Added to YB: 2024-08-05
Pitch date: 2024-08-03
ALA.MI [bullish]
A.L.A. società per azioni
+76.76%
current return
Author Info
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Company Info
A.L.A. società per azioni operates as a supply chain solutions provider to the aerospace and defense, and rail and high-tech sectors.
Market Cap
EUR 205.9M
Pitch Price
EUR 20.37
Price Target
38.00 (+6%)
Dividend
3.29%
EV/EBITDA
8.67
P/E
18.37
EV/Sales
0.98
Sector
Air Freight and Logistics
Category
growth
A.L.A. SpA (IT:ALA)
ALA.MI: Aerospace/defense supply chain integrator. 15% sales growth, niche market, high barriers. 73% founder-owned. Expanding via M&A. 13% projected growth, potential P/E expansion to 15-17x. €38 PT by 2029. Risks: future market dynamics, expansion into less profitable segments. Strong fundamentals, but limited public history. 30% TCO savings for clients. 3-5yr customer contracts.
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