Added to YB: 2025-07-10
Pitch date: 2025-07-06
RWA.L [neutral]
Robert Walters plc
-24%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
Robert Walters plc, together with its subsidiaries, provides professional recruitment consultancy services worldwide.
Market Cap
GBP 113.5M
Pitch Price
GBP 1.75
Price Target
N/A
Dividend
13.62%
EV/EBITDA
4.73
P/E
-18.90
EV/Sales
0.15
Sector
Professional Services
Category
value
June 2025: Portfolio Commentary - Robert Walters plc
RWA.L (holding update): Trading at 180p (6x P/E on 30p conservative EPS), down from 290p/218p entry points. Contrarian view: AI benefits recruiters with data advantage, not HR depts. Revenue recovery of 10% + 4% margins achievable. Cash-rich balance sheet, operationally nimble. But continual share price decline concerning.
Read full article (2 min)