Allegro.eu (ALE) Stock Overview
Operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 5/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for ALE from our risk checks.
ALE Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Allegro.eu S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | zł49.80 |
| 52 Week High | zł51.14 |
| 52 Week Low | zł25.53 |
| Beta | 0.65 |
| 1 Month Change | 10.43% |
| 3 Month Change | 29.17% |
| 1 Year Change | 43.85% |
| 3 Year Change | 66.97% |
| 5 Year Change | -16.50% |
| Change since IPO | -28.86% |
Recent News & Updates
New Narrative • Aug 13
AI And Logistics Targets Will Likely Strain Margins And Future Earnings
Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?
Narrative Update • Aug 11
ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential
Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.Narrative Update • Jul 21
ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile
Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.Narrative Update • Jul 07
ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile
Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.Narrative Update • Jun 23
ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Recent updates
New Narrative • Aug 13
AI And Logistics Targets Will Likely Strain Margins And Future Earnings
Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?Narrative Update • Aug 11
ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential
Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.Narrative Update • Jul 21
ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile
Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.Narrative Update • Jul 07
ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile
Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.Narrative Update • Jun 23
ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.Narrative Update • Jun 05
ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.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.
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
| ALE | PL Multiline Retail | PL Market | |
|---|---|---|---|
| 7D | 10.8% | 1.0% | -1.1% |
| 1Y | 43.8% | -22.4% | 38.3% |
Return vs Industry: ALE exceeded the Polish Multiline Retail industry which returned -22.4% over the past year.
Return vs Market: ALE exceeded the Polish Market which returned 38.3% over the past year.
Price Volatility
| ALE volatility | |
|---|---|
| ALE Average Weekly Movement | 4.9% |
| Multiline Retail Industry Average Movement | 4.9% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in PL Market | 10.0% |
| 10% least volatile stocks in PL Market | 2.8% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2017 | 5,754 | Marcin Kusmierz | www.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
| ALE fundamental statistics | |
|---|---|
| Market cap | zł49.82b |
| Earnings (TTM) | zł1.96b |
| Revenue (TTM) | zł12.30b |
25.4x
P/E Ratio4.0x
P/S RatioIs ALE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ALE income statement (TTM) | |
|---|---|
| Revenue | zł12.30b |
| Cost of Revenue | zł8.11b |
| Gross Profit | zł4.20b |
| Other Expenses | zł2.24b |
| Earnings | zł1.96b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Nov 12, 2026
| Earnings per share (EPS) | 1.96 |
| Gross Margin | 34.11% |
| Net Profit Margin | 15.94% |
| Debt/Equity Ratio | 45.3% |
How did ALE perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 01:37 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 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 31 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| "Andrew Ross | Barclays |
| Andrew Ross | Barclays |
| Kamil Kliszcz | Biuro maklerskie mBanku |