Kogan.com Ltd (KGGNF) Fair Value & Analysis
Consumer Cyclical · US · Market cap $207M
Kogan.com Ltd
KGGNF · US
Fair value as of: Jul 18, 2026
From 9 valuation models · updated 5 days ago
Fair value updated Jul 18, 2026, revised from $1.75 to $2.77 (+58.3%) since Jun 24, 2026.
Price vs Fair Value (12 months)
12‑month range $2.10 – $4.33 · fair‑value band $1.96 – $3.82 · the $2.16 price screens below the $2.77 fair value. As of Jul 18, 2026.
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Kogan.com Ltd (KGGNF) currently trades at $2.16, while our model-based Fair Value estimate is $2.77, implying the stock looks roughly 28.2% undervalued today. We read business quality at 47/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Kogan.com Ltd generated revenue of $503M at a net margin of -8.3%. Revenue grew 5.5% year over year. It earns a return on equity of -46.7%. The balance sheet holds a net cash position of $25.5M. Fundamentals as of Jul 18, 2026
Our scenario range runs from $1.96 (bear case) to $3.82 (bull case); at $2.16, the current price sits within that range. The share trades about 50% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -29% fair-value upside, at 28%, KGGNF screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.
About the company
Kogan.com Ltd operates as an online retailer in Australia. The company offers various brands across a range of categories, including consumer electronics, appliances, homewares, hardware, toys, and others, as well as furniture, gaming, and other entertainment products; and owns and operates private label brands. It also provides pre-paid mobile phone plans. In addition, the company offers general insurances, including home, contents, and car, as well as pet and life insurance; and NBN internet plans. Further, it provides superannuation funds, credit cards, and power and gas services. The company provides its products under the company's brands, such as Kogan, Ovela, Fortis, Vostok, and Komodo, as well as products from third party brands comprising Apple, Canon, Swann, and Samsung. The company was founded in 2006 and is based in Melbourne, Australia.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Kogan.com Ltd reported revenue of $488M in FY2025 versus $781M in FY2021, a compound −11.1%/yr. Reported net income was −$39.5M in FY2025.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.