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Alior Bank S.A (ALR) Fair Value & Analysis

Financial Services · PL · Market cap 16.3B PLN

AB Alior Bank S.A ALR · WAR
Price135.45 PLN
Fair Value235.70 PLN
Upside+74.0%
Quality69/100
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Evidence: High Range 176.78 PLN – 294.63 PLN

Fair value as of: Jun 26, 2026

From 23 valuation models · updated 20 days ago

Share price −2.1% over the past month.

Price vs Fair Value (12 months)

142.90 PLN 89.57 PLN Fair Value 235.70 PLN Jul 2025 Jul 2026

12‑month range 89.57 PLN – 142.90 PLN · fair‑value band 176.78 PLN – 294.63 PLN · the 135.45 PLN price screens below the 235.70 PLN fair value. As of Jun 26, 2026.

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Analysis

Alior Bank S.A (ALR) currently trades at 135.45 PLN, while our model-based Fair Value estimate is 235.70 PLN, implying the stock looks roughly 74.0% undervalued today. We read business quality at 69/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Alior Bank S.A generated revenue of 5.7B PLN at a net margin of 40.0%. Revenue grew 3.6% year over year. It earns a return on equity of 18.9%. The balance sheet holds a net cash position of 2.5B PLN. Fundamentals as of Jun 26, 2026

Our scenario range runs from 176.78 PLN (bear case) to 294.63 PLN (bull case); at 135.45 PLN, the current price sits below that range. The share trades near its 52-week high and 69% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 47% fair-value upside, at 74%, ALR screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 5.7B PLN
Revenue growth (YoY) +3.6%
Net margin 40.0%
Return on equity 18.9%
Free cash flow 4.3B PLN FY2025
P/E ratio 7.1
More key figures
Operating margin 46.8%
EPS (TTM) 17.58 PLN
EPS growth (YoY) -15.4%
Net cash 2.5B PLN FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Alior Bank S.A. provides various banking products and services for individuals, businesses, and enterprises in Poland. The company operates through three segments: Retail, Corporate, and Treasury Activities. It offers retail products, including cash loans, credit cards, current account overdraft facilities, and mortgage loans; term and savings deposits; brokerage products and investment funds; personal accounts; cash deposits, withdrawals, and transfers; and currency exchange transactions. The company also provides corporate products, such as overdraft limits in current accounts, working capital loans, investment loans, and credit cards; current and subsidiary accounts; term deposits; cash deposits and withdrawals and transfers; FX exchange transactions; derivative instruments; and leasing and factoring. In addition, it offers bills, trade finance, internet banking, and operating and financial leasing services, as well as issues commercial bonds. In addition, it offers retirement …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Alior Bank S.A reported revenue of 6.2B PLN in FY2025 versus 3.8B PLN in FY2021, a compound +13.1%/yr. Reported net income was 2.4B PLN in FY2025, compounding +48.9%/yr from FY2021.

Revenue +13.1%/yr
FY21 3.8B PLN
FY22 4.5B PLN
FY23 5.8B PLN
FY24 6.2B PLN
FY25 6.2B PLN
Net income +48.9%/yr
FY21 482M PLN
FY22 683M PLN
FY23 2.0B PLN
FY24 2.4B PLN
FY25 2.4B PLN

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Cite: Fair Value Calculator (2026). "Alior Bank S.A Fair Value". https://www.fairvalue-calculator.com/stock/ALR

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Frequently asked questions

Is Alior Bank S.A (ALR) undervalued?
As of Jun 26, 2026, our model estimates a fair value of 235.70 PLN versus a price of 135.45 PLN, about +74% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ALR?
Our model-based fair value for Alior Bank S.A is 235.70 PLN (as of Jun 26, 2026), built from audited fundamentals. The current price is 135.45 PLN.
What is the quality score of ALR?
Alior Bank S.A has a Quality Score of 69/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Alior Bank S.A (ALR)?
Alior Bank S.A reported trailing-twelve-month revenue of about 5.7B PLN (latest available figure, as of Jun 26, 2026).
What is the net profit margin of ALR?
The net profit margin of Alior Bank S.A is about 40.0%, meaning it keeps roughly 40.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.