Added to YB: 2025-11-24
Pitch date: 2025-11-20
ALE.WA [neutral]
Allegro.eu S.A.
+7.56%
current return
Author Info
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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 30.2B
Pitch Price
PLN 30.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.55
P/E
18.42
EV/Sales
2.89
Sector
Broadline Retail
Category
growth
Allegro (ALE Poland): solid execution meets a fragile consumer backdrop
ALE.WA (quick overview): Strong Q3 execution w/ 24% EBITDA growth & 3pp margin expansion, but mgmt flags softer Q4 start amid CEE consumer pullback. GMV +10% vs Polish retail, ad revenue +32%. Allegro Pay/Delivery scaling well. Faces Amazon/Temu competition. FY guidance maintained (8-11% rev growth).
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