Alithya Group Inc. ALYAF

Competitive advantage analysis · technology

Software & SaaS Specialized
Overall moat score
44/100
Developing

About Alithya Group Inc.

Alithya Group Inc. provides information technology services and solutions through digital technologies in Canada, the United States, and internationally. The company offers strategic consulting, enterprise transformation, and business enablement services. It also provides advisory services for digital strategy, organization performance, cybersecurity, enterprise architecture, and change and program management. In addition, the company offers enterprise resource planning, supply chain management, enterprise … Full ALYAF analysis →

Competitive advantage assessment

Key strengths

  • FCF Margin Is Improving FCF trend is favorable (score 0.85), indicating improving cash scalability.

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.34), suggesting demand may be less recurring than peers.
  • Weak Product Reinvestment R&D commitment lags peers (score 0.34), weakening the innovation moat.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
47

Where ALYAF ranks in Information Technology Services

Alithya Group Inc. ranks #50 of 78 scored companies in Information Technology Services by moat score — the top 64%. The widest moat in the group is Mastercard Incorporated (MA) at 84/100.

Moat scores for companies ranked near ALYAF in Information Technology Services
# Company Moat score Rating
46 Castellum, Inc. CTM 46/100 Developing
47 Unisys Corporation New UIS 46/100 Developing
48 Xerox Holdings Corporation XRX 45/100 Developing
49 DXC Technology Company DXC 45/100 Developing
50 Alithya Group Inc. ALYAF 44/100 Developing
51 WidePoint Corporation WYY 44/100 Developing
52 CSP Inc. CSPI 44/100 Developing
53 VNET Group, Inc. VNET 44/100 Developing
54 Clarivate Plc CLVT 43/100 Developing

See every Software & SaaS company ranked by moat score →

How ALYAF scores on the Software & SaaS Specialized defenses

Pricing Power

Score 47 · 20% of the moat score

In software, pricing power is visible in gross margin: a vendor that has to discount in order to renew gives it up first.

Recurring Revenue Stickiness

Score 30 · 18% of the moat score

Recurring revenue is the model's central claim, and it is a moat only when customers renew and expand without being re-sold each year.

Innovation Engine

Score 36 · 16% of the moat score

Software is competed away rather than depreciated, so a vendor that stops investing loses its category.

Cash Scalability

Score 71 · 18% of the moat score

The test of a software business is whether growth eventually stops consuming cash.

Capital Efficiency

Score 36 · 16% of the moat score

A software platform employs very little capital, so a genuine franchise should produce high returns on it without leverage.

Balance Sheet Resilience

Score 37 · 12% of the moat score

Software companies fund years of customer acquisition before those customers pay back, which makes access to capital a strategic variable rather than a treasury detail.

How each Software & SaaS Specialized defense is measured, in full →

Understanding ALYAF's moat

What is Alithya Group Inc.'s moat score?

Alithya Group Inc. (ALYAF) scores 44 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #50 of 78 scored companies in Information Technology Services, the top 64%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 77 companies in Information Technology Services. Its strongest defense is Cash Scalability (71/100) and its weakest is Recurring Revenue Stickiness (30/100).

How does Alithya Group Inc. compare with other Information Technology Services companies?

Alithya Group Inc. ranks #50 of 78 scored companies in Information Technology Services by moat score. The widest moat in Information Technology Services is Mastercard Incorporated (MA) at 84/100. The companies ranked closest are DXC Technology Company (DXC) at 45 just above it and WidePoint Corporation (WYY) at 44 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Software & SaaS Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 77 companies in Information Technology Services. The defenses are then weighted to produce the overall score out of 100.

Why is Alithya Group Inc. scored with the Software & SaaS Specialized template?

Software costs almost nothing to reproduce, so the entire economic question is whether customers keep paying. Revenue is a subscription rather than a sale, the cost of winning a customer is paid years before that customer becomes profitable, and margins arrive only if renewals hold. The Software & SaaS template scores retention, reinvestment, and the point at which growth turns into cash.

Which competitive defenses are measured for Alithya Group Inc.?

The Software & SaaS Specialized template measures 6 defenses, and ALYAF scores: Pricing Power (47), Recurring Revenue Stickiness (30), Innovation Engine (36), Cash Scalability (71), Capital Efficiency (36), Balance Sheet Resilience (37). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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