Offprice segmentleri aracılığıyla faaliyet göstermektedir. Ücretsiz teslimat ve iadenin yanı sıra çeşitli ödeme seçenekleriyle ayakkabı, giyim, aksesuar ve güzellik ürünleri sunmaktadır.
Zalando SE Temel Bilgiler Özeti
| ZAL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €5.94b |
| Kazançlar(TTM) | €117.60m |
| Gelir(TTM) | €12.92b |
50.5x
F/K Oranı0.5x
P/S OranıZAL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ZAL gelir tablosu (TTM) | |
|---|---|
| Gelir | €12.92b |
| Gelir Maliyeti | €7.77b |
| Brüt Kâr | €5.15b |
| Diğer Giderler | €5.03b |
| Kazançlar | €117.60m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 04, 2026
| Hisse başına kazanç (EPS) | 0.49 |
| Brüt Marj | 39.85% |
| Net Kâr Marjı | 0.91% |
| Borç/Özkaynak Oranı | 17.9% |
ZAL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/05 09:49 |
| Gün Sonu Hisse Fiyatı | 2026/06/05 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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
Zalando SE 49 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Volker Bosse | Baader Helvea Equity Research |