Added to YB: 2025-10-28
Pitch date: 2025-10-24
AENT [bullish]
Alliance Entertainment Holding Corporation
+6.2%
current return
Author Info
No bio for this author
Company Info
Alliance Entertainment Holding Corporation operates as a wholesaler and e-commerce provider for the entertainment industry worldwide.
Market Cap
$307.3M
Pitch Price
$6.61
Price Target
11.00 (+57%)
Dividend
N/A
EV/EBITDA
9.46
P/E
20.38
EV/Sales
0.37
Sector
Distributors
Category
turnaround
Alliance Entertainment is Due for a Rerating
AENT: Physical media distributor poised for growth inflection after 3yr decline. Q4 gross margins hit 15.8% (vs 9% in '23) on Paramount deal adding $60-80M revenue at 30%+ margins. FY26 EBITDA est. ~$70M (+100% growth) as gaming bottoms, vinyl grows on Taylor Swift release, GTA6 launch expected. Trading 5x EBITDA vs 7-8x target = 80-100% upside.
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