Added to YB: 2025-06-11
Pitch date: 2025-06-09
RHI [bearish]
Robert Half Inc.
-6.18%
current return
Author Info
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Company Info
Robert Half Inc. provides talent solutions and business consulting services in the United States and internationally.
Market Cap
$4.4B
Pitch Price
$41.32
Price Target
30.00 (-31%)
Dividend
5.39%
EV/EBITDA
31.16
P/E
38.04
EV/Sales
0.82
Sector
Professional Services
Category
N/A
Show full summary:
Robert Half Faces Structural Headwinds from AI
RHI short: Constant revenue/EPS revisions downward while management denies AI impact on entry-level white collar jobs despite evidence (IBM cutting HR roles, PwC reducing staff). Consensus expects 2H2025 recovery, but my estimates are lower. Terminal value concerns could drive stock to $20-30/share, ~30% downside from current price.
Read full article (3 min)