Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALE.WA
BUYAPPROVEAllegro.eu S.A. · Consumer Cyclical · Luxembourg · $9.7B · Avg Vol: $81M/d
Allegro is the dominant e-commerce champion in Poland, operating a high-margin marketplace model with powerful network effects (Buffett lens) and scale economics shared with customers via its Smart! program (Nick Sleep lens). As nearshoring transforms Central/Eastern Europe into a manufacturing powerhouse, Allegro is the primary consumer-facing beneficiary of rising local wages and economic resilience.
COMPANY DESCRIPTION
Allegro.eu S.A. operates the dominant online marketplace and e-commerce platform in Poland and Central Europe. The company enjoys massive network effects with millions of active buyers and sellers, presenting a formidable barrier to entry for global competitors. It is the unrivaled e-commerce market leader in Poland, currently expanding its footprint across the broader CEE region.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.5B | 2.8B | 2.9B | 3.2B | 8.4% |
| EPS | -0.50 | 0.07 | 0.27 | 0.40 | 132.5% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | 0.0% |
| Debt | 2.0B | 1.8B | 1.8B | 1.6B | -7.6% |
| Equity | 2.5B | 2.5B | 2.8B | 2.8B | 4.1% |
| Op CF | 511M | 701M | 999M | 791M | 15.7% |
| Inv CF | -848M | -129M | -177M | -248M | — |
| Fin CF | 39M | -244M | -267M | -866M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ALE.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALE.WA | Allegro.eu S.A.(you) | $9.7B | 74 | BUY |
| AMBP | Ardagh Metal Packaging S.A. | $2.5B | 66 | BUY |
| 1910.HK | Samsonite Group S.A. | $2.5B | 86 | STRONG BUY |
| CDRO | Codere Online Luxembourg, S.A. | $428M | 83 | STRONG BUY |
| GFG.DE | Global Fashion Group S.A. | $132M | 77 | BUY |
Peer medians: ROE 4.9% · P/E 167.2x · Gross margin 53.0%