Added to YB: 2025-06-11
Pitch date: 2025-06-09
RHI [bearish]
Robert Half Inc.
+36.16%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Robert Half Inc. provides talent solutions and business consulting services in the United States and internationally.
Market Cap
$2.7B
Pitch Price
$43.33
Price Target
30.00 (+8%)
Dividend
8.85%
EV/EBITDA
10.14
P/E
17.31
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)