View ValuationAllegro.eu 향후 성장Future 기준 점검 4/6Allegro.eu (는) 각각 연간 14.2% 및 10.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.2% 로 예상됩니다.핵심 정보14.2%이익 성장률14.61%EPS 성장률Multiline Retail 이익 성장6.6%매출 성장률10.1%향후 자기자본이익률22.25%애널리스트 커버리지Good마지막 업데이트07 Jul 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł39.42, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł61.20 per share.공시 • May 27Allegro.eu S.A., Annual General Meeting, Jun 25, 2026Allegro.eu S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: at hotel sofitel luxembourg europe, 6 rue du fort niedergruenewald, l-2226 luxembourg, grand duchy of luxembourg., luxembourg LuxembourgBoard Change • May 20High number of new directorsCEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł30.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 1.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł58.92 per share.Board Change • Apr 09High 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 • Feb 09High 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.공시 • 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, 2026Board Change • Jan 05High 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 • 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 15% 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 11% per year, which means it is significantly lagging earnings growth.Board Change • Nov 19High 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.공시 • 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.Reported Earnings • Sep 19Second 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. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Board Change • Sep 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 • Aug 14High 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 08High 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: zł2.62b (up 7.2% 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. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 23Allegro.eu S.A., Annual General Meeting, Jun 26, 2025Allegro.eu S.A., Annual General Meeting, Jun 26, 2025.Board Change • May 22High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • 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 remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł32.59, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Negligible returns to shareholders over past three years.Board Change • Mar 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • 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, 2025Board Change • Jan 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • 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.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.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 15% per year, which means it has not declined as severely as earnings.Board Change • Jul 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • 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.Board Change • Apr 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 02Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • 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, 2024Board Change • Feb 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • 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, 2024공시 • 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, 2024Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 116%After last week's 116% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past three years.공시 • 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.Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Nov 21New 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.공시 • 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 • Sep 29Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 31Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. 5 independent directors (6 non-independent directors). Non-Executive Chairman Darren Huston is the most experienced director on the board, commencing their role in 2017. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.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 • Apr 01Full 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.공시 • 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 releasedThird quarter 2022 results: 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 11% growth forecast for the Online Retail industry in the United Kingdom.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 226% share price gain to zł64.74, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł115 per share.Reported Earnings • Sep 30Second quarter 2022 earnings released: zł0.06 loss per share (vs zł0.29 profit in 2Q 2021)Second quarter 2022 results: zł0.06 loss per share (down from zł0.29 profit in 2Q 2021). Revenue: zł2.21b (up 69% from 2Q 2021). Net loss: zł63.5m (down 122% from profit in 2Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in the United Kingdom.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł28.28, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 55% over the past year.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 177% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 12% over the past year.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 168% share price gain to zł64.74, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 8.7% over the past year.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł29.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Online Retail industry in Europe.Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.06 (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 26% growth forecast for the retail industry in the United Kingdom.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł37.02, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł67.90 per share.Reported Earnings • Aug 09Second 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.이익 및 매출 성장 예측LSE:0A5O - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816,5882,6372,7474,2261112/31/202714,9092,2292,3303,7881312/31/202613,4421,8711,9003,223133/31/202611,8521,8281,8532,829N/A12/31/202511,4581,6941,9272,870N/A9/30/202511,4991,3311,5102,342N/A6/30/202511,2201,1281,5352,320N/A3/31/202510,9701,0891,9562,655N/A12/31/202410,3671,1893,0053,623N/A9/30/202410,7515483,0033,558N/A6/30/202410,5835973,3883,856N/A3/31/202410,3093692,9523,417N/A12/31/202310,1852842,0702,541N/A9/30/202310,2336971,9922,500N/A6/30/202310,121-1,7441,4662,054N/A3/31/20239,934-1,9271,0421,735N/A12/31/20229,005-1,9171,1321,855N/A9/30/20227,523-1,8976721,387N/A6/30/20226,4376287381,381N/A3/31/20225,5359878521,360N/A12/31/20215,3531,0901,0001,407N/A9/30/20215,0511,1511,0431,364N/A6/30/20214,7464481,2341,499N/A3/31/20214,457801,3941,641N/A12/31/20203,998-3351,2791,510N/A9/30/20203,504-6721,3051,509N/A6/30/20203,196-4441,1111,303N/A3/31/20202,760-5691,0831,234N/A12/31/20192,592-602N/A1,247N/A12/31/20181,978-802N/A919N/A12/31/20171,663-890N/A440N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0A5O 의 연간 예상 수익 증가율(14.2%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0A5O 의 연간 수익(14.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0A5O 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0A5O 의 수익(연간 10.1%)이 UK 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0A5O 의 수익(연간 10.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0A5O의 자본 수익률은 3년 후 22.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/09 16:42종가2026/07/09 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Allegro.eu S.A.는 34명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew RossBarclaysBeata Szparaga-WasniewskaBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBanku31명의 분석가 더 보기
공시 • 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.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł39.42, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł61.20 per share.
공시 • May 27Allegro.eu S.A., Annual General Meeting, Jun 25, 2026Allegro.eu S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: at hotel sofitel luxembourg europe, 6 rue du fort niedergruenewald, l-2226 luxembourg, grand duchy of luxembourg., luxembourg Luxembourg
Board Change • May 20High number of new directorsCEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł30.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 1.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł58.92 per share.
Board Change • Apr 09High 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 • Feb 09High 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.
공시 • 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
Board Change • Jan 05High 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 • 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 15% 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 11% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 19High 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.
공시 • 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.
Reported Earnings • Sep 19Second 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. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 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 • Aug 14High 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 08High 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: zł2.62b (up 7.2% 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. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 23Allegro.eu S.A., Annual General Meeting, Jun 26, 2025Allegro.eu S.A., Annual General Meeting, Jun 26, 2025.
Board Change • May 22High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • 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 remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł32.59, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Negligible returns to shareholders over past three years.
Board Change • Mar 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • 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
Board Change • Jan 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • 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.
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.
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 15% per year, which means it has not declined as severely as earnings.
Board Change • Jul 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • 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.
Board Change • Apr 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • 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
Board Change • Feb 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • 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
공시 • 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
Board Change • Jan 05Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 20Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improves as stock rises 116%After last week's 116% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past three years.
공시 • 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.
Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Nov 21New 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.
공시 • 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 • Sep 29Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 31Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. 5 independent directors (6 non-independent directors). Non-Executive Chairman Darren Huston is the most experienced director on the board, commencing their role in 2017. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
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 • Apr 01Full 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.
공시 • 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 releasedThird quarter 2022 results: 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 11% growth forecast for the Online Retail industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 226% share price gain to zł64.74, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł115 per share.
Reported Earnings • Sep 30Second quarter 2022 earnings released: zł0.06 loss per share (vs zł0.29 profit in 2Q 2021)Second quarter 2022 results: zł0.06 loss per share (down from zł0.29 profit in 2Q 2021). Revenue: zł2.21b (up 69% from 2Q 2021). Net loss: zł63.5m (down 122% from profit in 2Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł28.28, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 55% over the past year.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 177% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 12% over the past year.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 168% share price gain to zł64.74, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 8.7% over the past year.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł29.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Online Retail industry in Europe.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.06 (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 26% growth forecast for the retail industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł37.02, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł67.90 per share.
Reported Earnings • Aug 09Second 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.