Robert Half Inc. (RHI): Taurus’s case theory

We encountered a Saudi thesis On Robert Half Inc. On StecTack’s Stemers. In this article, we will summarize the bull thesis on the RHI. Robert Havo’s share was traded at $ 37.94 as of August 22nd^{The second abbreviation}. Rhi’s Thering and Forward P/E 21.68 and 23.09, respectively, according to Yahoo Finance.

Since the beginning of 2024, Robert Half International has emerged as a convincing investment idea due to a group of strong basics, poor pricing, and objective financial leverage. The company, a 75 -year -old employee and consultant company, operates through three initial sectors: contracting solutions (56 % of revenues), permanent position (8 %), and prototypes commercial consultations (35 %). Its strategy focuses on high skills and consultations, especially in financing and accounting, which is less sensitive to economic courses.

While the majority of its operations are based in the United States, Rhi maintains the presence of 32 countries, which gives it a large market imprint. Nevertheless, the stock fell more than 70 % of its highest level in 2022, which led to a possible chance. RHI features exceptional capital efficiency, with historical ROIC and ROCE about 39-40 %, with support from a strong public budget with zero debt and $ 380 million in cash. It restores capital to shareholders by distributing 6.4 % profits and re -purchasing shares, providing a 9 % closer return while waiting for revenues and recovering free cash flow.

The company’s contracts from employment data provide mainly for identical tools that depend on artificial intelligence, which probably enhance efficiency and margins. The main risks include economic shrinkage, management incentives, implementing artificial intelligence and competition in a fragmented industry. Assuming the growth of modest revenues by 6 % annually after a 3 % decrease in the short term, while maintaining a 8 % free cash flow margin, and accounting for shares, RHI can achieve 8.74 billion dollars in the maximum market by 2028, which implicitly means the share price near 95 dollars-more than 2x the current price. With strong capital returns, flexible business model, and upscale evaluation model, Robert Half offers a very attractive scenario for risks/bonus.

Previously, we covered a Saudi thesis On Kelly Services, Inc. (Kellya) according to the unemployed value of the value, the value does not lie in April 2025, which highlighted the company’s transformation, focus on employing the high -end contract, and growth in the sciences, engineering and education sectors. The stock has estimated about 10.24 % since our coverage. Deepvalue Capital shares a similar perspective, but confirms Robert Half’s high returns on capital, global fingerprint, and efficiency gains that depend on artificial intelligence, providing a different approach to creating value in the recruitment industry.