Allos S.A. (ALOS3.SA)

Allos S.A. (ALOS3.SA) — VMCI valuation read

Allos S.A. (ALOS3.SA) carries a VMCI composite of 57/100, 7 points above the Real Estate sector median of 50. Among mid-cap names, that gap places ALOS3.SA in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The ALOS3.SA insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads ALOS3.SA trades at 18.0x earnings, 0% above the Real Estate median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Real Estate 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Real Estate median (10.0%). Risk: net debt to EBITDA of 2.3x is the rate-sensitivity line to watch, the line to track on Allos S.A.'s next 10-Q.

ALOS3.SA rose 3.2% over the trailing 7 days, with a -17.8% read on a 30-day basis.