Alliance Entertainment Holding Corporation

NasdaqCM:AENT Stock Report

Market Cap: US$321.1m

Alliance Entertainment Holding Management

Management criteria checks 3/4

Alliance Entertainment Holding's CEO is Jeff Walker, appointed in Feb 2023, has a tenure of 3.25 years. total yearly compensation is $1.32M, comprised of 48.7% salary and 51.3% bonuses, including company stock and options. directly owns 45.49% of the company’s shares, worth $146.07M. The average tenure of the management team and the board of directors is 1 years and 3.3 years respectively.

Key information

Jeff Walker

Chief executive officer

US$1.3m

Total compensation

CEO salary percentage48.66%
CEO tenure3.3yrs
CEO ownership45.5%
Management average tenure1yr
Board average tenure3.3yrs

Recent management updates

Analysis Article Oct 31

Shareholders May Be Wary Of Increasing Alliance Entertainment Holding Corporation's (NASDAQ:AENT) CEO Compensation Package

Key Insights Alliance Entertainment Holding will host its Annual General Meeting on 6th of November Salary of US$640.0k...

Recent updates

Narrative Update May 12

AENT: Refreshed Assumptions And Collector Platform Relaunch Will Support Future Returns

Analysts have reduced their price targets on Alliance Entertainment Holding by $2 to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, leading to a modestly lower assessed fair value of $9.00 per share. Analyst Commentary Recent research updates show analysts recalibrating their models for Alliance Entertainment Holding around discount rates, revenue assumptions, profit margins and future P/E multiples.
Narrative Update Apr 27

AENT: Collectibles Expansion And Reassessed Earnings Power Will Shape Future Upside Potential

Analysts trimmed their price target on Alliance Entertainment by $2 to reflect updated assumptions on discount rate, revenue growth, profit margin, and future P/E, which led to a slightly lower fair value estimate of around $8.00 per share. Analyst Commentary Bearish analysts have taken a more cautious stance on Alliance Entertainment, cutting their price targets by $2 as they revisit key inputs such as discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E multiples.
Seeking Alpha Apr 22

Alliance Entertainment: Higher Margins And A Low Float

Summary Alliance Entertainment is demonstrating clear margin expansion, with gross margin rising to 13.5% and EBITDA tripling since FY23. Exclusive studio licensing deals with Paramount and Amazon, and MGM underpin AENT's moat and provide asymmetric optionality for further growth. Revenue growth remains elusive; the back half of FY26 is pivotal for proving sustained top-line inflection alongside margin gains. AENT’s balance sheet is strengthened by refinancing, potential warrant exercises, and low capex, buffering downside risk and supporting Russell index inclusion prospects. Read the full article on Seeking Alpha
Narrative Update Apr 11

AENT: Exclusive Studio Partnership And Disciplined Assumptions Will Support Future Returns

Analysts have reduced their price targets on Alliance Entertainment Holding by $2, citing updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples. These changes contribute to a slightly revised fair value narrative for the stock.
Narrative Update Mar 28

AENT: Exclusive Content Deals And Collectibles Platform Will Support Future Returns

Analysts have trimmed their price targets on Alliance Entertainment Holding by $2, reflecting updated views on risk, profitability and future P/E assumptions, while keeping the intrinsic value estimate broadly in line with prior work. Analyst Commentary Recent research updates show analysts revisiting their assumptions on Alliance Entertainment Holding, with the $2 reduction in price targets reflecting a recalibration of risk, profitability and P/E expectations rather than a wholesale change in how the business is viewed.
Narrative Update Mar 12

AENT: Exclusive Distribution Deal And Collectibles Platform Will Support Future Upside

Analysts have trimmed their fair value estimate for Alliance Entertainment Holding by $1.00 to $9.00, citing updated assumptions around revenue growth, profit margins, discount rates, and a higher future P/E that align with recent price target cuts from firms covering the stock. Analyst Commentary Recent research updates point to a more measured stance on Alliance Entertainment Holding, with trimmed price targets but still enough interest to keep the stock on institutional radar.
Narrative Update Feb 26

AENT: Exclusive Licensing And Collectibles Platform Will Support Higher Future Earnings Multiple

Analysts have reduced their price targets on Alliance Entertainment Holding by $2, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates point to a more cautious tone around Alliance Entertainment Holding, with price targets trimmed by $2 as analysts revisit their assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E levels.
Analysis Article Feb 15

Earnings Working Against Alliance Entertainment Holding Corporation's (NASDAQ:AENT) Share Price Following 29% Dive

Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have had a horrible month, losing 29% after a...
Narrative Update Feb 09

AENT: Exclusive Media Licensing Will Support Higher Future Earnings Multiple

Analysts have raised their price target on Alliance Entertainment Holding to US$10.00 from US$6.00, citing updated assumptions for slightly higher revenue growth, a modestly improved profit margin profile, a higher fair value estimate, and a richer future P/E multiple. What's in the News Alliance Entertainment announced a new exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media distribution in the United States and Canada, covering franchises such as James Bond, Rocky, The Silence of the Lambs and Legally Blonde (Key Developments).
Narrative Update Jan 25

AENT: Exclusive Licensing And Collectibles Platform Will Support Future Upside Potential

Analysts have adjusted their price target on Alliance Entertainment Holding to reflect an updated fair value of $11.00 per share, citing revised assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Alliance Entertainment Holding announced an exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media distribution in the United States and Canada, covering franchises such as James Bond and Rocky, as well as titles like The Silence of the Lambs and Legally Blonde (company announcement).
Narrative Update Jan 11

AENT: Premium Collectibles And Horror Licensing Will Support Future Margin Expansion

Analysts have modestly lifted their price target for Alliance Entertainment Holding to US$11.00, citing slightly higher assumptions for revenue growth, profit margins, and a marginally lower future P/E multiple in their models. What's in the News Alliance Entertainment launched Alliance Authentic, a premium platform focused on authenticated, investment grade vinyl collectibles and a global marketplace for buying, selling, and trading these items.
Narrative Update Dec 26

AENT: Outperform Rating Will Signal Confidence In Future Earnings And Margin Expansion

Analysts have nudged their price target on Alliance Entertainment Holding to $11.00, reflecting slightly improved expectations for revenue growth and profit margins following recent supportive coverage and an Outperform rating from the Street. Analyst Commentary Recent coverage has reinforced a constructive outlook on Alliance Entertainment Holding, with bullish analysts highlighting a favorable balance between valuation, growth prospects, and execution progress.
Narrative Update Dec 12

AENT: Outperform Rating Will Signal Confidence In Strengthening Earnings Trajectory

Analysts have raised their price target on Alliance Entertainment Holding from $10.00 to $11.00, citing higher projected revenue growth, improving profit margins, a slightly lower discount rate, and a more attractive future P/E multiple. Analyst Commentary Bullish analysts view the latest price target increase for Alliance Entertainment Holding as a reflection of strengthening fundamentals and a clearer path to sustained earnings growth.
Analysis Article Dec 09

Does Alliance Entertainment Holding (NASDAQ:AENT) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article Oct 31

Shareholders May Be Wary Of Increasing Alliance Entertainment Holding Corporation's (NASDAQ:AENT) CEO Compensation Package

Key Insights Alliance Entertainment Holding will host its Annual General Meeting on 6th of November Salary of US$640.0k...
Analysis Article Sep 19

After Leaping 30% Alliance Entertainment Holding Corporation (NASDAQ:AENT) Shares Are Not Flying Under The Radar

Despite an already strong run, Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have been powering on...
Analysis Article Aug 25

Is Alliance Entertainment Holding (NASDAQ:AENT) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narrative Update Aug 22

Paramount Licensing And Collectibles Will Fuel Future Markets

Despite a slight decrease in consensus revenue growth forecasts, the significant rise in Alliance Entertainment Holding's future P/E indicates improved market sentiment or valuation expectations, leading to an increased consensus analyst price target from $8.67 to $10.00. What's in the News Alliance Entertainment expanded its Handmade by Robots brand with new limited-edition and mega-sized vinyl figures, including exclusive horror character releases at Costco and a Hello Kitty launch at San Diego Comic-Con.
Analysis Article Jul 29

The Market Lifts Alliance Entertainment Holding Corporation (NASDAQ:AENT) Shares 37% But It Can Do More

Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have continued their recent momentum with a 37% gain...
User avatar
New Narrative Jul 06

Paramount Licensing And Collectibles Will Fuel Future Markets

Exclusive licensing deals and demand for physical collectibles are strengthening revenue growth and competitive positioning, especially as new releases roll out.
Analysis Article Jun 14

Alliance Entertainment Holding Corporation (NASDAQ:AENT) Soars 26% But It's A Story Of Risk Vs Reward

Those holding Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares would be relieved that the share price...
Analysis Article May 23

Alliance Entertainment Holding's (NASDAQ:AENT) Profits Appear To Have Quality Issues

Following the solid earnings report from Alliance Entertainment Holding Corporation ( NASDAQ:AENT ), the market...
Analysis Article Apr 23

Alliance Entertainment Holding Corporation's (NASDAQ:AENT) Share Price Is Still Matching Investor Opinion Despite 25% Slump

To the annoyance of some shareholders, Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares are down a...
Analysis Article Mar 26

Is Alliance Entertainment Holding (NASDAQ:AENT) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Feb 25

The Price Is Right For Alliance Entertainment Holding Corporation (NASDAQ:AENT) Even After Diving 28%

The Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) share price has fared very poorly over the last month...

CEO Compensation Analysis

How has Jeff Walker's remuneration changed compared to Alliance Entertainment Holding's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$22m

Dec 31 2025n/an/a

US$22m

Sep 30 2025n/an/a

US$20m

Jun 30 2025US$1mUS$640k

US$15m

Mar 31 2025n/an/a

US$12m

Dec 31 2024n/an/a

US$7m

Sep 30 2024n/an/a

US$8m

Jun 30 2024US$1mUS$640k

US$5m

Mar 31 2024n/an/a

-US$3m

Dec 31 2023n/an/a

-US$7m

Sep 30 2023n/an/a

-US$31m

Jun 30 2023US$807kUS$769k

-US$35m

Mar 31 2023n/an/a

-US$35m

Dec 31 2022US$838kUS$800k

-US$24m

Sep 30 2022n/an/a

US$15m

Jun 30 2022n/an/a

US$29m

Mar 31 2022n/an/a

US$42m

Compensation vs Market: Jeff's total compensation ($USD1.32M) is below average for companies of similar size in the US market ($USD2.64M).

Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.


CEO

Jeff Walker (58 yo)

3.3yrs
Tenure
US$1,315,216
Compensation

Mr. Jeffrey Walker, also known as Jeff, has been Chief Executive Officer and Director at Alliance Entertainment Holding Corporation (also known as Adara Acquisition Corp) since February 10, 2023 and was Le...


Leadership Team

NamePositionTenureCompensationOwnership
Bruce Ogilvie
Executive Chairman of the Board3.3yrsUS$1.32m46.87%
$ 150.5m
Jeffrey Walker
CEO & Director3.3yrsUS$1.32m45.49%
$ 146.1m
Amanda Gnecco
CFO & Chief Accounting Officer2yrsno data0.015%
$ 47.2k
Warwick Goldby
Chief Operating Officer2yrsno data0.027%
$ 88.2k
Robert Black
Chief Compliance Officer2yrsUS$263.61k0.039%
$ 126.0k
Ben Means
President of Distribution Solutions3.3yrsUS$391.67kno data
Robert Oram
Executive VP1yrno datano data
Ian Ching
Senior Vice President of Information Technologyless than a yearno datano data
Tony Timpano
Senior Vice President of Business & Legal Affairsless than a yearno datano data
Alex Jimenez
Senior Vice President of Import Servicesless than a yearno datano data
Sandy Marsans
Senior Vice President of Information Technologyless than a yearno datano data
Dean Tabaac
Senior Vice President of AMPED Distributionless than a yearno datano data
1.0yrs
Average Tenure
58yo
Average Age

Experienced Management: AENT's management team is not considered experienced ( 1 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Bruce Ogilvie
Executive Chairman of the Board3.3yrsUS$1.32m46.87%
$ 150.5m
Jeffrey Walker
CEO & Director3.3yrsUS$1.32m45.49%
$ 146.1m
Dmitry Kozko
Independent Directorless than a yearno data0.0052%
$ 16.6k
W. Donaldson
Independent Director3.3yrsno data1.32%
$ 4.2m
Sheila Bangalore
Independent Directorless than a yearno data0.0052%
$ 16.6k
Terilea Wielenga
Independent Director3.3yrsUS$50.00k0.025%
$ 81.9k
Chris Nagelson
Independent Director3.3yrsUS$50.00k0.0098%
$ 31.5k
3.3yrs
Average Tenure
57yo
Average Age

Experienced Board: AENT's board of directors are considered experienced (3.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/27 13:35
End of Day Share Price 2026/05/27 00:00
Earnings2026/03/31
Annual Earnings2025/06/30

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

Alliance Entertainment Holding Corporation is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas ForteMaxim Group
Michael KupinskiNOBLE Capital Markets, Inc.
Ashok KumarThinkEquity LLC