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Advantage Solutions has national retail execution scale and positive adjusted EBITDA, but the equity case is hostage to Branded Services pressure, cash conversion, refinancing costs, and 4.2x net leverage.
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ADP's payroll and HCM machine still looks durable, but the more interesting read-through is the mix of recurring workflow revenue, client-funds interest, and a PEO segment that can quietly dilute margin quality.
OpenArcosa just became a cleaner infrastructure bet: fewer barges, more aggregates, and a bigger utility-structure backlog. The question is whether the simpler company can turn those tailwinds into cash instead of another capital cycle.
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