Subscribe

Allegro.eu S.A. (ALEGF)

USD8.23 +0.00 (+0.00%)
LU OTC Consumer Cyclical Specialty Retail
Address 1, rue Hildegard von Bingen 1282
Luxembourg City, LU
CEO Marcin Kusmierz
Website allegro.eu
IPO 2021-01-20
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. functions as a leading e-commerce hub for consumers throughout Poland. At its core is allegro.pl, an extensive online marketplace offering a vast selection of products across numerous categories, including automotive parts, home and garden supplies, various books, media, collectibles, and art, fashion and footwear, electronics, children's items, health and beauty products, sports and leisure gear, and supermarket goods. The company also oversees ceneo.pl, a comprehensive price comparison platform, and eBilet, a dedicated service for purchasing tickets to a diverse range of entertainment, cultural, family, and sporting events. Further diversifying its operations, Allegro.eu provides Allegro Pay for consumer financing and lending, operates Opennet.pl for logistics technology solutions, and includes X-press Couriers for rapid same-day delivery services, alongside SkyNet Customs Brokers for customs clearance. Additionally, the company is involved in a spectrum of information technology activities, such as data processing, hosting, computer services, facilities management, software development, and IT consultancy. Established in 2017 and based in Luxembourg, Allegro.eu SA was formerly known as Adinan Super Topco S.a r.l. before officially changing its name in August 2020.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD8.23 +0.00 (+0.00%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
568
Beta
0.69
Float Shares
598.51M
Free Float %
59.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +0.00% -3.74% -12.63% -3.74% +7.58% +35.70% -43.93% -58.24% -58.24%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
8.23
DCF (Unlevered) 7.72 -6.2%
DCF (Levered) 14.68 +78.4%

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.

Quality scores
Altman Z-Score
3.14
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +5.8% Q1'26: +11.7% (vs Q1'25)
  • EPS growth Specialty Retail: +20.6%
    +46.9% Q1'26: +21.4% (vs Q1'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +18.0% Q1'26: -10.8% (vs Q1'25)
  • EBIT margin Specialty Retail: +5.4%
    +19.0% Q1'26: +22.3% (vs Q1'25)
  • ROIC Specialty Retail: +6.5%
    +15.9% Q1'26: +15.2% (vs Q1'25)
  • Share dilution Specialty Retail: +0.1%
    -1.1% Q1'26: -3.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    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 = 84% × Ke + 16% × Kd (8.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 7.68 Current price: 8.23
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
10 Rev. Ana.
1 EPS Ana.
Dec 2027
13 Rev. Ana.
1 EPS Ana.
Dec 2028
8 Rev. Ana.
1 EPS Ana.
Dec 2029
12 Rev. Ana.
1 EPS Ana.
Dec 2030
6 Rev. Ana.
1 EPS Ana.
Revenue
4.00B
est: 3.95B (+1.2%)
5.35B
est: 5.31B (+0.8%)
9.00B
est: 8.98B (+0.2%)
10.19B
est: 10.58B (-3.7%)
10.82B
est: 11.01B (-1.7%)
11.44B
est: 11.96B (-4.3%)
13.59B
13.25B – 14.69B
+13.7% YoY
15.05B
14.53B – 16.13B
+10.7% YoY
16.81B
16.30B – 18.08B
+11.7% YoY
18.44B
17.88B – 19.83B
+9.7% YoY
20.41B
19.79B – 21.95B
+10.7% YoY
EBITDA
1.42B
est: 1.42B (-0.1%)
2.10B
est: 1.91B (+9.7%)
-216.09M
est: 3.24B (-106.7%)
2.70B
est: 3.81B (-29.2%)
3.02B
est: 2.61B (+15.7%)
3.12B
est: 2.83B (+10.2%)
3.22B
3.14B – 3.48B
+13.7% YoY
3.57B
3.44B – 3.82B
+10.7% YoY
3.98B
3.86B – 4.28B
+11.7% YoY
4.37B
4.24B – 4.70B
+9.7% YoY
4.84B
4.69B – 5.20B
+10.7% YoY
EBIT
958.71M
est: 919.36M (+4.3%)
1.58B
est: 1.24B (+27.8%)
-1.09B
est: 2.09B (-152.1%)
1.07B
est: 2.46B (-56.4%)
1.98B
est: 1.44B (+37.6%)
2.17B
est: 1.56B (+39.5%)
1.77B
1.73B – 1.92B
+13.7% YoY
1.96B
1.90B – 2.10B
+10.7% YoY
2.19B
2.13B – 2.36B
+11.7% YoY
2.40B
2.33B – 2.59B
+9.7% YoY
2.66B
2.58B – 2.86B
+10.7% YoY
Net Income
419.16M
est: 662.85M (-36.8%)
1.09B
est: 1.23B (-11.4%)
-1.92B
est: 773.08M (-347.9%)
284.06M
est: 930.20M (-69.5%)
1.03B
est: 1.23B (-15.7%)
1.52B
est: 1.59B (-4.7%)
2.03B
1.95B – 2.23B
+27.5% YoY
2.43B
2.33B – 2.67B
+19.9% YoY
3.02B
2.90B – 3.32B
+24.3% YoY
3.51B
3.37B – 3.85B
+16.2% YoY
4.18B
4.01B – 4.59B
+19.1% YoY
SGA
99.61M
est: 483.70M (-79.4%)
161.63M
est: 650.03M (-75.1%)
234.01M
est: 1.10B (-78.7%)
1.23B
est: 1.29B (-4.9%)
1.61B
est: 1.54B (+4.4%)
4.29B
est: 1.68B (+156.0%)
1.91B
1.86B – 2.06B
+13.7% YoY
2.11B
2.04B – 2.26B
+10.7% YoY
2.36B
2.28B – 2.53B
+11.7% YoY
2.58B
2.51B – 2.78B
+9.7% YoY
2.86B
2.77B – 3.08B
+10.7% YoY
EPS
0.53
est: 0.63 (-15.3%)
1.07
est: 1.16 (-7.8%)
-1.82
est: 0.73 (-349.4%)
0.27
est: 0.88 (-69.3%)
0.98
est: 1.17 (-16.3%)
1.47
est: 1.52 (-3.1%)
1.93
1.86 – 2.13
+27.5% YoY
2.32
2.23 – 2.55
+19.9% YoY
2.88
2.77 – 3.17
+24.3% YoY
3.35
3.22 – 3.68
+16.2% YoY
3.99
3.83 – 4.38
+19.1% YoY

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
22.18%
Maintenance CapEx ratio
119.67%
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.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

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
363.7K
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits