Added to YB: 2025-01-31
Pitch date: 2024-12-16
ALE.WA [bullish]
Allegro.eu S.A.
+6.45%
current return
Author Info
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Company Info
Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, and internationally.
Market Cap
PLN 32.6B
Pitch Price
PLN 29.13
Price Target
58.30 (+88%)
Dividend
N/A
EV/EBITDA
13.69
P/E
30.20
EV/Sales
3.06
Sector
Broadline Retail
Category
growth
Show full summary:
Allegro.eu S.A. - $ALE.WA
ALE.WA: Poland's dominant e-commerce platform (40% share) with 15mm active buyers. Strong moat vs Amazon/Alibaba. Allegro Smart (80% GMV) and ads drive growth. Temu threat overstated. Int'l losses to ease. Trades 9x Poland EBITDA vs peers 17x+. 100% upside at 15x 2026 EBITDA. Risks: geopolitics, Temu, InPost contract.
Read full article (7 min)