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Added to YB: 2026-01-08

Pitch date: 2025-12-31

KELYA [neutral]

Kelly Services, Inc.

+11.8%

current return

Author Info

Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.

Company Info

Kelly Services, Inc., together with its subsidiaries, provides workforce solutions to various industries in the Americas, Europe, Mexico, and the Asia-Pacific region.

Market Cap

$357.5M

Pitch Price

$8.81

Price Target

N/A

Dividend

3.06%

EV/EBITDA

4.15

P/E

-1.35

EV/Sales

0.11

Sector

Professional Services

Category

value

Show full summary:
Palm Valley Capital Management Portfolio Holding: Kelly Services, Inc.

KELYA: Trading at 15-year lows despite highest-ever margins and solid LTM profitability. 4x trailing operating profit, 30% FCF yield, <0.5x tangible book value after guidance miss from DOGE-related federal contractor staffing cuts. Meaningful discount to cash flow valuation.

Read full article (1 min)