bullish
Alight: A Highly Durable Business With Long-Term Potential
SUMMARY
- Alight (NYSE: ALIT, $4.5b market cap) is a well-established company providing health, wealth, payroll administration, and human capital management cloud advisory services to most of the leading companies in the United States.
- The company exhibits many qualities that make it an attractive long-term investment: this is an extremely sticky business with 97% revenue retention, high levels of recurring revenues, a market-leading position, and a blue-chip customer base.
- Management also has many levers to accelerate growth further and improve profitability.
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