Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALSN.SW
HOLDREMOVEALSO Holding AG · Technology · Switzerland · $2.9B · Avg Vol: $6M/d
ALSO Holding is an IT distributor operating with very thin operating margins and high working capital requirements, failing the Terry Smith asset-light quality compounder screen.
COMPANY DESCRIPTION
ALSO Holding AG is a leading technology distributor and services provider, supplying hardware, software, and cloud-based solutions across Europe and beyond. Its moat resides in its highly automated B2B marketplace platforms, deep integration with major tech vendors, and high barriers to entry in large-scale logistics. ALSO is a dominant market consolidator transitioning from traditional distribution to a high-margin, consumption-based cloud and software provider.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 13.2B | 11.4B | 10.9B | 15.4B | 5.3% |
| EPS | 13.73 | 13.62 | 11.52 | 10.74 | 9.88 | -7.9% |
| Shares | — | 12.8M | 12.8M | 12.8M | 12.8M | 0.0% |
| Debt | — | 321.7M | 301.6M | 173.3M | 487.1M | 14.8% |
| Equity | — | 1.2B | 1.2B | 1.2B | 1.4B | 6.7% |
| Op CF | — | 100.8M | 440.0M | 369.2M | 221.3M | 30.0% |
| Inv CF | — | -10.1M | -43.0M | -91.2M | -441.2M | — |
| Fin CF | — | -257.5M | -192.6M | -202.1M | 341.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ALSN.SW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALSN.SW | ALSO Holding AG(you) | $2.9B | 53 | HOLD |
| SWON.SW | SoftwareOne Holding AG | $2.1B | 52 | HOLD |
| SWON.OL | SOFTWAREONE HOLDING | $2.1B | 56 | HOLD |
| COTN.SW | Comet Holding AG | $4.2B | 46 | HOLD |
| SRAD | Sportradar Group AG | $4.4B | 44 | HOLD |
| HUBN.SW | Huber+Suhner AG | $5.7B | 71 | BUY |
| TEMN.SW | Temenos AG | $5.5B | 73 | BUY |
| 0SE5.L | Sensirion Holding AG | $1.4B | 72 | BUY |
| CICN.SW | Cicor Technologies Ltd. | $658M | 49 | HOLD |
| IFCN.SW | INFICON Holding AG | $5.7B | 82 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 36.5x · Gross margin 44.1%