Added to YB: 2026-06-05
Pitch date: 2026-04-06
ALE.WA [bullish]
Allegro.eu S.A.
+63.22%
current return
Author Info
No bio for this author
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 26.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.90
P/E
21.31
EV/Sales
3.57
Sector
Broadline Retail
Category
growth
Allegro.eu S.A. - $ALE.WA
ALE.WA: Dominant Polish e-comm (15.2M buyers, PLN66B GMV, 20x Amazon's Poland GMV). Trades 14x ex-intl losses; new CEO accelerating logistics/Smart! Levers: ads, Allegro Pay BNPL (20%+ ROIC), own delivery, CEE expansion. PE overhang easing (41%→20%). 10% GMV CAGR + buybacks = 19-26% 5yr IRR; 8% worst case. Risks: Amazon/Temu, logistics rollout.
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