Added to YB: 2026-10-02
Pitch date: 2026-09-22
ALLY [bullish]
Ally Financial Inc.
-2.93%
current return
Author Info
No bio for this author
Company Info
Ally Financial Inc., a digital financial-services company, provides various digital financial products and services in the United States and Canada.
Market Cap
$11.3B
Pitch Price
$38.87
Price Target
N/A
Dividend
3.19%
EV/EBITDA
N/A
P/E
8.86
EV/Sales
N/A
Sector
Consumer Finance
Category
value
$ALLY is a stock I’ve been re-underwriting.
ALLY (monitor): Ally Financial trades near $40, or 0.95x adjusted tangible book and ~9x adjusted earnings, with a 3% yield. The setup can work well if it sustains ~11–12%+ returns on tangible common equity, grows tangible book and repurchases shares below book. The key risk is auto credit: management expects 2026 retail auto net charge-offs of 1.8–2.0%; $35–38 would offer a more compelling margin of safety.
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