← Quality Momentum
QM · rank #20 · 2026-10-21
ALE
GPW · PLN · $14.31B (USD)
SignalBuy1.0strength 1.0 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +42.78% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +17.9% |
| Profit margin Net profit margin, trailing 12 months. | +13.9% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $14.31B |
| Anchor (recent) Close on 2026-09-21 | $49.43 |
| Anchor (far) Close on 2025-09-19 | $34.62 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Allegro.eu S.A. operates Poland's dominant e-commerce marketplace, offering integrated logistics and consumer finance while expanding across Central and Eastern Europe.
Rationale
High return on equity of 17.9%, a 13.9% profit margin, and strong 12-month momentum of 42.8% are supported by accelerating H1 2026 EBITDA growth and upgraded full-year guidance.
Material risks
- 1Surging cross-border platform competition from Temu and Shein—which surpassed Allegro in Polish monthly audience reach—threatens to pressure take rates and customer economics.
- 2Rapid CEE international expansion requires ongoing capital investment and execution that could weigh on group margins if volume scaling slows.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed