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Allegro.eu S.A. (ALE.WA)

PLN43.63 +3.63 (+9.08%)
LU WSE Consumer Cyclical Apparel - Footwear & Accessories
Address 6, rue Eugène Ruppert 2453
Luxembourg, LU, LU
CEO Marcin Pawel Kusmierz
Website allegro.eu
IPO 2020-10-12
ISIN LU2237380790

Explore sections of this company profile

Also trades on Other OTC · ALEGF (USD) Warsaw Stock Exchange · ALE.WA (PLN)
Description

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. It also provides multi-category price comparison services allowing the customer to find prices among the different websites and marketplaces. In addition, it operates eBilet, an event ticket sales site. Further, the company operates Allegro. pl, an online marketplace; Ceneo.pl, a price comparison platform. Additionally, the company engages in online marketplace; retail sale via the Internet; advertising; logistic services; online price comparison services; consumer lending to marketplace buyers; online tickets distribution; software and solutions for delivery logistics; and provides payment services to partners. The company was formerly known as Adinan Super Topco S.a r.l. and changed its name to Allegro.eu S.A. in August 2020. The company was incorporated in 2017 and is based in Luxembourg, Luxembourg.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
PLN43.63 +3.63 (+9.08%)
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Volume Profile
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Liquidity & share structure
Average Volume
8M
Beta
0.69
Float Shares
598.51M
Free Float %
59.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.58% +6.02% +13.74% +23.12% +7.24% +9.92% +2.48% -2.23% -41.18% -57.06% -57.06%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
43.63
DCF (Unlevered) 22.64 -48.1%
DCF (Levered) 53.15 +21.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 74% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 11 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.32
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Apparel - Footwear & Accessories: +5.0%
    +5.9% Q1'26: +11.7% (vs Q1'25)
  • EPS growth Apparel - Footwear & Accessories: +5.0%
    +49.5% Q1'26: +21.4% (vs Q1'25)
  • FCF margin FCF growth · Apparel - Footwear & Accessories: +7.7%
    +18.0% Q1'26: -10.8% (vs Q1'25)
  • EBIT margin Apparel - Footwear & Accessories: +8.8%
    +19.0% Q1'26: +22.3% (vs Q1'25)
  • ROIC Apparel - Footwear & Accessories: +7.3%
    +15.9% Q1'26: +15.2% (vs Q1'25)
  • Share dilution Apparel - Footwear & Accessories: +0.0%
    -1.4% Q1'26: -3.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Apparel - Footwear & Accessories: -0.25×
    1.88× Q1'26: 1.55× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.63) × ERP
WACC = 86% × Ke + 14% × Kd (8.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 22.98 Current price: 43.63
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
13 Rev. Ana.
9 EPS Ana.
Dec 2027
13 Rev. Ana.
9 EPS Ana.
Dec 2028
9 Rev. Ana.
5 EPS Ana.
Dec 2029
4 Rev. Ana.
1 EPS Ana.
Dec 2030
4 Rev. Ana.
1 EPS Ana.
Revenue
4.00B
est: 3.96B (+1.0%)
5.35B
est: 5.30B (+1.0%)
9.00B
est: 9.08B (-0.8%)
10.19B
est: 10.58B (-3.8%)
10.82B
est: 11.03B (-1.9%)
11.46B
est: 11.97B (-4.3%)
13.40B
13.06B – 14.58B
+11.9% YoY
14.84B
14.32B – 15.89B
+10.7% YoY
16.57B
16.54B – 16.60B
+11.7% YoY
18.27B
17.72B – 19.72B
+10.3% YoY
20.24B
19.63B – 21.84B
+10.8% YoY
EBITDA
1.39B
est: 926.72M (+49.8%)
2.05B
est: 1.24B (+65.2%)
-194.69M
est: 2.13B (-109.2%)
1.92B
est: 2.32B (-17.2%)
2.96B
est: 2.42B (+22.5%)
3.13B
est: 2.63B (+19.0%)
2.94B
2.86B – 3.20B
+11.9% YoY
3.25B
3.14B – 3.48B
+10.7% YoY
3.63B
3.63B – 3.64B
+11.7% YoY
4.01B
3.89B – 4.32B
+10.3% YoY
4.44B
4.30B – 4.79B
+10.8% YoY
EBIT
924.52M
est: 574.15M (+61.0%)
1.53B
est: 768.71M (+99.0%)
-1.07B
est: 1.32B (-181.0%)
1.45B
est: 1.45B (0.0%)
2.00B
est: 1.51B (+32.5%)
2.18B
est: 1.64B (+32.9%)
1.83B
1.79B – 1.99B
+11.9% YoY
2.03B
1.96B – 2.17B
+10.7% YoY
2.27B
2.26B – 2.27B
+11.7% YoY
2.50B
2.42B – 2.70B
+10.3% YoY
2.77B
2.69B – 2.99B
+10.8% YoY
Net Income
419.16M
est: 665.55M (-37.0%)
1.09B
est: 1.23B (-11.4%)
-1.92B
est: 814.45M (-335.3%)
284.06M
est: 596.93M (-52.4%)
1.03B
est: 1.27B (-18.4%)
1.52B
est: 1.64B (-7.6%)
1.86B
1.68B – 2.21B
+13.4% YoY
2.21B
2.01B – 2.88B
+18.9% YoY
2.97B
2.72B – 3.21B
+34.1% YoY
3.50B
3.36B – 3.86B
+17.9% YoY
4.19B
4.02B – 4.62B
+19.8% YoY
SGA
901.73M
est: 336.20M (+168.2%)
161.63M
est: 450.13M (-64.1%)
234.01M
est: 771.40M (-69.7%)
1.23B
est: 1.22B (+1.3%)
239.68M
est: 1.27B (-81.1%)
4.30B
est: 1.37B (+212.5%)
1.54B
1.50B – 1.67B
+11.9% YoY
1.70B
1.64B – 1.82B
+10.7% YoY
1.90B
1.90B – 1.91B
+11.7% YoY
2.10B
2.03B – 2.26B
+10.3% YoY
2.32B
2.25B – 2.51B
+10.8% YoY
EPS
-0.43
est: 0.63 (-168.6%)
1.06
est: 1.16 (-8.5%)
-1.82
est: 0.74 (-346.7%)
0.27
est: 0.57 (-52.2%)
0.98
est: 1.17 (-16.5%)
1.46
est: 1.52 (-3.9%)
1.90
1.60 – 2.11
+25.2% YoY
2.29
1.92 – 2.75
+20.3% YoY
2.84
2.60 – 3.06
+24.3% YoY
3.34
3.21 – 3.68
+17.4% YoY
4.00
3.84 – 4.41
+19.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-26 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-25 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-22 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-21 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-20 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-15 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-14 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-13 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-12 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-11 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-08 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-07 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-06 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-05 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-05-04 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-17 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-16 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-15 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.85B
OE per share TTM
1.77
Owner's Yield
5.33%
Maintenance CapEx ratio
119.68%
Maint CapEx / Avg PPE
10.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
378.4K
Shares Outstanding
1.01B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Jonathan Eastick Group Chief Financial Officer & Executive Director 211.0K male
Marcin Kusmierz Chief Executive Officer & Executive Director 106.0K male
Sandra Bichl Chief Human Resources Officer
Tomasz Pozniak Investor Relations Director male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits