Added to YB: 2025-11-07
Pitch date: 2025-11-05
ALGM [neutral]
Allegro MicroSystems, Inc.
+17.89%
current return
Author Info
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Company Info
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.
Market Cap
$7.4B
Pitch Price
$27.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.80
P/E
559.06
EV/Sales
7.94
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Updates November 2025-1 Eastern Europe - Allegro MicroSystems, Inc.
ALGM (update): Poland's Amazon at 18x P/E, $9.5B mcap serving 15M active buyers. Expanding fintech (Allegro Pay) from 2M to 15M users + logistics moat. International growth +61% GMV in 69M population footprint. Undervalued vs MercadoLibre at $137M vs $178M per million people despite higher GDP/capita.
Read full article (2 min)