Added to YB: 2026-03-30
Pitch date: 2026-02-01
ALH [bullish]
Alliance Laundry Holdings Inc.
-11.39%
current return
Author Info
No bio for this author
Company Info
Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems in the United States, the Czech Republic, Thailand, and internationally.
Market Cap
$4.0B
Pitch Price
$22.04
Price Target
30.00 (+54%)
Dividend
N/A
EV/EBITDA
13.86
P/E
35.93
EV/Sales
3.43
Sector
Machinery
Category
growth
Alliance Laundry Holdings Inc. - $ALH
ALH: Commercial laundry leader (40% NA share) IPO'd Oct 2025 at $22, now ~$22. 8.4% sales CAGR since 2006, expect 6% domestic/7% intl growth. Q3: 14% rev growth, 25.3% EBITDA margin beat est. Digital tools (Scan-Pay-Wash) driving replacement cycle from 8.7yr to 8.4yr. Vertically integrating distributors in dense urban markets. IPO proceeds paid down $525M debt, leverage 3.1x→2x by end-26. 90% adj NI→FCF conversion, 17% FCF margin by '27. Minimal tariff exposure (90% NA-made). PT $30 (13.5x '27 EV/EBITDA, 20x P/E), 35% upside. Catalyst: Q4 results/2026 guide.
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