Zalando SE

XTRA:ZAL Stok Raporu

Piyasa değeri: €6.1b

Zalando Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Zalando kazanç ve gelirin sırasıyla yıllık 30.8% ve 6.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 31.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 15.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

30.8%

Kazanç büyüme oranı

31.59%

EPS büyüme oranı

Specialty Retail kazanç büyümesi29.6%
Gelir büyüme oranı6.5%
Gelecekteki özkaynak getirisi15.51%
Analist kapsamı

Good

Son güncelleme02 Jun 2026

Gelecekteki son büyüme güncellemeleri

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...
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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.

Kazanç ve Gelir Büyüme Tahminleri

XTRA:ZAL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (EUR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202815,7035527421,15821
12/31/202714,8484406581,02423
12/31/202613,99429136464823
3/31/202612,923118572831N/A
12/31/202512,3462159041,126N/A
9/30/202511,575241397611N/A
6/30/202510,943271215415N/A
3/31/202510,751270432613N/A
12/31/202410,573251447654N/A
9/30/202410,3292048581,114N/A
6/30/202410,2161528381,125N/A
3/31/202410,1291137291,014N/A
12/31/202310,14383686950N/A
9/30/202310,255110486767N/A
6/30/202310,32982702990N/A
3/31/202310,39540432755N/A
12/31/202210,34517108460N/A
9/30/202210,2775-41361N/A
6/30/202210,21132-35032N/A
3/31/202210,321139-102258N/A
12/31/202110,354235283616N/A
9/30/20219,828278-15262N/A
6/30/20219,394345411661N/A
3/31/20218,696347443685N/A
12/31/20207,982226277527N/A
9/30/20207,395180337581N/A
6/30/20207,06610867368N/A
3/31/20206,62931-187125N/A
12/31/20196,483100N/A327N/A
9/30/20196,15871N/A318N/A
6/30/20195,83742N/A293N/A
3/31/20195,57049N/A230N/A
12/31/20185,38851N/A213N/A
9/30/20185,06056N/A18N/A
6/30/20184,93487N/A136N/A
3/31/20184,70583N/A135N/A
12/31/20174,489103N/A194N/A
9/30/20174,247103N/A220N/A
6/30/20174,007118N/A191N/A
3/31/20173,823121N/A268N/A
12/31/20163,639121N/A276N/A
9/30/20163,416163N/A289N/A
6/30/20163,294130N/A244N/A
3/31/20163,111102N/A122N/A
12/31/20152,958122N/A119N/A
9/30/20152,75566N/A117N/A
6/30/20152,54494N/A196N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ZAL 'nin tahmini kazanç büyümesi (yıllık 30.8% ) tasarruf oranının ( 1.9% ) üzerindedir.

Kazançlar ve Piyasa: ZAL şirketinin kazançlarının (yıllık 30.8% ) German pazarından (yıllık 17% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ZAL şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ZAL şirketinin gelirinin (yıllık 6.5% ) German pazarından (yıllık 6.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ZAL şirketinin gelirinin (yıllık 6.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ZAL 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 15.5 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/11 20:51
Gün Sonu Hisse Fiyatı2026/06/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

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

Zalando SE 47 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Christian ObstBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Alejandro Conde FraisoliBanco Santander