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Added to YB: 2026-01-29

Pitch date: 2026-01-27

RWA.L [neutral]

Robert Walters plc

-1.98%

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 83.5M

Pitch Price

GBP 1.26

Price Target

2.00 (+61%)

Dividend

N/A

EV/EBITDA

6.00

P/E

-5.64

EV/Sales

0.15

Sector

Professional Services

Category

turnaround

Show full summary:
2025 Year In Review : 16% return, but 4 year streak broken - Robert Walters plc

RWA.L (holding update): Recruitment co down 50% amid market slump, but mgmt cutting costs ruthlessly while maintaining fee earner efficiency. Two segments now showing +25% & +29% YoY growth - early recovery signs. Hiring freezes suggest stabilization. £25m cash for market share gains. 200p target (50% upside) on 20p EPS at 10x PE.

Read full article (2 min)