Scan beyond ALSO Holding and see how other cyber and IT infrastructure distributors are priced by checking our curated list of list of solid balance sheet and fundamentals (206 results) first.
To own ALSO Holding, you need to believe in a fairly simple story. A large, established IT distributor is trying to squeeze more value out of its existing network by layering higher margin services like cloud, cybersecurity and as a service offerings on top of a huge hardware and software flow. The Huntress partnership fits that logic. It plugs another managed security product into an already scaled marketplace, with relatively modest capital needs compared with building new infrastructure from scratch.
Near term, the key questions are about execution and mix, not raw volume. Earnings have recently grown faster than revenue, yet margins remain thin at a 0.9% net level and the share price is still down over 10% over the past year despite some recent gains. If ALSO Holding uses deals like Huntress to shift more of its gross profit toward recurring cloud and security contracts, that could be a helpful catalyst. The flip side is that dividend coverage and low return on equity metrics show how little room for error the business has if pricing, vendor incentives or working capital swing the wrong way.
That said, there is a nagging issue in the background that could matter a lot more than this Huntress deal if it persists...
There's only one way to know the right time to buy, sell or hold ALSO Holding. Head to Simply Wall St's company report for the latest analysis of ALSO Holding's Fair Value.
Fair value estimates for ALSO Holding from three Simply Wall St Community members span roughly €214 to €314, so community views already stretch wide. These opinions were formed before the Huntress news on 1 October 2026. Treat this fresh distribution deal as one more reason to compare several community viewpoints yourself.
Explore 2 other ALSO Holding fair value estimates, including one that suggests as much as 59% upside from the current price!
Disagree with this assessment? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
If this Huntress news has you rethinking where ALSO Holding fits in your portfolio, it can help to line it up against a wider bench of opportunities. The Simply Wall St Screener lets you quickly filter for different qualities, so you can compare ALSO Holding with other businesses that match your risk tolerance and income goals.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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