Added to YB: 2025-11-10
Pitch date: 2025-11-04
ALLFG.AS [neutral]
Allfunds Group plc
+53.42%
current return
Author Info
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Company Info
Allfunds Group plc, together with its subsidiaries, operates as a B2B WealthTech company that connects fund houses and distributors in the United Kingdom and internationally.
Market Cap
EUR 5.4B
Pitch Price
EUR 6.36
Price Target
N/A
Dividend
2.21%
EV/EBITDA
6.53
P/E
132.04
EV/Sales
3.89
Sector
Capital Markets
Category
N/A
Allfunds Group (ALLFG Netherlands): growth that flows faster than it monetises
ALLFG.AS (quick overview): Strong AuA growth & net flows but declining take rates as mix shifts to low-margin cash/FI products from rebate assets. Alternative assets & SaaS rationalizing. Needs to prove pricing power recovery & monetize ETP infrastructure beyond custody. Upcoming investor day pivotal for showing innovation/profitability vs just scale.
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