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Allegro.eu S.A.WSE:ALE Rapporto sulle azioni

Cap. di mercato zł44.1b
Prezzo delle azioni
n/a
1Y18.5%
7D-3.1%
1D-0.2%
Valore del portafoglio
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Allegro.eu S.A.

Report azionario WSE:ALE

Capitalizzazione di mercato: zł44.1b

Allegro.eu (ALE) Panoramica del titolo

Allegro.eu S.A. gestisce una piattaforma di go-to commerce per i consumatori in Polonia e a livello internazionale. Maggiori dettagli

ALE analisi fondamentale
Punteggio fiocco di neve
Valutazione3/6
Crescita futura4/6
Prestazioni passate5/6
Salute finanziaria5/6
Dividendi0/6

Premi

Negoziato a 26.6% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 14.85% all'anno

Gli utili sono cresciuti del 67.8% nell'ultimo anno

Analisi del rischio

Non sono stati rilevati rischi per ALE dai nostri controlli di rischio.

ALE Community Fair Values

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Analyst Price Targets

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Concorrenti di Allegro.eu S.A.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Allegro.eu
Prezzi storici delle azioni
Prezzo attuale dell'azionezł45.00
Massimo di 52 settimanezł47.64
Minimo di 52 settimanezł25.53
Beta0.65
Variazione di 1 mese2.27%
Variazione a 3 mesi38.08%
Variazione di 1 anno18.55%
Variazione a 3 anni35.03%
Variazione a 5 anni-33.28%
Variazione dall'IPO-35.71%

Notizie e aggiornamenti recenti

Nuova 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?
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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

Nuova 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?
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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).
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • Aug 20

Allegro.eu S.A.'s (WSE:ALE) Intrinsic Value Is Potentially 70% Above Its Share Price

Key Insights The projected fair value for Allegro.eu is zł65.42 based on 2 Stage Free Cash Flow to Equity Allegro.eu's...
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Nuova 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.

Rendimenti per gli azionisti

ALEPL Multiline RetailPL Mercato
7D-3.1%-7.8%-1.6%
1Y18.5%-16.6%27.9%

Ritorno vs Industria: ALE ha superato il Polish Multiline Retail che ha restituito -16.6 % nell'ultimo anno.

Rendimento vs Mercato: ALE ha avuto una performance inferiore al mercato Polish che ha registrato un rendimento 27.9 % nell'ultimo anno.

Volatilità dei prezzi

Is ALE's price volatile compared to industry and market?
ALE volatility
ALE Average Weekly Movement4.7%
Multiline Retail Industry Average Movement5.2%
Market Average Movement4.8%
10% most volatile stocks in PL Market10.2%
10% least volatile stocks in PL Market3.0%

Prezzo delle azioni stabile: ALE non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Polish.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di ALE è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
20175,754Marcin Kusmierzwww.allegro.eu

Allegro.eu S.A. gestisce una piattaforma di go-to commerce per i consumatori in Polonia e a livello internazionale. Opera attraverso i segmenti Allegro, Ceneo, Mall e Allegro International. La società gestisce allegro.pl, un mercato di e-commerce che vende prodotti in varie categorie, tra cui automotive, casa e giardino, libri, media, oggetti da collezione e arte, moda e scarpe, elettronica, bambini, salute e bellezza, sport e tempo libero e supermercati.

Allegro.eu S.A. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Allegro.eu con la sua capitalizzazione di mercato?
ALE statistiche fondamentali
Capitalizzazione di mercatozł44.14b
Utili (TTM)zł1.83b
Ricavi(TTM)zł11.85b
24.1x
Rapporto P/E
3.7x
Rapporto P/S

ALE è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
ALE Conto economico (TTM)
Ricavizł11.85b
Costo del fatturatozł7.80b
Profitto lordozł4.05b
Altre spesezł2.22b
Utilizł1.83b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Sep 17, 2026

Utile per azione (EPS)1.87
Margine lordo34.18%
Margine di profitto netto15.42%
Rapporto debito/patrimonio netto47.2%

Come si è comportato ALE nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/19 19:52
Prezzo dell'azione a fine giornata2026/08/19 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Allegro.eu S.A. è coperta da 34 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew RossBarclays
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Pawel SzpigielBiuro maklerskie mBanku