Allegro.eu (ALE) Resumen de Acciones
Allegro.eu S.A. gestiona una plataforma de comercio para consumidores en Polonia y el resto del mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en ALE a partir de nuestros controles de riesgos.
ALE Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Allegro.eu S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | zł44.62 |
| Máximo en las últimas 52 semanas | zł47.64 |
| Mínimo de 52 semanas | zł25.53 |
| Beta | 0.65 |
| Cambio en 1 mes | -1.04% |
| Variación en 3 meses | 32.72% |
| Cambio de 1 año | 15.94% |
| Variación en 3 años | 36.10% |
| Variación en 5 años | -34.24% |
| Variación desde la OPV | -36.26% |
Noticias y actualizaciones recientes
Nueva narrativa • Aug 13
AI And Logistics Targets Will Likely Strain Margins And Future Earnings
Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Aug 11
ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential
Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.Actualización de narrativa • Jul 21
ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile
Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.Actualización de narrativa • Jul 07
ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile
Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.Actualización de narrativa • Jun 23
ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Actualización de narrativa • Jun 05
ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Recent updates
Nueva narrativa • Aug 13
AI And Logistics Targets Will Likely Strain Margins And Future Earnings
Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Aug 11
ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential
Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.Actualización de narrativa • Jul 21
ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile
Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.Actualización de narrativa • Jul 07
ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile
Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.Actualización de narrativa • Jun 23
ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Actualización de narrativa • Jun 05
ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Actualización de narrativa • Feb 10
ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns
Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).Actualización de narrativa • Jan 25
ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns
Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.Actualización de narrativa • Jan 11
ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance
Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).Artículo de análisis • Dec 27
Is Allegro.eu (WSE:ALE) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Dec 15
ALE: Execution Momentum And Buybacks Will Support Stronger Share Performance
Analysts have nudged their price target on Allegro.eu slightly lower to PLN 40.40 from PLN 40.54, reflecting modest tweaks to growth and discount rate assumptions, even as they acknowledge improving execution momentum and a more balanced risk reward profile. Analyst Commentary Recent commentary from Goldman Sachs, which upgraded Allegro.eu to Neutral from Sell with a higher price target, underscores a shift toward a more balanced stance on the stock as execution trends improve.Actualización de narrativa • Nov 30
ALE: Shares Will Benefit From Upgraded Outlook And Execution Momentum
Analysts have modestly lowered their price target for Allegro.eu to PLN 40.54 from PLN 40.93. They cite the company's ongoing execution momentum and an improved balance of risk and reward as key factors behind the adjustment.Actualización de narrativa • Nov 16
ALE: Shares Will Benefit From Improved Execution Momentum And Risk Outlook
Analysts have raised their price target for Allegro.eu from PLN 39.87 to PLN 40.93. They cite increased execution momentum and a more balanced risk/reward outlook for the company's shares.
Nueva narrativa • Nov 29
Allegro's International Growth And FinTech Expansion Solidify Future Success
Allegro's expansion into Hungary and focus on international markets could drive significant GMV growth and diversify revenue streams.Rentabilidad de los accionistas
| ALE | PL Multiline Retail | Mercado PL | |
|---|---|---|---|
| 7D | -3.9% | -2.1% | -0.8% |
| 1Y | 15.9% | -14.9% | 29.9% |
Rentabilidad vs. Industria: ALE superó a la industria Polish Multiline Retail, que obtuvo un rendimiento del -14.9% el año pasado.
Rentabilidad vs. Mercado: ALE obtuvo unos resultados inferiores a los del mercado Polish, que fueron del 29.9% el año pasado.
Volatilidad de los precios
| ALE volatility | |
|---|---|
| ALE Average Weekly Movement | 4.6% |
| Multiline Retail Industry Average Movement | 5.2% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in PL Market | 10.2% |
| 10% least volatile stocks in PL Market | 3.0% |
Precio estable de las acciones: ALE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Polish.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ALE (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2017 | 5,754 | Marcin Kusmierz | www.allegro.eu |
Allegro.eu S.A. opera una plataforma de comercio para consumidores en Polonia e internacionalmente. Opera a través de los segmentos Allegro, Ceneo, Mall y Allegro International. La empresa opera allegro.pl, un mercado de comercio electrónico que vende productos en varias categorías, incluyendo automoción; hogar y jardín; libros, medios de comunicación, coleccionables y arte; moda y calzado; electrónica; niños; salud y belleza; deportes y ocio; y supermercado.
Resumen de fundamentos de Allegro.eu S.A.
| Estadísticas fundamentales de ALE | |
|---|---|
| Capitalización bursátil | zł43.67b |
| Beneficios(TTM) | zł1.83b |
| Ingresos (TTM) | zł11.85b |
23.9x
Ratio precio-beneficio (PE)3.7x
Ratio precio-ventas (PS)¿Está ALE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ALE | |
|---|---|
| Ingresos | zł11.85b |
| Coste de los ingresos | zł7.80b |
| Beneficio bruto | zł4.05b |
| Otros gastos | zł2.22b |
| Beneficios | zł1.83b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Sep 17, 2026
| Beneficios por acción (BPA) | 1.87 |
| Margen bruto | 34.18% |
| Margen de beneficio neto | 15.42% |
| Ratio deuda/patrimonio | 47.2% |
¿Cómo se ha desempeñado ALE a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/20 00:09 |
| Precio de las acciones al final del día | 2026/08/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Allegro.eu S.A. está cubierta por 34 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrew Ross | Barclays |
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Pawel Szpigiel | Biuro maklerskie mBanku |