AL

Alliance Laundry Holdings Inc.

ALH·NYSE

$24.95

+0.24%
Consumer CyclicalFurnishings, Fixtures & Appliances

Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems and service parts in North America and internationally. The company offers laundry washers, dryers, and related service parts; digital products and customer financing solutions. It distributes its products through a network of distributors and direct sales channels. The company's products are used in healthcare facilities, fire stations, hotels, laundromats, communal laundry facilities, and other commercial applications. The company was formerly known as ALH Holding Inc. and changed its name to Alliance Laundry Holdings Inc. in August 2025. Alliance Laundry Holdings Inc. was founded in 1908 and is headquartered in Ripon, Wisconsin.

At a Glance

Live Snapshot
Market Cap$4.27B
EPS0.5200
P/E Ratio47.98
Earnings Date06/03/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

High confidence

Valuation multiple is elevated (P/E 48.0).

Valuation inputs: P/E 48.0, earnings yield +2.1%, momentum +0.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +25.9%, ROIC +9.1%).

Profitability stack: net margin +5.9%, ROE +25.9%, ROIC +9.1%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +86.4%, momentum +0.2%, net margin +5.9%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

a

Alliance Laundry Holdings Inc. Market vs Earnings Trajectory

ALH · NYSE

Loading price and EPS data...

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Alliance Laundry Holdings Inc. Fair Value Envelope

ALH · NYSE

Our analysis suggests that ALH has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $24.95, this represents a potential HIDDEN relative to our calculated worth for Alliance Laundry Holdings Inc..

Intrinsic Value
Current Price: $24.95
3Y-99.0%
5Y-99.0%
10Y-99.0%
3Y+24.0%
5Y+24.0%
10Y+24.0%
3Y+2.0%
5Y+2.0%
10Y+2.0%
3Y+101.0%
5Y+101.0%
10Y+101.0%
3Y+98.0%
5Y+98.0%
10Y+98.0%
3Y+1.0%
5Y+1.0%
10Y+1.0%
AL

Alliance Laundry Holdings Inc. Profit Bridge

ALH · NYSE
Revenue1.71B
Cost of Goods Sold (1.11B)
Gross Profit598.44M
Operating Expenses (276.21M)
Operating Income322.23M
Interest Expense (145.34M)
Other Income/Expense-184.19M
Pretax Income138.03M
Income Tax (36.28M)
Net Income101.75M
Net Income
101.75M

Profitability Analysis

Gross Margin

35.0%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

18.9%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

6.0%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

26.3%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

35.01%
Gross Profit Margin
4%
3Y+29.0%
5Y+29.0%
10Y+29.0%
18.85%
Operating Profit Margin
-2%
3Y+36.0%
5Y+36.0%
10Y+36.0%
5.95%
Net Profit Margin
-9%
3Y-18.0%
5Y-18.0%
10Y-18.0%
25.95%
Return on Equity
-173%
3Y-
5Y-
10Y-
3.53%
Return on Assets
2%
3Y-
5Y-
10Y-
9.13%
Return on Invested Capital
3Y-
5Y-
10Y-
A

Alliance Laundry Holdings Inc. Cash Conversion Engine

ALH · NYSE
Net Income101.75M
Depreciation & Amortization93.70M
Stock-Based Compensation0.00
Change in Working Capital-50.10M
Others69.67M
Capital Expenditures-53.67M
Free Cash Flow158.02M

Cash Flow Quality Analysis

FCF Conversion Rate

155.3%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

25.4%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

+55.0%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$50.10M

Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

a

Alliance Laundry Holdings Inc. Funding & Solvency Profile

ALH · NYSE
Cash & Cash Equivalents152.36M
Net Receivables348.69M
Inventory163.21M
Other Current Assets28.14M
Total Current Assets692 M
Property, Plant & Equipment276.59M
Goodwill & Intangible Assets1.42B
Long-Term Investments484.80M
Other Non-Current Assets6.51M
Total Non-Current Assets768 M
Total Assets
2.89B

Financial Health Analysis

Current Ratio

1.37x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

5.71x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

187 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

24% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

a

Alliance Laundry Holdings Inc. Street Expectations Map

ALH · NYSE

Wall Street analysts project that ALH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 32.00, with estimates ranging from a low of 32.00 to a high of 32.00.

Lowest Target
32.00
28.26%
Consensus Target
32.00
28.26%
Highest Target
32.00
28.26%

The consensus 1-year price target stands at 32.00, with estimates ranging from a low of 32.00 to a high of 32.00.

Analyst Consensus Analysis

Upside Potential

+28.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

a

Alliance Laundry Holdings Inc. Insider Positioning

ALH · NYSE

During the last 12 months, there has been no insider trading activity reported for ALH.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

0.00%
Dividend Yield
3Y-
5Y-
10Y-
 

alh Dividend History

ALH
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%