Added to YB: 2025-11-07
Pitch date: 2025-11-05
ALGM [neutral]
Allegro MicroSystems, Inc.
+32.09%
current return
Author Info
Company Info
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.
Market Cap
$7.9B
Pitch Price
$27.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
105.67
P/E
-592.76
EV/Sales
9.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Updates November 2025-1 Eastern Europe - Allegro MicroSystems, Inc.
ALGM (update): Poland's Amazon at 18x P/E, $9.5B mcap serving 15M active buyers. Expanding fintech (Allegro Pay) from 2M to 15M users + logistics moat. International growth +61% GMV in 69M population footprint. Undervalued vs MercadoLibre at $137M vs $178M per million people despite higher GDP/capita.
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