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Allegro.eu S.A.WSE:ALE Stock Report

Market Cap zł32.7b
Share Price
zł32.27
zł40.36
20.0% undervalued intrinsic discount
1Y-2.1%
7D6.2%
Portfolio Value
View

Allegro.eu S.A.

WSE:ALE Stock Report

Market Cap: zł32.7b

Allegro.eu (ALE) Stock Overview

Operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally. More details

ALE fundamental analysis
Snowflake Score
Valuation4/6
Future Growth4/6
Past Performance5/6
Financial Health5/6
Dividends0/6

ALE Community Fair Values

Create Narrative

See what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.

Allegro.eu S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Allegro.eu
Historical stock prices
Current Share Pricezł32.27
52 Week Highzł38.64
52 Week Lowzł25.53
Beta0.63
1 Month Change6.57%
3 Month Change12.64%
1 Year Change-2.14%
3 Year Change-12.31%
5 Year Change-44.74%
Change since IPO-53.90%

Recent News & Updates

Narrative Update Feb 10

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).
Narrative Update Jan 25

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.
Narrative Update Jan 11

ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance

Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).

Recent updates

Narrative Update Feb 10

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).
Narrative Update Jan 25

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.
Narrative Update Jan 11

ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance

Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).
Analysis Article Dec 27

Is Allegro.eu (WSE:ALE) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative Update Dec 15

ALE: Execution Momentum And Buybacks Will Support Stronger Share Performance

Analysts have nudged their price target on Allegro.eu slightly lower to PLN 40.40 from PLN 40.54, reflecting modest tweaks to growth and discount rate assumptions, even as they acknowledge improving execution momentum and a more balanced risk reward profile. Analyst Commentary Recent commentary from Goldman Sachs, which upgraded Allegro.eu to Neutral from Sell with a higher price target, underscores a shift toward a more balanced stance on the stock as execution trends improve.
Narrative Update Nov 30

ALE: Shares Will Benefit From Upgraded Outlook And Execution Momentum

Analysts have modestly lowered their price target for Allegro.eu to PLN 40.54 from PLN 40.93. They cite the company's ongoing execution momentum and an improved balance of risk and reward as key factors behind the adjustment.
Narrative Update Nov 16

ALE: Shares Will Benefit From Improved Execution Momentum And Risk Outlook

Analysts have raised their price target for Allegro.eu from PLN 39.87 to PLN 40.93. They cite increased execution momentum and a more balanced risk/reward outlook for the company's shares.
Analysis Article Aug 20

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

Key Insights The projected fair value for Allegro.eu is zł65.42 based on 2 Stage Free Cash Flow to Equity Allegro.eu's...
Analysis Article Jun 26

Allegro.eu S.A.'s (WSE:ALE) Share Price Matching Investor Opinion

Allegro.eu S.A.'s ( WSE:ALE ) price-to-earnings (or "P/E") ratio of 31.5x might make it look like a strong sell right...
Analysis Article Jun 11

Allegro.eu (WSE:ALE) Might Have The Makings Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analysis Article May 25

Allegro.eu S.A. (WSE:ALE) Just Released Its First-Quarter Earnings: Here's What Analysts Think

As you might know, Allegro.eu S.A. ( WSE:ALE ) recently reported its first-quarter numbers. It was an okay report, and...
User avatar
New Narrative Nov 29

Allegro's International Growth And FinTech Expansion Solidify Future Success

Allegro's expansion into Hungary and focus on international markets could drive significant GMV growth and diversify revenue streams.

Shareholder Returns

ALEPL Multiline RetailPL Market
7D6.2%4.6%1.0%
1Y-2.1%-8.5%22.2%

Return vs Industry: ALE exceeded the Polish Multiline Retail industry which returned -8.5% over the past year.

Return vs Market: ALE underperformed the Polish Market which returned 22.2% over the past year.

Price Volatility

Is ALE's price volatile compared to industry and market?
ALE volatility
ALE Average Weekly Movement4.5%
Multiline Retail Industry Average Movement5.3%
Market Average Movement5.3%
10% most volatile stocks in PL Market10.6%
10% least volatile stocks in PL Market3.1%

Stable Share Price: ALE has not had significant price volatility in the past 3 months compared to the Polish market.

Volatility Over Time: ALE's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20175,754Marcin Kusmierzwww.allegro.eu

Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally. It operates through Allegro, Ceneo, Allegro International, and Other segments. The company engages in operating B2C, C2C, and B2B e-commerce platforms comprising online marketplace; and various services, such as consumer lending and logistics services.

Allegro.eu S.A. Fundamentals Summary

How do Allegro.eu's earnings and revenue compare to its market cap?
ALE fundamental statistics
Market capzł32.70b
Earnings (TTM)zł1.83b
Revenue (TTM)zł11.85b
17.9x
P/E Ratio
2.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ALE income statement (TTM)
Revenuezł11.85b
Cost of Revenuezł7.80b
Gross Profitzł4.05b
Other Expenseszł2.22b
Earningszł1.83b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Sep 17, 2026

Earnings per share (EPS)1.80
Gross Margin34.18%
Net Profit Margin15.42%
Debt/Equity Ratio47.2%

How did ALE perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 23:30
End of Day Share Price 2026/05/20 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Allegro.eu S.A. is covered by 35 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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