Allegro.eu S.A. (ALE) Fair Value & Analysis
Consumer Cyclical · PL · Market cap 40.5B PLN (≈ $10.9B) · ISIN LU2237380790
What is Allegro.eu S.A. really worth?
A strong business, but trading 38% above our fair value of 32.94 PLN.
Strengths
Risks
Fair value as of: Sep 5, 2026
From 26 valuation models · updated today
Share price +1.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 77/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (41.18 PLN). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range 18.37 PLN – 73.90 PLN · fair‑value band 24.13 PLN – 41.18 PLN · the 45.61 PLN price screens above the 32.94 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Allegro.eu S.A. (ALE) currently trades at 45.61 PLN, while our model-based Fair Value estimate is 32.94 PLN, implying the stock looks roughly 38.4% overvalued today. The Quality Score stands at 77/100 (high quality), in the Consumer Cyclical sector. Bull case: the Dividend Discount group reads highest at a median of 72.29 PLN per share, and 10 of the 26 models we run sit above the 45.61 PLN price. Bear case: the Asset-Based group reads lowest at 6.71 PLN, and 16 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Allegro.eu S.A. generated revenue of 11.9B PLN at a net margin of 13.2%. Revenue grew 11.7% year over year. It earns a return on equity of 17.7%. Net debt stands at 2.5B PLN. Fundamentals as of Sep 5, 2026
Our scenario range runs from 24.13 PLN (bear case) to 41.18 PLN (bull case); at 45.61 PLN, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 79% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −50% fair-value upside, at −28%, ALE screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 1.20 PLN per share, which is 3.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Dividend Discount (72.29 PLN) versus Asset-Based (6.71 PLN). Highest evidence: FCF DCF (74).
Notify me when ALE reaches fair value
Put ALE on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 73 · Market factors (momentum, volatility) 84
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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.
Full company 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Allegro.eu S.A. reported revenue of 11.5B PLN in FY2025 versus 5.4B PLN in FY2021, a compound +21.0%/yr. Reported net income was 1.5B PLN in FY2025, compounding +8.6%/yr from FY2021.
ALE screens 38% overvalued. Compare with Amazon.com, Inc →
Peer Group
Internet Retail · 103 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $256.26 | $127.67 | −50% |
| Alibaba Group 89988 | HK$97.45 | HK$48.38 | −50% |
| PDD Holdings PDD | $85.69 | $225.48 | +163% |
| MercadoLibre, Inc MELI | $1,966 | $798.98 | −59% |
| DoorDash, Inc DASH | $222.00 | $38.64 | −83% |
| Sea Limited SE | $118.32 | $52.70 | −55% |
| JD.com, Inc 89618 | ¥95.45 | ¥73.98 | −22% |
| eBay Inc EBAY | $105.62 | $60.13 | −43% |
| Coupang, Inc CPNG | $16.32 | $2.79 | −83% |
| Delivery Hero SE DHER | €37.05 | €12.71 | −66% |
Compare Allegro.eu S.A. with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Allegro.eu S.A. (ALE) overvalued or undervalued?
What is the fair value of ALE?
What is the quality score of ALE?
What is the revenue of Allegro.eu S.A. (ALE)?
What is the net profit margin of ALE?
Does Allegro.eu S.A. pay a dividend?
Watch Allegro.eu S.A. in the live analysis
One click puts Allegro.eu S.A. on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.