Quick verdict: ALIT vs JAMF in 2026

Overall, Jamf Holding Corp. (JAMF) holds an edge over Alight, Inc. (ALIT) in this 2026 comparison, winning more key operational metrics. JAMF emerges as the clear growth leader with positive revenue expansion and superior (though still negative) profitability margins. ALIT, on the other hand, presents itself as a potential value play and is the favorite among analysts, showing significant target price upside. Not investment advice.

ALIT vs JAMF: key metrics side by side

Full side-by-side comparison of ALIT and JAMF across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-12.

ALIT vs JAMF valuation comparison

When examining ALIT vs JAMF valuation, both companies present unique characteristics, particularly given their current lack of profitability. Alight, Inc. (ALIT) trades at a remarkably low Price-to-Book (P/B) ratio of 0.42x, indicating that its market capitalization of $434,013,834 is significantly below its book value. This metric often signals a deeply undervalued asset for investors who prioritize tangible assets and balance sheet strength. ALIT’s Price-to-Earnings (P/E) ratio stands at -0.14x, which, while negative, is a less profoundly negative number compared to JAMF’s.

Jamf Holding Corp. (JAMF), with a market capitalization of $1.75B, trades at a P/B ratio of 2.2x, which is considerably higher than ALIT’s. Its P/E ratio is -42.01x, reflecting substantial losses relative to its stock price. When considering Discounted Cash Flow (DCF) valuations, both companies show deeply negative implied upsides, suggesting they are significantly overvalued based on their current cash flow projections. ALIT has an implied DCF downside of -1639.7%, whereas JAMF’s is -377.5%. While both are concerning, JAMF’s implied overvaluation from a DCF perspective is less extreme. However, for a pure value play focusing on asset-backed valuation, ALIT’s extremely low P/B ratio makes it appear more attractive, suggesting potential for recovery or deep value for investors with a long-term horizon.

ALIT vs JAMF growth comparison

In a direct ALIT vs JAMF growth comparison, Jamf Holding Corp. (JAMF) clearly demonstrates stronger momentum and a more promising growth trajectory. JAMF reported a positive revenue growth of +11.9% year-over-year, showcasing a healthy expansion in its top line to $627,399,000. This is a crucial indicator for growth-oriented investors looking for companies that are actively increasing their market presence and revenue streams within their industry.

Conversely, Alight, Inc. (ALIT) experienced a revenue contraction, with its growth standing at -3.0%. This negative growth, applied to its larger revenue base of $2.26B, suggests that ALIT is facing significant headwinds and challenges in sustaining or expanding its business operations. Furthermore, when examining operational efficiency, JAMF’s EBITDA margin of 2.48% stands in stark contrast to ALIT’s deeply negative EBITDA margin of -97.33%. This difference highlights JAMF’s superior operational performance and a clearer path towards sustainable profitability. For investors prioritizing revenue expansion and improving operational efficiency, JAMF exhibits a distinctly more robust growth profile compared to ALIT.

ALIT vs JAMF profitability

Analyzing ALIT vs JAMF profitability reveals significant disparities, particularly in their ability to generate net income from operations. Alight, Inc. (ALIT) reports a highly concerning net margin of -137.5%, indicating that its expenses far exceed its revenue, resulting in substantial losses. Its EBITDA margin is also deeply negative at -97.33%, which highlights severe challenges in its core operational efficiency before accounting for interest, taxes, depreciation, and amortization. The Return on Equity (ROE) is N/A% for ALIT, consistent with its deep unprofitability and potentially negative equity.

In contrast, Jamf Holding Corp. (JAMF) also operates at a loss, but its profitability metrics are considerably better than ALIT’s. JAMF’s net margin is -5.98%, which, while negative, represents a significant improvement over ALIT’s figures and suggests a business closer to breaking even. Crucially, JAMF boasts a positive EBITDA margin of 2.48%, indicating that its core business operations are indeed generating an operating profit. Like ALIT, JAMF’s ROE is N/A%. Interestingly, ALIT presents a Free Cash Flow (FCF) yield of 59.68%, which is substantially higher than JAMF’s 6.17%. This high FCF yield for ALIT, despite its profound net losses, could suggest effective working capital management or specific accounting dynamics that temporarily boost free cash flow relative to its market capitalization. However, given its dire net and EBITDA margins, the long-term sustainability of such a high FCF yield is questionable without fundamental improvements in underlying operational profitability. For immediate operational performance and a clearer, albeit still negative, path towards net profitability, JAMF appears to be the more financially stable entity.

Analyst ratings: ALIT vs JAMF

When examining analyst sentiment, there’s a clear divergence in how the investment community views ALIT vs JAMF. Alight, Inc. (ALIT) benefits from a stronger vote of confidence from the analyst community. Out of 10 analysts covering the stock, a significant 60.0% have issued a “Buy” rating. The consensus for ALIT is a strong “Buy,” and analysts have set an ambitious average target price of $3.75. From its current price of $0.8281, this target represents an impressive implied upside of +352.8%. This strong bullish sentiment suggests that analysts collectively see substantial recovery potential or significant undervaluation in ALIT, anticipating a major rebound in its stock price.

Conversely, Jamf Holding Corp. (JAMF) receives a more cautious assessment from analysts. Out of 15 analysts, only 33.3% recommend a “Buy,” leading to an overall “Hold” consensus. The average target price for JAMF is set at $13, which is almost flat compared to its current price of $13.05, implying a slight downside of -0.4%. While analysts acknowledge JAMF’s operational strengths, their more conservative target prices and lower percentage of buy ratings suggest that the stock might be considered fairly valued at its current levels, or that much of its future growth potential has already been priced into the stock. Therefore, based purely on analyst sentiment and the implied potential for capital appreciation, ALIT is the stock that analysts are more bullish on, indicating a perceived greater opportunity for significant returns.

Should I buy ALIT or JAMF stock in 2026?

When considering “should I buy ALIT or JAMF stock in 2026,” investors must align their decision with their individual investment objectives and risk tolerance, as both companies present a complex profile. For growth-oriented investors, Jamf Holding Corp. (JAMF) offers a more compelling narrative. With a positive revenue growth of +11.9% and significantly less severe negative net and EBITDA margins compared to ALIT, JAMF demonstrates stronger operational momentum and a clearer, albeit still challenging, trajectory towards sustainable profitability. While its stock is largely considered fairly valued by analysts, its underlying business expansion in the enterprise device management sector suggests potential for future appreciation linked to continued market penetration.

For value investors, Alight, Inc. (ALIT) presents a very different, yet intriguing, case despite its profound operational challenges. Its Price-to-Book (P/B) ratio of 0.42x suggests the company is trading significantly below its book value, a key metric for those seeking deeply undervalued assets. Furthermore, ALIT boasts an exceptionally high Free Cash Flow (FCF) yield of 59.68% and a less negative P/E ratio of -0.14x, which could indicate efficient capital management or potential for a turnaround that is not yet reflected in its net income. However, the deeply negative Discounted Cash Flow (DCF) valuation of -1639.7% and substantial net and EBITDA losses necessitate extremely careful scrutiny of its long-term viability and recovery plan, making it a higher-risk value play.

For investors prioritizing income, ALIT is the only option, albeit with a modest dividend yield. Alight, Inc. provides a 0.19% dividend yield, whereas Jamf Holding Corp. does not pay any dividends (0%). Therefore, for those seeking any level of regular income from their stock holdings, ALIT would be the choice, though its dividend yield is minimal and should be considered in the context of its overall financial health. Ultimately, the decision of whether to buy ALIT or JAMF depends heavily on an investor’s specific focus on growth, value, or income, understanding that both stocks carry notable risks due to their current unprofitability. This is not investment advice; always conduct your own thorough research.

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FAQ: ALIT vs JAMF