Added to YB: 2025-06-11
Pitch date: 2025-06-09
RHI [bearish]
Robert Half Inc.
+35.66%
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
$2.5B
Pitch Price
$41.32
Price Target
30.00 (+13%)
Dividend
9.48%
EV/EBITDA
12.14
P/E
19.21
EV/Sales
0.47
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)