Acceptable valuation

  1. 7 Posts.
    lightbulb Created with Sketch. 1

    Hi guys, I'd like to get comments from you lot on Kogan's forecasts


    I'm expecting 32.26% growth YoY to be revenue of $544.65 M

    They've announced "Gross Margin has decreased as a result of competition from foreign websitesselling into Australia without GST, a general decline in the strength of the AUD,and other factors." so instead of last years 19.55% maybe it would be 15% ? (feedback here welcome).


    Gross Margin of 15% would be inline with an EPS of $0.16 as per current analysts estimates.


    What kind of P/E would you place on a company like Kogan and do you think -4% on gross margin factors in the competition and GST issues with their Global Brands division?

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$3.67
Change
-0.080(2.13%)
Mkt cap ! $365.6M
Open High Low Value Volume
$3.74 $3.74 $3.66 $2.846M 772.9K

Buyers (Bids)

No. Vol. Price($)
11 25463 $3.66
 

Sellers (Offers)

Price($) Vol. No.
$3.68 1698 2
View Market Depth
Last trade - 16.18pm 17/09/2025 (20 minute delay) ?
KGN (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.