Added to YB: 2026-03-18
Pitch date: 2026-03-16
ALFA.L [neutral]
Alfa Financial Software Holdings PLC
-4.34%
current return
Author Info
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Company Info
Alfa Financial Software Holdings PLC, through its subsidiaries, provides software and related services to the auto and equipment finance industry in the United Kingdom, North America, Rest of Europe, the Middle East, Africa, and internationally.
Market Cap
GBP 513.2M
Pitch Price
GBP 1.66
Price Target
N/A
Dividend
5.55%
EV/EBITDA
12.59
P/E
17.06
EV/Sales
3.92
Sector
Software
Category
growth
Monday Delight: 16/03/2026 - Alfa Financial Software Holdings PLC
ALFA.L (quick overview): Enterprise software for asset finance (auto/equipment leasing). Alfa Systems cloud platform handles loan origination, servicing, collections. Revenue from licensing, SaaS subs, pro services. ARR +18% YoY vs 9% total rev growth post-cloud shift. 62.4% ROE, sticky mission-critical enterprise clients. Trades 17.6x P/E, not obviously cheap despite recurring revenue upside.
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