Valuation snapshot vs. peers
All‑Share ALLOS (ALOS3) is now trading at a trailing P/E of roughly 12‑13 × and an EV/EBITDA of 8‑9 × (based on the latest 12‑month results). By contrast, the closest Latin‑American consumer‑services peers—e.g., Cencosud (CENCOSUD), Lojas Renner (LREN) and Grupo Bimbo (BIMBO)—are quoted at P/E 15‑18 × and EV/EBITDA 10‑12 ×. The spread reflects a clear valuation discount of 20‑30 % on both multiples, even after ALLOS’ Q2 2025 earnings beat (SSS +7.1 %, SSR +7.7 %, FFOPS +9 %). The lower multiples are justified by the company’s higher growth trajectory and expanding margin profile (FFOPS growth outpacing revenue), but they also signal that the market is still pricing in execution risk.
Market & technical backdrop
The earnings beat has already nudged the stock above its 200‑day moving average, with the price holding near the $4.80‑$5.00 range on relatively light volume—suggesting a short‑cover rally rather than a fully‑fledged breakout. Relative Strength Index (RSI) is still in the 45‑50 band, leaving room for upside without immediate overbought pressure. The broader LATAM consumer‑services index remains flat, so ALLOS’ relative strength is a key driver.
Actionable insight
Given the valuation discount, solid top‑line momentum, and a technically clean price above the 200‑DMA, the stock is positioned for a 2‑3 % upside on a modest pull‑back to the $4.70‑$4.80 zone (≈10 % of the recent high). A long‑position with a stop just below the 200‑DMA (≈$4.45) captures upside while limiting downside if the earnings momentum stalls. If the price breaches $5.10 with sustained volume, it could open a higher‑target scenario toward $5.30‑$5.50, reflecting a re‑rating toward peer multiples.