Alight Inc (ALIT): Investor Discussion

Alight Inc. - Ordinary Shares - Class A

TMT, Software


Presented:01/24/2024
Price:$8.95
Cap:$4.49B
Current Price:$7.29
Cap:$3.90B

Presented

Date01/24/2024
Price$8.95
Market Cap$4.49B
Ent Value$6.52B
P/E RatioN/A
Book Value$9.14
Div Yield0%
Shares O/S501.18M
Ave Daily Vol4,949,169
Short Int4.26%

Current

Price$7.29
Market Cap$3.90B
Alight, Inc. engages in the provision of cloud-based integrated digital human capital and business solutions. The company is headquartered in Lincolnshire, IL.

On January 24, 2024, DeMatteo Research hosted eight investors for a discussion on ALIT. The group shared thoughts on the growth opportunity as the business model evolves, major KPIs, pricing, margin, management, capital allocation and the outlook for the company and stock going forward. 

Publicly traded companies mentioned herein: Alight Inc (ALIT), Automatic Data Processing Inc (ADP)

Growth Opportunity

One investor started the discussion with his belief that the growth inflection is real, but there is risk around execution and management must simplify the messaging. ALIT operates two complementary models: Traditional Non-BPaaS and Technology-Led BPaaS. The non-BPaaS business (including Professional Services and standalone core administration) generates recurring cash flows and provides significant data (company and personal data), enabling ALIT to upgrade clients to the BPaaS business that generally offers larger and higher margin deals. He feels that investors under-appreciate the opportunity for ALIT to become a major HR benefits platform driven by its ability to save companies money. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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