Allied Tecnologia S.A

SA:ALLD3 Brazil Software - Application
Market Cap
$114.72 Million
R$698.63 Million BRL
Market Cap Rank
#23135 Global
#213 in Brazil
Share Price
R$7.35
Change (1 day)
-0.27%
52-Week Range
R$6.60 - R$10.30
All Time High
R$27.99
About

Allied Tecnologia S.A., together with its subsidiaries, manufactures and distributes technology products in Brazil and Latin America. It engages in the wholesale and retail trade of telephone, computer, electronic devices, accessories, and peripherals. The company also provides logistics services; delivery and storage services; program development and licensing; image processing and services rela… Read more

Allied Tecnologia S.A (ALLD3) - Net Assets

Latest net assets as of September 2025: R$1.69 Billion BRL

Based on the latest financial reports, Allied Tecnologia S.A (ALLD3) has net assets worth R$1.69 Billion BRL as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (R$3.78 Billion) and total liabilities (R$2.08 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets R$1.69 Billion
% of Total Assets 44.81%
Annual Growth Rate 9.49%
5-Year Change 40.55%
10-Year Change N/A
Growth Volatility 11.1

Allied Tecnologia S.A - Net Assets Trend (2017–2024)

This chart illustrates how Allied Tecnologia S.A's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Allied Tecnologia S.A (2017–2024)

The table below shows the annual net assets of Allied Tecnologia S.A from 2017 to 2024.

Year Net Assets Change
2024-12-31 R$1.59 Billion -0.64%
2023-12-31 R$1.60 Billion +6.62%
2022-12-31 R$1.50 Billion -0.78%
2021-12-31 R$1.51 Billion +33.71%
2020-12-31 R$1.13 Billion +16.54%
2019-12-31 R$970.12 Million +6.15%
2018-12-31 R$913.95 Million +8.48%
2017-12-31 R$842.53 Million --

Equity Component Analysis

This analysis shows how different components contribute to Allied Tecnologia S.A's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 515.3% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings R$552.51 Million 34.77%
Common Stock R$1.03 Billion 64.60%
Other Components R$10.04 Million 0.63%
Total Equity R$1.59 Billion 100.00%

Allied Tecnologia S.A Competitors by Market Cap

The table below lists competitors of Allied Tecnologia S.A ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Allied Tecnologia S.A's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 1,599,166,000 to 1,588,986,000, a change of -10,180,000 (-0.6%).
  • Net income of 145,532,000 contributed positively to equity growth.
  • Dividend payments of 189,960,000 reduced retained earnings.
  • New share issuances of 4,854,000 increased equity.
  • Other factors increased equity by 29,394,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income R$145.53 Million +9.16%
Dividends Paid R$189.96 Million -11.95%
Share Issuances R$4.85 Million +0.31%
Other Changes R$29.39 Million +1.85%
Total Change R$- -0.64%

Book Value vs Market Value Analysis

This analysis compares Allied Tecnologia S.A's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.44x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has decreased from 0.79x to 0.44x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2017-12-31 R$9.32 R$7.35 x
2018-12-31 R$11.48 R$7.35 x
2019-12-31 R$12.18 R$7.35 x
2020-12-31 R$14.06 R$7.35 x
2021-12-31 R$16.22 R$7.35 x
2022-12-31 R$16.09 R$7.35 x
2023-12-31 R$17.15 R$7.35 x
2024-12-31 R$16.89 R$7.35 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Allied Tecnologia S.A utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 9.16%
  • The company has moderate efficiency in generating returns from equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 2.64%
  • • Asset Turnover: 1.59x
  • • Equity Multiplier: 2.19x
  • Recent ROE (9.16%) is below the historical average (9.40%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2017 2.24% 0.73% 1.18x 2.61x R$-65.36 Million
2018 6.82% 2.29% 0.94x 3.16x R$-29.02 Million
2019 10.37% 2.71% 1.17x 3.28x R$3.62 Million
2020 14.83% 3.55% 1.27x 3.29x R$54.59 Million
2021 19.07% 5.02% 1.27x 3.00x R$137.06 Million
2022 5.08% 1.48% 1.39x 2.46x R$-73.85 Million
2023 7.66% 2.09% 1.72x 2.12x R$-37.47 Million
2024 9.16% 2.64% 1.59x 2.19x R$-13.37 Million

Industry Comparison

This section compares Allied Tecnologia S.A's net assets metrics with peer companies in the Software - Application industry.

Industry Context

  • Industry: Software - Application
  • Average net assets among peers: $187,433,250
  • Average return on equity (ROE) among peers: 6.83%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Allied Tecnologia S.A (ALLD3) R$1.69 Billion 2.24% 1.23x $33.22 Million
Neogrid Participações S.A (NGRD3) $449.94 Million 0.58% 0.45x $38.85 Million
GetNinjas S.A (NINJ3) $278.76 Million -5.68% 0.07x $38.41 Million
TOTVS S.A (TOTS3) $21.79 Million 32.40% 0.93x $2.76 Billion
TC Traders Club Ltda (TRAD3) $-759.00K 0.00% 0.00x $6.03 Million