Refrigeration & Service Industry Machinery · SIC 3580

Alliance Laundry Holdings Inc.

ALH

Watch

Latest revenue

$426.9M

as of 2026-03-31

Latest net income

$56.9M

as of 2026-03-31

Net margin

13.3%

as of 2026-03-31

Community sentiment

Where do you think ALH is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment

Keep private notes on ALH — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to add your own notes

ALH vs S&P 500 · rebased to 100

-1.4% / yr 21.1 pts / yr vs S&P 500(S&P 500 +19.7% / yr) 0.9% total
Compare:

Live market

delayed ≤15 min
$26.16
5.63%
Market cap
$5.20B
Enterprise value
$6.36B
P/E (trailing)
51.1×
Forward P/E
P/B
12.08×
Dividend yield
0.0%
52-wk high
$27.48
52-wk low
$18.64
Beta
Shares out
198.6M

What this company does

AI

Item 1. Business Our Company Every Day is Laundry Day. We are the world’s largest designer and manufacturer of commercial laundry systems, serving a diverse and resilient range of global end markets. We believe we engineer and produce the highest quality and one of the most reliable commercial laundry systems in the industry. We leverage our pure play focus on the commercial laundry industry and over 100 years of engineering excellence to drive innovation and design our equipment to deliver outstanding performance in the most demanding applications. We believe the need for clean laundry is universal and growing, and our premium machines meet this fundamental human need, all day, every day.…

AI summary unavailable — showing raw filing excerpt

Generated from ALH's filing dated 2026-03-13

Key risks

AI

Item 1A. Risk Factors An investment in our common stock involves risks. Before making an investment decision, you should carefully consider the following risks and uncertainties, together with the other information contained in this Annual Report. The risks and uncertainties described below are not the only ones we face. If any of these risks actually occur, our business, prospects, operating results or financial condition could suffer materially, the trading price of our common stock could decline and you could lose all or part of your investment. These disclosures reflect the Company’s beliefs and opinions as to factors that could materially and adversely affect the Company and its…

AI summary unavailable — showing raw filing excerpt

Generated from ALH's filing dated 2026-03-13

3.6
of 10

ActaClear Score

Below avg
#4 of 5 in Refrigeration & Service Industry Machinery
-0.2 · 5d
Profitability·25%
5.0
Growth·15%
10.0
Value·20%
1.7
Quality·20%
0.0
Momentum·20%
2.5

Computed from 5 years of SEC fundamentals + latest market data, ranked within Refrigeration & Service Industry Machinery (5 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.

1.89
Price / FV

Fair value · DCF

Deeply overvalued
~47% downside at this growth
11.9% / yr
-5%30%
Terminal growthWACC 9.4% · 10y forecast
Market-implied growth at today's price: 19.8% / yrfor 10 years, holding WACC 9.4% and terminal 2.5%.
Current price
$26.17
DCF fair value
$13.84
FCF base (last FY)
$101.75M
Net debt
$301.30M
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.