Risk factor
Very poor trading liquidity
Profitability factor
Greatly undervalued vs peers
About
Headquartered in Krakow, Poland, Ailleron S.A. is an international technology provider delivering innovative solutions across the telecommunication, financial, banking, and hospitality sectors. For the hospitality industry, Ailleron features iLumio, an interactive system enhancing guest services in hotels. Within banking and finance, their portfolio includes LiveBank, a cutting-edge virtual branch platform, alongside tools for marketing automation, lead generation, commission oversight, and credit management. They also offer internet and mobile banking solutions, wealth management services, and specialized platforms for leasing companies, such as a front-office sales system and eBOK, a web portal for client access to product information, invoices, and payments. Additionally, LiveBranch enables the creation of virtual transactional branches, complemented by various mobile and onboarding functionalities. In telecommunications, Ailleron provides the Ringback Tone platform, empowering mobile operators to replace standard waiting tones with music, advertisements, or other audio content. Their robust value-added services platform encompasses video and visual voicemail, inbound/outbound IVR (with video options), missed call notifications, and "notify on return" or "notify after busy" features. Further telecom offerings include migration, provisioning, and consulting for NGN and IMS platforms, as well as class 4 and 5 soft switches, telephony application servers, and bespoke solutions. Beyond these industry-specific tools, the company utilizes Big Data analytics to optimize customer experience and communication. They also furnish comprehensive IT solutions and services, including integration platforms, business intelligence tools, and operations support systems. Furthermore, Ailleron offers IT outsourcing for the development, deployment, and management of diverse applications. The company, initially known as Wind Mobile S.A., officially adopted the name Ailleron S.A. in October 2015.
Company Valuation
Considering past and projected metrics, the stock is distinctly 'cheaper' than its peers. In particular, the stock is underpriced on P/E, 'cheap' on EV/EBITDA, undervalue