Added to YB: 2024-07-16
Pitch date: 2024-07-15
ALGM [bullish]
Allegro MicroSystems, Inc.
-15.23%
current return
Author Info
Company Info
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.
Market Cap
$4.6B
Pitch Price
$31.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.59
P/E
-157.49
EV/Sales
6.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Allegro, the tech giant of Poland and soon Eastern Europe
ALGM: Polish e-commerce leader, 20M active users, 35% 6yr rev CAGR. Expanding in E. Europe, adding services (AllegroPay, Smart!). 15x 2024 FCF, strong growth. Risks: Asian competition, labor costs. Est. PLN 4-5B FCF in 4yrs. Potential to double in 3-5yrs. Low debt, high FCF conversion.
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