<- Go home

Added to YB: 2026-06-17

Pitch date: 2026-06-14

ALLD3.SA [neutral]

Allied Tecnologia S.A.

Author Info

Quipus Capital is an investment knowledge repository, i.e. a growing compendium of information about companies and industries, from the perspective of a long-only, long-term, operator-mindset investor. I look at hundreds of global companies, read a lot, and build expert networks. I condense all that information in Quipus and send it to you, ideally not more than once or twice a month. Sign up for the newsletter.

Company Info

Allied Tecnologia S.A., together with its subsidiaries, manufactures and distributes technology products in Brazil and Latin America.

Market Cap

BRL 489.4M

Pitch Price

N/A

Price Target

N/A

Dividend

22.01%

EV/EBITDA

1.29

P/E

1.46

EV/Sales

0.13

Sector

Electronic Equipment, Instruments and Components

Category

N/A

Show full summary:
Brazilian microcap deep value - Allied Tecnologia - $ALLD3 - R$500 million

ALLD3.SA (pass): Brazilian consumer tech distributor at R$500M cap screens cheap on R$330M (2025) / R$145M (2024) earnings, but ~R$400M & R$60M are non-recurring tax gains. True earnings power ~R$40-50M. Low-margin, cyclical, FX-exposed. Outsized R$550M dividends unsustainable.

Read full article (2 min)