(ALLFG) Allfunds - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: AS (Netherlands) | Market Cap: 5.150m EUR | Total Return: 69.4% in 12m

Fund Distribution, Portfolio Management, Regulatory Reporting
Total Rating 58
Safety 57
Buy Signal 0.99
Asset Management
Industry Rotation: -2.1
Market Cap: 5.99B
Avg Turnover: 2.94M
Risk 3d forecast
Volatility28.9%
VaR 5th Pctl4.44%
VaR vs Median-7.64%
Reward TTM
Sharpe Ratio1.51
Rel. Str. IBD80.1
Rel. Str. Peer Group87.3
Character TTM
Beta0.496
Beta Downside0.334
Hurst Exponent0.463
Drawdowns 3y
Max DD36.27%
CAGR/Max DD0.35
CAGR/Mean DD0.84

Warnings

No concerns identified

Tailwinds

Avwap Ph Week

Description: ALLFG Allfunds

Allfunds Group plc (ALLFG) is a London-based WealthTech firm operating a global B2B platform that bridges fund houses and financial distributors. The company utilizes a sub-custody model, aggregating fund distribution and execution services to reduce operational complexity for institutional clients such as private banks and insurance providers.

The business operates across two primary segments: Net Platform and Net Subscription. Its service architecture includes the Connect workstation, ESG screening tools compliant with SFDR regulations, and blockchain-integrated investment solutions. By centralizing administrative and regulatory reporting functions, Allfunds capitalizes on the industry shift toward outsourced fund distribution infrastructure.

The WealthTech sector is characterized by high barriers to entry due to the technical integration required between fragmented asset managers and global distributors. For deeper insights into the companys valuation metrics, consider reviewing the data on ValueRay. Allfunds further diversifies its revenue through ManCo white-label services and specialized fund hosting for ETFs and UCITS.

Headlines to Watch Out For
  • Platform AuM growth directly scales transaction-based commission and service revenue
  • Global equity market volatility impacts asset values and platform fee generation
  • Increased demand for SFDR-compliant ESG tools drives recurring subscription revenue
  • Expansion of private asset hosting services enhances high-margin alternative investment fees
  • Regulatory shifts in retrocession fee structures threaten core distribution revenue models
Piotroski VR-10 (Strict) 5.5
Net Income: -181.9m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA -1.08 > 1.0
NWC/Revenue: -75.35% < 20% (prev 23.27%; Δ -98.62% < -1%)
CFO/TA 0.23 > 3% & CFO 1.25b > Net Income -181.9m
Net Debt (448.1m) to EBITDA (682.5m): 0.66 < 3
Current Ratio: 0.73 > 1.5 & < 3
Outstanding Shares: last quarter (601.7m) vs 12m ago -1.62% < -2%
Gross Margin: 72.03% > 18% (prev 0.31%; Δ 7.17k% > 0.5%)
Asset Turnover: 22.54% > 50% (prev 35.46%; Δ -12.92% > 0%)
Interest Coverage Ratio: 16.14 > 6 (EBITDA TTM 682.5m / Interest Expense TTM 20.6m)
Altman Z'' -0.74
A: -0.17 (Total Current Assets 2.57b - Total Current Liabilities 3.50b) / Total Assets 5.35b
B: -0.00 (Retained Earnings -12.0m / Total Assets 5.35b)
C: 0.06 (EBIT TTM 332.8m / Avg Total Assets 5.46b)
D: -0.00 (Book Value of Equity -5.00m / Total Liabilities 3.45b)
Altman-Z'' = -0.74 = B
Beneish M -2.97
DSRI: 2.23 (Receivables 374.9m/269.6m, Revenue 1.23b/1.98b)
GMI: 0.43 (GM 72.03% / 31.05%)
AQI: 1.17 (AQ_t 0.52 / AQ_t-1 0.44)
SGI: 0.62 (Revenue 1.23b / 1.98b)
TATA: -0.27 (NI -181.9m - CFO 1.25b) / TA 5.35b)
Beneish M = -2.97 (Cap -4..+1) = A
What is the price of ALLFG shares?

As of May 24, 2026, the stock is trading at EUR 8.70 with a total of 227,589 shares traded.
Over the past week, the price has changed by +3.76%, over one month by +1.86%, over three months by +8.56% and over the past year by +69.41%.

Is ALLFG a buy, sell or hold?

Allfunds has no consensus analysts rating.

Allfunds (ALLFG) - Fundamental Data Overview as of 24 May 2026
Market Cap USD = 5.99b (5.15b EUR * 1.1625 EUR.USD)
P/E Forward = 23.5294
P/S = 7.9147
P/B = 2.7067
P/EG = 0.5001
Revenue TTM = 1.23b EUR
EBIT TTM = 332.8m EUR
EBITDA TTM = 682.5m EUR
Long Term Debt = 410.7m EUR (from longTermDebt, last quarter)
Short Term Debt = 2.57b EUR (from shortTermDebt, last quarter)
Debt = 3.01b EUR (from shortLongTermDebtTotal, last quarter) + Leases 17.4m
Net Debt = 448.1m EUR (calculated: Debt 3.01b - CCE 2.56b)
Enterprise Value = 5.60b EUR (5.15b + Debt 3.01b - CCE 2.56b)
Interest Coverage Ratio = 16.14 (Ebit TTM 332.8m / Interest Expense TTM 20.6m)
EV/FCF = 29.04x (Enterprise Value 5.60b / FCF TTM 192.8m)
FCF Yield = 3.44% (FCF TTM 192.8m / Enterprise Value 5.60b)
FCF Margin = 15.66% (FCF TTM 192.8m / Revenue TTM 1.23b)
Net Margin = -14.77% (Net Income TTM -181.9m / Revenue TTM 1.23b)
Gross Margin = 72.03% ((Revenue TTM 1.23b - Cost of Revenue TTM 344.4m) / Revenue TTM)
Gross Margin QoQ = 75.86% (prev 75.92%)
Tobins Q-Ratio = 1.05 (Enterprise Value 5.60b / Total Assets 5.35b)
Interest Expense / Debt = 0.68% (Interest Expense 20.6m / Debt 3.01b)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 249.6m (EBIT 332.8m * (1 - 25.00%))
Current Ratio = 0.73 (Total Current Assets 2.57b / Total Current Liabilities 3.52b)
Debt / Equity = 1.59 (Debt 3.01b / totalStockholderEquity, last quarter 1.90b)
Debt / EBITDA = 0.66 (Net Debt 448.1m / EBITDA 682.5m)
Debt / FCF = 2.32 (Net Debt 448.1m / FCF TTM 192.8m)
Total Stockholder Equity = 2.04b (last 4 quarters mean from totalStockholderEquity)
RoA = -3.33% (Net Income -181.9m / Total Assets 5.35b)
RoE = -8.88% (Net Income TTM -181.9m / Total Stockholder Equity 2.05b)
RoCE = 13.54% (EBIT 332.8m / Capital Employed (Equity 2.05b + L.T.Debt 410.7m))
RoIC = 3.24% (NOPAT 249.6m / Invested Capital 7.71b)
WACC = 5.07% (E(5.15b)/V(8.16b) * Re(7.73%) + D(3.01b)/V(8.16b) * Rd(0.68%) * (1-Tc(0.25)))
Discount Rate = 7.73% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -46.67 | Cagr: -0.60%
[DCF] Terminal Value 73.10% ; FCFF base≈220.0m ; Y1≈192.9m ; Y5≈155.9m
[DCF] Fair Price = 3.44 (EV 2.50b - Net Debt 448.1m = Equity 2.05b / Shares 597.8m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: -72.25 | Revenue CAGR: -20.23% | SUE: -0.05 | # QB: 0
EPS current Year (2026-12-31): EPS=0.46 | Chg30d=-0.99% | Revisions=+0% | GrowthEPS=+9.6% | GrowthRev=+6.2%
EPS next Year (2027-12-31): EPS=0.53 | Chg30d=+1.26% | Revisions=-14% | GrowthEPS=+15.6% | GrowthRev=+12.0%
[Analyst] Revisions Ratio: -14%