View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsA.L.A. società per azioni 将来の成長Future 基準チェック /46A.L.A. società per azioni利益と収益がそれぞれ年間18.4%と8.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.8% 17.1%なると予測されています。主要情報18.4%収益成長率17.13%EPS成長率Logistics 収益成長17.0%収益成長率8.7%将来の株主資本利益率26.81%アナリストカバレッジLow最終更新日15 Oct 2025今後の成長に関する最新情報Price Target Changed • Sep 30Price target increased by 16% to €27.10Up from €23.43, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €23.20. Stock is up 56% over the past year. The company is forecast to post earnings per share of €1.67 for next year compared to €1.09 last year.Price Target Changed • May 31Price target increased by 10% to €23.43Up from €21.27, the current price target is an average from 3 analysts. New target price is 7.5% above last closing price of €21.80. Stock is up 69% over the past year. The company is forecast to post earnings per share of €1.55 for next year compared to €1.09 last year.Major Estimate Revision • May 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.40 to €1.55. Revenue forecast steady at €272.4m. Net income forecast to grow 42% next year vs 16% growth forecast for Logistics industry in Italy. Consensus price target up from €21.27 to €23.43. Share price was steady at €21.80 over the past week.Price Target Changed • Feb 16Price target increased by 7.6% to €18.87Up from €17.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €16.50. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.26 for next year compared to €0.85 last year.すべての更新を表示Recent updatesお知らせ • Oct 22+ 1 more updateH.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC completed the acquisition of 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa.H.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC entered into a sale and purchase agreement to acquire 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa for approximately €240 million on May 12, 2025. The consideration payable by Wing for the Acquisition is €36.50 per ALA share cum dividend 2025, which therefore expresses a consideration of €35.75 per ALA share ex dividend 2025. A simultaneous reinvestment by AIP Italia in Wing of part of the gross financial proceeds deriving from the Acquisition (the "Reinvestment"), as a result of which AIP Italia will hold a participation representing 30% of the share capital of Wing. The Closing is subject to the fulfilment of customary conditions precedent, such as obtaining the necessary authorisations under applicable foreign direct investment (FDI) and antitrust laws, including the authorisation of the Prime Minister's Office of the Italian Republic under the Golden Power Regulation and the authorisation of the European Commission under the EU Merger Regulation. Following the closing of the transaction, a mandatory full takeover bid will be launched with the aim of delisting ALA. Mediobanca Banca di Credito Finanziario S.p.A. acted as financial advisor to A.I.P. Italia Spa. Emilio Boccia of Studio Legale Boccia & del Giudice acted as legal advisor to A.I.P. Italia Spa. Gianni & Origoni Law Firm acted as legal advisor to A.I.P. Italia Spa. José Luis Romeu, Elena Veleiro, Mónica San Román, Antoni Companys of Pérez-Llorca Abogados, S.L.P. acted as legal advisor to H.I.G. Capital, LLC. Alessandro Capogrosso of PedersoliGattai acted as legal advisor to H.I.G. Capital, LLC. H.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC completed the acquisition of 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa on October 21, 2025. The founding families will retain a significant minority stake alongside H.I.G.Upcoming Dividend • May 12Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.5%). Lower than average of industry peers (2.7%).分析記事 • Apr 19Impressive Earnings May Not Tell The Whole Story For A.L.A. società per azioni (BIT:ALA)A.L.A. società per azioni's ( BIT:ALA ) stock was strong after they recently reported robust earnings. We did some...お知らせ • Apr 15A.L.A. società per azioni, Annual General Meeting, Apr 28, 2025A.L.A. società per azioni, Annual General Meeting, Apr 28, 2025, at 11:00 W. Europe Standard Time.Reported Earnings • Apr 02Full year 2024 earnings releasedFull year 2024 results: Revenue: €290.0m (up 26% from FY 2023). Net income: €16.9m (up 72% from FY 2023). Profit margin: 5.8% (up from 4.3% in FY 2023). 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 5.9% growth forecast for the Logistics industry in Europe.分析記事 • Apr 01A.L.A. società per azioni (BIT:ALA) Has Affirmed Its Dividend Of €0.75A.L.A. società per azioni ( BIT:ALA ) will pay a dividend of €0.75 on the 21st of May. This payment means the dividend...Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 34% to €33.20. The fair value is estimated to be €41.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 149%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Mar 30A.L.A. società per azioni announces Annual dividend, payable on May 21, 2025A.L.A. società per azioni announced Annual dividend of EUR 0.7500 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €32.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.02 per share.分析記事 • Mar 05A.L.A. società per azioni (BIT:ALA) Looks Just Right With A 26% Price JumpA.L.A. società per azioni ( BIT:ALA ) shares have continued their recent momentum with a 26% gain in the last month...New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% 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: Major Risk Debt is not well covered by operating cash flow (4.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €27.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.91 per share.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €24.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 155% over the past three years.Price Target Changed • Sep 30Price target increased by 16% to €27.10Up from €23.43, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €23.20. Stock is up 56% over the past year. The company is forecast to post earnings per share of €1.67 for next year compared to €1.09 last year.Reported Earnings • Sep 25First half 2024 earnings released: EPS: €0.80 (vs €0.64 in 1H 2023)First half 2024 results: EPS: €0.80 (up from €0.64 in 1H 2023). Revenue: €138.2m (up 24% from 1H 2023). Net income: €7.19m (up 24% from 1H 2023). Profit margin: 5.2% (in line with 1H 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 176 percentage points per year, which is a significant difference in performance.お知らせ • Aug 26A.L.A. società per azioni to Report First Half, 2024 Results on Sep 23, 2024A.L.A. società per azioni announced that they will report first half, 2024 results on Sep 23, 2024分析記事 • Jun 13A.L.A. società per azioni's (BIT:ALA) P/E Still Appears To Be ReasonableA.L.A. società per azioni's ( BIT:ALA ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell...Buy Or Sell Opportunity • Jun 13Now 24% undervaluedOver the last 90 days, the stock has risen 8.3% to €19.50. The fair value is estimated to be €25.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 135%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Price Target Changed • May 31Price target increased by 10% to €23.43Up from €21.27, the current price target is an average from 3 analysts. New target price is 7.5% above last closing price of €21.80. Stock is up 69% over the past year. The company is forecast to post earnings per share of €1.55 for next year compared to €1.09 last year.Major Estimate Revision • May 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.40 to €1.55. Revenue forecast steady at €272.4m. Net income forecast to grow 42% next year vs 16% growth forecast for Logistics industry in Italy. Consensus price target up from €21.27 to €23.43. Share price was steady at €21.80 over the past week.Upcoming Dividend • May 13Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Italian dividend payers (5.4%). In line with average of industry peers (3.2%).New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change).Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €230.1m (up 46% from FY 2022). Net income: €9.80m (up 27% from FY 2022). Profit margin: 4.3% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Logistics industry in Europe.Price Target Changed • Feb 16Price target increased by 7.6% to €18.87Up from €17.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €16.50. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.26 for next year compared to €0.85 last year.Reported Earnings • Sep 24First half 2023 earnings released: EPS: €0.64 (vs €0.38 in 1H 2022)First half 2023 results: EPS: €0.64 (up from €0.38 in 1H 2022). Revenue: €110.9m (up 75% from 1H 2022). Net income: €5.81m (up 69% from 1H 2022). Profit margin: 5.2% (down from 5.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.New Risk • Sep 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).Upcoming Dividend • May 15Upcoming dividend of €0.47 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: €157.5m (up 21% from FY 2021). Net income: €7.70m (up 27% from FY 2021). Profit margin: 4.9% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Logistics industry in Europe.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. CEO & Director Roberto Tonna was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 30First half 2022 earnings released: EPS: €0 (vs €0 in 1H 2021)First half 2022 results: EPS: €0 (in line with 1H 2021). Revenue: €64.0m (up 94% from 1H 2021). Net income: €3.00m (up 50% from 1H 2021). Profit margin: 4.7% (down from 6.1% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.6% decline forecast for the Logistics industry in Europe.Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last year. Earnings per share has declined by 99%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 06Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €130.7m (down 4.3% from FY 2020). Net income: €6.00m (flat on FY 2020). Profit margin: 4.6% (up from 4.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 22%, compared to a 5.0% growth forecast for the industry in Italy.業績と収益の成長予測BIT:ALA - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027392332934412/31/2026363272530412/31/20253292291346/30/202531722-8-5N/A3/31/202530419-9-6N/A12/31/202429017-10-6N/A9/30/202427314-8-2N/A6/30/202425711-73N/A3/31/202424311-29N/A12/31/202323010315N/A9/30/202321710413N/A6/30/202320510511N/A3/31/202318191015N/A12/31/202215781519N/A9/30/202214271115N/A6/30/20221286812N/A3/31/20221296711N/A12/31/2021130669N/A9/30/2021131668N/A6/30/2021131767N/A3/31/2021134623N/A12/31/20201366-1-1N/A12/31/2019135566N/A12/31/20181192N/A4N/A12/31/20171160N/A1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ALAの予測収益成長率 (年間18.4% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: ALAの収益 ( 18.4% ) はItalian市場 ( 11% ) よりも速いペースで成長すると予測されています。高成長収益: ALAの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ALAの収益 ( 8.7% ) Italian市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: ALAの収益 ( 8.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ALAの 自己資本利益率 は、3年後には高くなると予測されています ( 26.8 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/01/13 04:15終値2026/01/08 00:00収益2025/06/30年間収益2024/12/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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A.L.A. società per azioni 4 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。1 アナリスト機関Arianna TerazziIntesa Sanpaolo Equity Research
Price Target Changed • Sep 30Price target increased by 16% to €27.10Up from €23.43, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €23.20. Stock is up 56% over the past year. The company is forecast to post earnings per share of €1.67 for next year compared to €1.09 last year.
Price Target Changed • May 31Price target increased by 10% to €23.43Up from €21.27, the current price target is an average from 3 analysts. New target price is 7.5% above last closing price of €21.80. Stock is up 69% over the past year. The company is forecast to post earnings per share of €1.55 for next year compared to €1.09 last year.
Major Estimate Revision • May 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.40 to €1.55. Revenue forecast steady at €272.4m. Net income forecast to grow 42% next year vs 16% growth forecast for Logistics industry in Italy. Consensus price target up from €21.27 to €23.43. Share price was steady at €21.80 over the past week.
Price Target Changed • Feb 16Price target increased by 7.6% to €18.87Up from €17.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €16.50. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.26 for next year compared to €0.85 last year.
お知らせ • Oct 22+ 1 more updateH.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC completed the acquisition of 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa.H.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC entered into a sale and purchase agreement to acquire 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa for approximately €240 million on May 12, 2025. The consideration payable by Wing for the Acquisition is €36.50 per ALA share cum dividend 2025, which therefore expresses a consideration of €35.75 per ALA share ex dividend 2025. A simultaneous reinvestment by AIP Italia in Wing of part of the gross financial proceeds deriving from the Acquisition (the "Reinvestment"), as a result of which AIP Italia will hold a participation representing 30% of the share capital of Wing. The Closing is subject to the fulfilment of customary conditions precedent, such as obtaining the necessary authorisations under applicable foreign direct investment (FDI) and antitrust laws, including the authorisation of the Prime Minister's Office of the Italian Republic under the Golden Power Regulation and the authorisation of the European Commission under the EU Merger Regulation. Following the closing of the transaction, a mandatory full takeover bid will be launched with the aim of delisting ALA. Mediobanca Banca di Credito Finanziario S.p.A. acted as financial advisor to A.I.P. Italia Spa. Emilio Boccia of Studio Legale Boccia & del Giudice acted as legal advisor to A.I.P. Italia Spa. Gianni & Origoni Law Firm acted as legal advisor to A.I.P. Italia Spa. José Luis Romeu, Elena Veleiro, Mónica San Román, Antoni Companys of Pérez-Llorca Abogados, S.L.P. acted as legal advisor to H.I.G. Capital, LLC. Alessandro Capogrosso of PedersoliGattai acted as legal advisor to H.I.G. Capital, LLC. H.I.G. Europe Middle Market Lbo Fund Ii (Cayman), L.P., fund managed by H.I.G. Capital, LLC completed the acquisition of 73.78% stake in A.L.A. società per azioni (BIT : ALA) from A.I.P. Italia Spa on October 21, 2025. The founding families will retain a significant minority stake alongside H.I.G.
Upcoming Dividend • May 12Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.5%). Lower than average of industry peers (2.7%).
分析記事 • Apr 19Impressive Earnings May Not Tell The Whole Story For A.L.A. società per azioni (BIT:ALA)A.L.A. società per azioni's ( BIT:ALA ) stock was strong after they recently reported robust earnings. We did some...
お知らせ • Apr 15A.L.A. società per azioni, Annual General Meeting, Apr 28, 2025A.L.A. società per azioni, Annual General Meeting, Apr 28, 2025, at 11:00 W. Europe Standard Time.
Reported Earnings • Apr 02Full year 2024 earnings releasedFull year 2024 results: Revenue: €290.0m (up 26% from FY 2023). Net income: €16.9m (up 72% from FY 2023). Profit margin: 5.8% (up from 4.3% in FY 2023). 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 5.9% growth forecast for the Logistics industry in Europe.
分析記事 • Apr 01A.L.A. società per azioni (BIT:ALA) Has Affirmed Its Dividend Of €0.75A.L.A. società per azioni ( BIT:ALA ) will pay a dividend of €0.75 on the 21st of May. This payment means the dividend...
Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 34% to €33.20. The fair value is estimated to be €41.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 149%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Mar 30A.L.A. società per azioni announces Annual dividend, payable on May 21, 2025A.L.A. società per azioni announced Annual dividend of EUR 0.7500 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €32.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 233% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.02 per share.
分析記事 • Mar 05A.L.A. società per azioni (BIT:ALA) Looks Just Right With A 26% Price JumpA.L.A. società per azioni ( BIT:ALA ) shares have continued their recent momentum with a 26% gain in the last month...
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% 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: Major Risk Debt is not well covered by operating cash flow (4.6% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change).
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €27.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Logistics industry in Europe. Total returns to shareholders of 169% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.91 per share.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €24.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 155% over the past three years.
Price Target Changed • Sep 30Price target increased by 16% to €27.10Up from €23.43, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €23.20. Stock is up 56% over the past year. The company is forecast to post earnings per share of €1.67 for next year compared to €1.09 last year.
Reported Earnings • Sep 25First half 2024 earnings released: EPS: €0.80 (vs €0.64 in 1H 2023)First half 2024 results: EPS: €0.80 (up from €0.64 in 1H 2023). Revenue: €138.2m (up 24% from 1H 2023). Net income: €7.19m (up 24% from 1H 2023). Profit margin: 5.2% (in line with 1H 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 176 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 26A.L.A. società per azioni to Report First Half, 2024 Results on Sep 23, 2024A.L.A. società per azioni announced that they will report first half, 2024 results on Sep 23, 2024
分析記事 • Jun 13A.L.A. società per azioni's (BIT:ALA) P/E Still Appears To Be ReasonableA.L.A. società per azioni's ( BIT:ALA ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell...
Buy Or Sell Opportunity • Jun 13Now 24% undervaluedOver the last 90 days, the stock has risen 8.3% to €19.50. The fair value is estimated to be €25.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 135%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Price Target Changed • May 31Price target increased by 10% to €23.43Up from €21.27, the current price target is an average from 3 analysts. New target price is 7.5% above last closing price of €21.80. Stock is up 69% over the past year. The company is forecast to post earnings per share of €1.55 for next year compared to €1.09 last year.
Major Estimate Revision • May 31Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.40 to €1.55. Revenue forecast steady at €272.4m. Net income forecast to grow 42% next year vs 16% growth forecast for Logistics industry in Italy. Consensus price target up from €21.27 to €23.43. Share price was steady at €21.80 over the past week.
Upcoming Dividend • May 13Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Italian dividend payers (5.4%). In line with average of industry peers (3.2%).
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change).
Reported Earnings • Mar 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €230.1m (up 46% from FY 2022). Net income: €9.80m (up 27% from FY 2022). Profit margin: 4.3% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Logistics industry in Europe.
Price Target Changed • Feb 16Price target increased by 7.6% to €18.87Up from €17.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €16.50. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.26 for next year compared to €0.85 last year.
Reported Earnings • Sep 24First half 2023 earnings released: EPS: €0.64 (vs €0.38 in 1H 2022)First half 2023 results: EPS: €0.64 (up from €0.38 in 1H 2022). Revenue: €110.9m (up 75% from 1H 2022). Net income: €5.81m (up 69% from 1H 2022). Profit margin: 5.2% (down from 5.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.
New Risk • Sep 21New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).
Upcoming Dividend • May 15Upcoming dividend of €0.47 per share at 3.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: €157.5m (up 21% from FY 2021). Net income: €7.70m (up 27% from FY 2021). Profit margin: 4.9% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Logistics industry in Europe.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. CEO & Director Roberto Tonna was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 30First half 2022 earnings released: EPS: €0 (vs €0 in 1H 2021)First half 2022 results: EPS: €0 (in line with 1H 2021). Revenue: €64.0m (up 94% from 1H 2021). Net income: €3.00m (up 50% from 1H 2021). Profit margin: 4.7% (down from 6.1% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.6% decline forecast for the Logistics industry in Europe.
Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last year. Earnings per share has declined by 99%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 06Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €130.7m (down 4.3% from FY 2020). Net income: €6.00m (flat on FY 2020). Profit margin: 4.6% (up from 4.4% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 22%, compared to a 5.0% growth forecast for the industry in Italy.