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ALLFG: Proposed Acquisition And Stable Margins Will Likely Support Future Share Performance

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ALLFG
AnalystConsensusTarget
Not Invested
Published 09 Mar 2025

Update shared on 03 Dec 2025

Fair value Increased 2.33%
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AnalystConsensusTarget's Fair Value
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1Y
46.4%
7D
-1.3%

Analysts have modestly raised their price target on Allfunds Group to €8.57 from €8.38, citing a slightly lower perceived risk profile, stable medium term revenue growth expectations, and resilient profit margin and valuation assumptions.

What's in the News

  • Deutsche Börse Group has entered into exclusive discussions to acquire the entire issued and to be issued share capital of Allfunds Group via a non binding proposal. The proposal is subject to customary due diligence, definitive documentation, board approvals and regulatory clearances (Key Developments).
  • The non binding proposal values Allfunds at a total consideration of €8.80 per share. This is split between €4.30 in cash and €4.30 in new Deutsche Börse shares, plus a permitted dividend of €0.20 per share for the 2025 financial year (Key Developments).
  • Under the proposal, Allfunds shareholders may also receive additional cash dividends of up to €0.20 per share for 2026, pro rated to closing, and €0.10 per share per quarter during 2027. The deal is expected to be implemented via a UK scheme of arrangement (Key Developments).
  • Allfunds plans an Analyst and Investor Day to discuss the company’s strategy and outlook, providing further context as acquisition talks progress (Key Developments).

Valuation Changes

  • Fair Value: risen slightly from €8.38 to €8.57 per share, reflecting a modest uplift in the intrinsic value estimate.
  • Discount Rate: fallen marginally from 7.41% to 7.37%, indicating a slightly lower perceived risk profile.
  • Revenue Growth: unchanged at about 6.0% in the medium term, signalling stable growth expectations.
  • Net Profit Margin: effectively unchanged at about 23.7%, supporting steady profitability assumptions.
  • Future P/E: increased slightly from 33.1x to 33.8x, suggesting a modestly higher valuation multiple on forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.