Allegro.eu（AL0）株式概要Allegro.eu S.A.は、ポーランド国内および海外の消費者向けにゴー・トゥ・コマース・プラットフォームを運営している。 詳細AL0 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績5/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より48.4%で取引されている 収益は年間14.53%増加すると予測されています 過去1年間で収益は67.8%増加しました リスク分析リスクチェックの結果、AL0 、リスクは検出されなかった。すべてのリスクチェックを見るAL0 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.5714.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b19b2016201920222025202620282031Revenue zł19.2bEarnings zł3.0bAdvancedSet Fair ValueView all narrativesAllegro.eu S.A. 競合他社ZalandoSymbol: XTRA:ZALMarket cap: €5.0bAUTO1 GroupSymbol: XTRA:AG1Market cap: €4.5bFielmann GroupSymbol: XTRA:FIEMarket cap: €3.7bHORNBACH BaumarktSymbol: HMSE:HBMMarket cap: €2.1b価格と性能株価の高値、安値、推移の概要Allegro.eu過去の株価現在の株価zł7.5752週高値zł9.4352週安値zł5.71ベータ0.631ヶ月の変化10.17%3ヶ月変化15.96%1年変化3.39%3年間の変化-9.40%5年間の変化-41.25%IPOからの変化-66.94%最新ニュースReported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: zł0.44. Revenue: zł2.95b (up 14% from 1Q 2025). Net income: zł442.7m (up 49% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: zł1.63 (vs zł1.13 in FY 2024)Full year 2025 results: EPS: zł1.63 (up from zł1.13 in FY 2024). Revenue: zł11.5b (up 11% from FY 2024). Net income: zł1.69b (up 43% from FY 2024). Profit margin: 15% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 16+ 3 more updatesAllegro.eu S.A. to Report Q3, 2026 Results on Nov 19, 2026Allegro.eu S.A. announced that they will report Q3, 2026 results Pre-Market on Nov 19, 2026Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: zł0.38. Revenue: zł2.94b (up 13% from 3Q 2024). Net income: zł396.2m (up 105% from 3Q 2024). Profit margin: 14% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 19Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 4,664,941 shares, for PLN 209.92 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 4,664,941 shares, for PLN 209.92 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2026.New Risk • Oct 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesReported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: zł0.44. Revenue: zł2.95b (up 14% from 1Q 2025). Net income: zł442.7m (up 49% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: zł1.63 (vs zł1.13 in FY 2024)Full year 2025 results: EPS: zł1.63 (up from zł1.13 in FY 2024). Revenue: zł11.5b (up 11% from FY 2024). Net income: zł1.69b (up 43% from FY 2024). Profit margin: 15% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 16+ 3 more updatesAllegro.eu S.A. to Report Q3, 2026 Results on Nov 19, 2026Allegro.eu S.A. announced that they will report Q3, 2026 results Pre-Market on Nov 19, 2026Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: zł0.38. Revenue: zł2.94b (up 13% from 3Q 2024). Net income: zł396.2m (up 105% from 3Q 2024). Profit margin: 14% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 19Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 4,664,941 shares, for PLN 209.92 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 4,664,941 shares, for PLN 209.92 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2026.New Risk • Oct 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 20Second quarter 2025 earnings released: EPS: zł0.36 (vs zł0.33 in 2Q 2024)Second quarter 2025 results: EPS: zł0.36 (up from zł0.33 in 2Q 2024). Revenue: zł2.92b (up 9.4% from 2Q 2024). Net income: zł385.7m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe.Board Change • Sep 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 25First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: zł0.28. Revenue: zł2.59b (up 6.1% from 1Q 2024). Net income: zł296.5m (up 23% from 1Q 2024). Profit margin: 11% (up from 9.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.お知らせ • May 23Allegro.eu S.A., Annual General Meeting, Jun 26, 2025Allegro.eu S.A., Annual General Meeting, Jun 26, 2025.お知らせ • Apr 02Allegro.eu S.A. Announces CEO ChangesAllegro has named Marcin Kusmierz as its new CEO from June 2025, with Kusmierz replacing Roy Perticucci, Allegro's CEO since September 2022, who will become the group's special advisor. The new CEO boasts 25 years of professional experience in the technology, e-commerce, fintech, and AI industries and most recently, he was CEO at Shoper, a provider of software for e-commerce solutions.Reported Earnings • Mar 18Full year 2024 earnings released: EPS: zł0.98 (vs zł0.27 in FY 2023)Full year 2024 results: EPS: zł0.98 (up from zł0.27 in FY 2023). Revenue: zł10.8b (up 6.2% from FY 2023). Net income: zł1.03b (up 264% from FY 2023). Profit margin: 9.6% (up from 2.8% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.44, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 14% over the past three years.お知らせ • Jan 15+ 1 more updateAllegro.eu S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Allegro.eu S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025お知らせ • Nov 27Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 3,473,726 shares, for PLN 156.32 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 3,473,726 shares, for PLN 156.32 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2025.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €6.26, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.21 per share.Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: zł0.18. Revenue: zł2.62b (up 7.8% from 3Q 2023). Net income: zł193.1m (down 20% from 3Q 2023). Profit margin: 7.4% (down from 9.9% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe.New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.Reported Earnings • Sep 20Second quarter 2024 earnings released: EPS: zł0.33 (vs zł0.11 in 2Q 2023)Second quarter 2024 results: EPS: zł0.33 (up from zł0.11 in 2Q 2023). Revenue: zł2.67b (up 11% from 2Q 2023). Net income: zł347.1m (up 192% from 2Q 2023). Profit margin: 13% (up from 5.0% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • May 25Allegro.eu SA Provides Earnings Guidance for the Second Quarter of 2024Allegro.eu SA provided earnings guidance for the second quarter of 2024. The revenue is expected to grow by 11-14% in the second quarter.お知らせ • Mar 26+ 1 more updateAllegro.eu SA to Report Q1, 2024 Results on May 23, 2024Allegro.eu SA announced that they will report Q1, 2024 results Pre-Market on May 23, 2024Reported Earnings • Mar 14Full year 2023 earnings released: EPS: zł0.27 (vs zł1.82 loss in FY 2022)Full year 2023 results: EPS: zł0.27 (up from zł1.82 loss in FY 2022). Revenue: zł10.3b (up 14% from FY 2022). Net income: zł284.1m (up zł2.20b from FY 2022). Profit margin: 2.8% (up from net loss in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Jan 12Allegro.eu SA to Report First Half, 2024 Results on Sep 19, 2024Allegro.eu SA announced that they will report first half, 2024 results on Sep 19, 2024お知らせ • Jan 10Allegro.eu SA to Report Fiscal Year 2023 Results on Mar 14, 2024Allegro.eu SA announced that they will report fiscal year 2023 results on Mar 14, 2024お知らせ • Nov 30Allegro.eu SA (WSE:ALE) announces an Equity Buyback for 2,172,523 shares, for PLN 86.9 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 2,172,523 shares for PLN 86.9 million. The maximum repurchase price is PLN 40 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2024.New Risk • Nov 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (50% net debt to equity). Large one-off items impacting financial results.お知らせ • Oct 06Darren Huston Steps Down as Non-Executive Chairman of Directors Board At Allegro.eu SAThe chairman of the board of directors of Allegro.eu SA, Darren Huston, decided to step down from his position in the coming months. He will also continue to fulfill the responsibilities of his position until a successor is found and a smooth transition has been executed.Reported Earnings • Sep 29Second quarter 2023 earnings released: EPS: zł0.11 (vs zł0.06 loss in 2Q 2022)Second quarter 2023 results: EPS: zł0.11 (up from zł0.06 loss in 2Q 2022). Revenue: zł2.40b (up 8.5% from 2Q 2022). Net income: zł119.0m (up zł182.5m from 2Q 2022). Profit margin: 5.0% (up from net loss in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Multiline Retail industry in Europe.Board Change • Jul 14High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 02High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2022 earnings released: zł1.82 loss per share (vs zł1.07 profit in FY 2021)Full year 2022 results: zł1.82 loss per share (down from zł1.07 profit in FY 2021). Revenue: zł9.00b (up 68% from FY 2021). Net loss: zł1.92b (down 276% from profit in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Multiline Retail industry in Europe.お知らせ • Jan 11+ 3 more updatesAllegro.eu SA to Report Q3, 2023 Results on Nov 16, 2023Allegro.eu SA announced that they will report Q3, 2023 results on Nov 16, 2023Reported Earnings • Dec 01Third quarter 2022 earnings released: zł2.08 loss per share (vs zł0.32 profit in 3Q 2021)Third quarter 2022 results: zł2.08 loss per share (down from zł0.32 profit in 3Q 2021). Revenue: zł2.32b (up 88% from 3Q 2021). Net loss: zł2.20b (down zł2.52b from profit in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany.お知らせ • Dec 01Allegro.eu SA Provides Earnings Guidance for the Year 2022Allegro.eu SA provided earnings guidance for the year 2022. For the year, the company expects 67-71% revenue growth, among others.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.86, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 50% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.88 per share.お知らせ • Sep 28Allegro.eu SA, Annual General Meeting, Oct 27, 2022Allegro.eu SA, Annual General Meeting, Oct 27, 2022, at 11:00 Central European Standard Time.お知らせ • Sep 22Allegro Appoints Roy Perticucci as CEOAllegro appointed as its CEO an Amazon veteran Roy Perticucci as of September 21, the company said in a market filing. The company had previously expected to appoint Perticucci as of September 1.お知らせ • Aug 05Allegro.eu SA Provides Earnings Guidance for the Year 2022Allegro.eu SA provided earnings guidance for the year 2022. The company expects its revenues to grow by 25%-30% year on year, EBITDA by 10%-15% year on year.お知らせ • Jul 05Allegro Announces Executive Changes, Effective September 1, 2022Allegro announced to replace CEO Francois Nuyts with Amazon veteran Roy Perticucci as of September 1, 2022 following resignation from the former.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 43% share price decline to €4.47, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 66% over the past year.お知らせ • May 28Allegro.eu SA Provides Revenue Guidance for the Year 2022Allegro.eu SA provided revenue guidance for the year 2022. For the year, the company expected revenue between 25% and 30% growth.お知らせ • May 14Allegro.eu SA, Annual General Meeting, Jun 22, 2022Allegro.eu SA, Annual General Meeting, Jun 22, 2022, at 13:00 Central European Standard Time. Location: office of the Company at 1, rue Hildegard von Bingen, L-1282 Luxembourg, Grand Duchy of Luxembourg Luxemborug Luxembourg Agenda: To consider approval of the annual accounts; To consider approval of the consolidated financial statements; to consider allocation of the results of the company for the financial year ended on 31 December 2021; to consider acknowledgement and approval of the remuneration report prepared by the remuneration and nomination committee of the company; to consider discharge to Francois NUYTS, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Jonathan EASTICK, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to David BARKER, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Carla SMITS-NUSTELING, for the exercise of her mandate as director of the company until 31 December 2021; and to discuss other matters.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €6.50, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 53% over the past year.Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.07 (up from zł0.43 loss in FY 2020). Revenue: zł5.35b (up 34% from FY 2020). Net income: zł1.09b (up zł1.42b from FY 2020). Profit margin: 20% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 44% growth forecast for the retail industry in Germany.お知らせ • Feb 25Allegro Announces Resignation of Francois Nuyts as CEOAllegro will take resignation from CEO Francois Nuyts, who is stepping down for personal reasons.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS zł0.32 (vs zł0.53 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł1.23b (up 33% from 3Q 2020). Net income: zł324.4m (up zł703.1m from 3Q 2020). Profit margin: 26% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.29 (vs zł0.08 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł1.31b (up 28% from 2Q 2020). Net income: zł295.9m (up 59% from 2Q 2020). Profit margin: 23% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 14First quarter 2021 earnings released: EPS zł0.26 (vs zł0.20 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł1.21b (up 61% from 1Q 2020). Net income: zł269.6m (up 158% from 1Q 2020). Profit margin: 22% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue.お知らせ • May 14Allegro.eu SA Revises Earnings Guidance for the Year 2021Allegro.eu SA revised earnings guidance for the year 2021. For the year, the company expects revenue to be low 30% year over year growth against previous guidance of high 20% year over year growth.Is New 90 Day High Low • Mar 09New 90-day low: €13.77The company is down 21% from its price of €17.37 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.19 per share.Reported Earnings • Mar 06Full year 2020 earnings released: zł0.43 loss per share (vs zł0.85 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: zł4.00b (up 54% from FY 2019). Net loss: zł335.3m (loss narrowed 44% from FY 2019).Analyst Estimate Surprise Post Earnings • Mar 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 22%, compared to a 54% growth forecast for the Online Retail industry in Germany.お知らせ • Feb 03Allegro Plans to Launch Logistics Service for Business Clients in 2021Allegro is planning to launch a logistics service for business clients in 2021 and hire 1,200 people by end-2022 to operate a yet-to-be-built logistics center.Is New 90 Day High Low • Jan 20New 90-day low: €16.22The company is down 12% from its price of €18.33 on 19 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.43 per share.株主還元AL0DE Multiline RetailDE 市場7D0.5%2.5%2.0%1Y3.4%-8.1%-0.1%株主還元を見る業界別リターン: AL0過去 1 年間で-8.1 % の収益を上げたGerman Multiline Retail業界を上回りました。リターン対市場: AL0過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is AL0's price volatile compared to industry and market?AL0 volatilityAL0 Average Weekly Movement7.4%Multiline Retail Industry Average Movement5.2%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: AL0 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AL0の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20175,754Marcin Kusmierzwww.allegro.euAllegro.eu S.A.は、ポーランド国内および海外の消費者向けにゴー・トゥー・コマース・プラットフォームを運営している。Allegro、Ceneo、Mall、Allegro Internationalの各セグメントを通じて事業を展開している。allegro.plは、自動車、ホーム＆ガーデン、書籍、メディア、コレクション、アート、ファッション＆シューズ、エレクトロニクス、キッズ、ヘルス＆ビューティー、スポーツ＆レジャー、スーパーマーケットなど様々なカテゴリーの商品を販売するeコマースマーケットプレイス。また、多カテゴリーの価格比較サイトceneo.pl、eコマースプラットフォームのMall Group、様々なエンターテイメント、文化、家族、スポーツイベントの販売を促進するイベントチケット販売サイトeBiletも運営している。さらに、消費者金融・融資ソリューション・プロバイダーのアレグロ・ペイ、ロジスティクスのテクノロジー・ソリューション・プロバイダーのオープンネット pl、当日配達の宅配便サービスであるX-プレス・クーリエを運営し、ラストワンマイルの配達サービスも提供している。さらに、データ処理、ホスティングおよび関連活動、その他の情報技術およびコンピューター・サービス活動、コンピューター設備管理活動、ソフトウェア関連およびコンピューター・コンサルタント活動にも携わっている。同社は以前はAdinan Super Topco S.a r.l.として知られ、2020年8月にAllegro.eu S.A.に社名を変更した。同社は2017年に法人化され、ルクセンブルクのルクセンブルクを拠点としている。もっと見るAllegro.eu S.A. 基礎のまとめAllegro.eu の収益と売上を時価総額と比較するとどうか。AL0 基礎統計学時価総額€7.70b収益（TTM）€430.26m売上高(TTM)€2.79b17.9xPER（株価収益率2.8xP/SレシオAL0 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AL0 損益計算書（TTM）収益zł11.85b売上原価zł7.80b売上総利益zł4.05bその他の費用zł2.22b収益zł1.83b直近の収益報告Mar 31, 2026次回決算日Sep 17, 2026一株当たり利益（EPS）1.80グロス・マージン34.18%純利益率15.42%有利子負債／自己資本比率47.2%AL0 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 02:10終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Allegro.eu S.A. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Andrew RossBarclaysBeata Szparaga-WasniewskaBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBanku32 その他のアナリストを表示
Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: zł0.44. Revenue: zł2.95b (up 14% from 1Q 2025). Net income: zł442.7m (up 49% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: zł1.63 (vs zł1.13 in FY 2024)Full year 2025 results: EPS: zł1.63 (up from zł1.13 in FY 2024). Revenue: zł11.5b (up 11% from FY 2024). Net income: zł1.69b (up 43% from FY 2024). Profit margin: 15% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 16+ 3 more updatesAllegro.eu S.A. to Report Q3, 2026 Results on Nov 19, 2026Allegro.eu S.A. announced that they will report Q3, 2026 results Pre-Market on Nov 19, 2026
Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: zł0.38. Revenue: zł2.94b (up 13% from 3Q 2024). Net income: zł396.2m (up 105% from 3Q 2024). Profit margin: 14% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 19Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 4,664,941 shares, for PLN 209.92 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 4,664,941 shares, for PLN 209.92 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2026.
New Risk • Oct 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: zł0.44. Revenue: zł2.95b (up 14% from 1Q 2025). Net income: zł442.7m (up 49% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: zł1.63 (vs zł1.13 in FY 2024)Full year 2025 results: EPS: zł1.63 (up from zł1.13 in FY 2024). Revenue: zł11.5b (up 11% from FY 2024). Net income: zł1.69b (up 43% from FY 2024). Profit margin: 15% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 16+ 3 more updatesAllegro.eu S.A. to Report Q3, 2026 Results on Nov 19, 2026Allegro.eu S.A. announced that they will report Q3, 2026 results Pre-Market on Nov 19, 2026
Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: zł0.38. Revenue: zł2.94b (up 13% from 3Q 2024). Net income: zł396.2m (up 105% from 3Q 2024). Profit margin: 14% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 19Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 4,664,941 shares, for PLN 209.92 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 4,664,941 shares, for PLN 209.92 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2026.
New Risk • Oct 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 20Second quarter 2025 earnings released: EPS: zł0.36 (vs zł0.33 in 2Q 2024)Second quarter 2025 results: EPS: zł0.36 (up from zł0.33 in 2Q 2024). Revenue: zł2.92b (up 9.4% from 2Q 2024). Net income: zł385.7m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe.
Board Change • Sep 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 25First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: zł0.28. Revenue: zł2.59b (up 6.1% from 1Q 2024). Net income: zł296.5m (up 23% from 1Q 2024). Profit margin: 11% (up from 9.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe.
お知らせ • May 23Allegro.eu S.A., Annual General Meeting, Jun 26, 2025Allegro.eu S.A., Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 02Allegro.eu S.A. Announces CEO ChangesAllegro has named Marcin Kusmierz as its new CEO from June 2025, with Kusmierz replacing Roy Perticucci, Allegro's CEO since September 2022, who will become the group's special advisor. The new CEO boasts 25 years of professional experience in the technology, e-commerce, fintech, and AI industries and most recently, he was CEO at Shoper, a provider of software for e-commerce solutions.
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: zł0.98 (vs zł0.27 in FY 2023)Full year 2024 results: EPS: zł0.98 (up from zł0.27 in FY 2023). Revenue: zł10.8b (up 6.2% from FY 2023). Net income: zł1.03b (up 264% from FY 2023). Profit margin: 9.6% (up from 2.8% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €7.44, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 14% over the past three years.
お知らせ • Jan 15+ 1 more updateAllegro.eu S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Allegro.eu S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025
お知らせ • Nov 27Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 3,473,726 shares, for PLN 156.32 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 3,473,726 shares, for PLN 156.32 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2025.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €6.26, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.21 per share.
Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: zł0.18. Revenue: zł2.62b (up 7.8% from 3Q 2023). Net income: zł193.1m (down 20% from 3Q 2023). Profit margin: 7.4% (down from 9.9% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe.
New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Sep 20Second quarter 2024 earnings released: EPS: zł0.33 (vs zł0.11 in 2Q 2023)Second quarter 2024 results: EPS: zł0.33 (up from zł0.11 in 2Q 2023). Revenue: zł2.67b (up 11% from 2Q 2023). Net income: zł347.1m (up 192% from 2Q 2023). Profit margin: 13% (up from 5.0% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • May 25Allegro.eu SA Provides Earnings Guidance for the Second Quarter of 2024Allegro.eu SA provided earnings guidance for the second quarter of 2024. The revenue is expected to grow by 11-14% in the second quarter.
お知らせ • Mar 26+ 1 more updateAllegro.eu SA to Report Q1, 2024 Results on May 23, 2024Allegro.eu SA announced that they will report Q1, 2024 results Pre-Market on May 23, 2024
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: zł0.27 (vs zł1.82 loss in FY 2022)Full year 2023 results: EPS: zł0.27 (up from zł1.82 loss in FY 2022). Revenue: zł10.3b (up 14% from FY 2022). Net income: zł284.1m (up zł2.20b from FY 2022). Profit margin: 2.8% (up from net loss in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 12Allegro.eu SA to Report First Half, 2024 Results on Sep 19, 2024Allegro.eu SA announced that they will report first half, 2024 results on Sep 19, 2024
お知らせ • Jan 10Allegro.eu SA to Report Fiscal Year 2023 Results on Mar 14, 2024Allegro.eu SA announced that they will report fiscal year 2023 results on Mar 14, 2024
お知らせ • Nov 30Allegro.eu SA (WSE:ALE) announces an Equity Buyback for 2,172,523 shares, for PLN 86.9 million.Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 2,172,523 shares for PLN 86.9 million. The maximum repurchase price is PLN 40 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2024.
New Risk • Nov 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (50% net debt to equity). Large one-off items impacting financial results.
お知らせ • Oct 06Darren Huston Steps Down as Non-Executive Chairman of Directors Board At Allegro.eu SAThe chairman of the board of directors of Allegro.eu SA, Darren Huston, decided to step down from his position in the coming months. He will also continue to fulfill the responsibilities of his position until a successor is found and a smooth transition has been executed.
Reported Earnings • Sep 29Second quarter 2023 earnings released: EPS: zł0.11 (vs zł0.06 loss in 2Q 2022)Second quarter 2023 results: EPS: zł0.11 (up from zł0.06 loss in 2Q 2022). Revenue: zł2.40b (up 8.5% from 2Q 2022). Net income: zł119.0m (up zł182.5m from 2Q 2022). Profit margin: 5.0% (up from net loss in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Multiline Retail industry in Europe.
Board Change • Jul 14High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 02High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2022 earnings released: zł1.82 loss per share (vs zł1.07 profit in FY 2021)Full year 2022 results: zł1.82 loss per share (down from zł1.07 profit in FY 2021). Revenue: zł9.00b (up 68% from FY 2021). Net loss: zł1.92b (down 276% from profit in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Jan 11+ 3 more updatesAllegro.eu SA to Report Q3, 2023 Results on Nov 16, 2023Allegro.eu SA announced that they will report Q3, 2023 results on Nov 16, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings released: zł2.08 loss per share (vs zł0.32 profit in 3Q 2021)Third quarter 2022 results: zł2.08 loss per share (down from zł0.32 profit in 3Q 2021). Revenue: zł2.32b (up 88% from 3Q 2021). Net loss: zł2.20b (down zł2.52b from profit in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany.
お知らせ • Dec 01Allegro.eu SA Provides Earnings Guidance for the Year 2022Allegro.eu SA provided earnings guidance for the year 2022. For the year, the company expects 67-71% revenue growth, among others.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.86, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 50% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.88 per share.
お知らせ • Sep 28Allegro.eu SA, Annual General Meeting, Oct 27, 2022Allegro.eu SA, Annual General Meeting, Oct 27, 2022, at 11:00 Central European Standard Time.
お知らせ • Sep 22Allegro Appoints Roy Perticucci as CEOAllegro appointed as its CEO an Amazon veteran Roy Perticucci as of September 21, the company said in a market filing. The company had previously expected to appoint Perticucci as of September 1.
お知らせ • Aug 05Allegro.eu SA Provides Earnings Guidance for the Year 2022Allegro.eu SA provided earnings guidance for the year 2022. The company expects its revenues to grow by 25%-30% year on year, EBITDA by 10%-15% year on year.
お知らせ • Jul 05Allegro Announces Executive Changes, Effective September 1, 2022Allegro announced to replace CEO Francois Nuyts with Amazon veteran Roy Perticucci as of September 1, 2022 following resignation from the former.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 43% share price decline to €4.47, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 66% over the past year.
お知らせ • May 28Allegro.eu SA Provides Revenue Guidance for the Year 2022Allegro.eu SA provided revenue guidance for the year 2022. For the year, the company expected revenue between 25% and 30% growth.
お知らせ • May 14Allegro.eu SA, Annual General Meeting, Jun 22, 2022Allegro.eu SA, Annual General Meeting, Jun 22, 2022, at 13:00 Central European Standard Time. Location: office of the Company at 1, rue Hildegard von Bingen, L-1282 Luxembourg, Grand Duchy of Luxembourg Luxemborug Luxembourg Agenda: To consider approval of the annual accounts; To consider approval of the consolidated financial statements; to consider allocation of the results of the company for the financial year ended on 31 December 2021; to consider acknowledgement and approval of the remuneration report prepared by the remuneration and nomination committee of the company; to consider discharge to Francois NUYTS, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Jonathan EASTICK, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to David BARKER, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Carla SMITS-NUSTELING, for the exercise of her mandate as director of the company until 31 December 2021; and to discuss other matters.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €6.50, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 53% over the past year.
Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.07 (up from zł0.43 loss in FY 2020). Revenue: zł5.35b (up 34% from FY 2020). Net income: zł1.09b (up zł1.42b from FY 2020). Profit margin: 20% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 44% growth forecast for the retail industry in Germany.
お知らせ • Feb 25Allegro Announces Resignation of Francois Nuyts as CEOAllegro will take resignation from CEO Francois Nuyts, who is stepping down for personal reasons.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS zł0.32 (vs zł0.53 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł1.23b (up 33% from 3Q 2020). Net income: zł324.4m (up zł703.1m from 3Q 2020). Profit margin: 26% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.29 (vs zł0.08 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł1.31b (up 28% from 2Q 2020). Net income: zł295.9m (up 59% from 2Q 2020). Profit margin: 23% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 14First quarter 2021 earnings released: EPS zł0.26 (vs zł0.20 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł1.21b (up 61% from 1Q 2020). Net income: zł269.6m (up 158% from 1Q 2020). Profit margin: 22% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue.
お知らせ • May 14Allegro.eu SA Revises Earnings Guidance for the Year 2021Allegro.eu SA revised earnings guidance for the year 2021. For the year, the company expects revenue to be low 30% year over year growth against previous guidance of high 20% year over year growth.
Is New 90 Day High Low • Mar 09New 90-day low: €13.77The company is down 21% from its price of €17.37 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.19 per share.
Reported Earnings • Mar 06Full year 2020 earnings released: zł0.43 loss per share (vs zł0.85 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: zł4.00b (up 54% from FY 2019). Net loss: zł335.3m (loss narrowed 44% from FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 22%, compared to a 54% growth forecast for the Online Retail industry in Germany.
お知らせ • Feb 03Allegro Plans to Launch Logistics Service for Business Clients in 2021Allegro is planning to launch a logistics service for business clients in 2021 and hire 1,200 people by end-2022 to operate a yet-to-be-built logistics center.
Is New 90 Day High Low • Jan 20New 90-day low: €16.22The company is down 12% from its price of €18.33 on 19 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.43 per share.
