Added to YB: 2026-08-26
Pitch date: 2026-08-24
ALYA.TO [neutral]
Alithya Group Inc.
+1.98%
current return
Author Info
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Company Info
Alithya Group Inc., together with its subsidiaries, provides information technology services and solutions in Canada, the United States, and internationally.
Market Cap
CAD 102.6M
Pitch Price
CAD 1.01
Price Target
3.00 (+191%)
Dividend
N/A
EV/EBITDA
6.86
P/E
-2.49
EV/Sales
0.49
Sector
IT Services
Category
special_situation
Monday Delight: 24/08/2026 - Alithya Group Inc.
ALYA.TO (update): Strategic review launched 27 Jul 2026 (merger/sale/take-private options) barely moved the stock; ALYA trades ~4.4x trailing adj EBITDA vs 2025 Canadian IT take-private precedent (Converge/H.I.G.) ~7.4x and ~9.7x public median — a deal near those implies 2-3x today's price. Risk: no forced seller, cheapness may be the review's cause not cure; negative tangible book (goodwill C$159.4M > equity C$142.7M) means ~-75% downside if review stalls.
Read full article (1 min)