Added to YB: 2024-09-04
Pitch date: 2024-07-18
ALE.WA [bullish]
Allegro.eu S.A.
+9.24%
current return
Author Info
No bio for this author
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Company Info
Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally.
Market Cap
PLN 38.9B
Pitch Price
PLN 35.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.90
P/E
21.31
EV/Sales
3.57
Sector
Broadline Retail
Category
growth
Show full summary:
Harding Loevner International Small Companies Equity Portfolio Holding: Allegro.eu S.A.
ALE.WA: Poland's e-commerce leader fends off Amazon. 34% revenue CAGR 2017-2020, 40% EBITDA margin. Competitive edge: APM network, lower delivery costs, SMART program. Margins recovered post-price cuts. Market share stable. Czech expansion nearing profitability. Stock up 2x since late 2022, but below pre-Amazon levels.
Read full article (3 min)