CluenexRobert Half RHI
Robert Half scores average on business quality (4.6 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Robert Half does
Robert Half places specialized professional workers and provides consulting services, charging corporate clients hourly and project fees. Revenue depends heavily on the hiring volume of white-collar talent.
- What it does best
Robert Half dominates specialized professional staffing with a gross margin of 36.8%, compared to PAYC at 83.7%. This edge stems from decades of candidate databases and recruiter networks that are tough to replicate quickly.
- The main risk
A steep revenue contraction of 7.2% signals severe cyclical vulnerability. When corporate hiring freezes, billable hours evaporate and operating margins compress rapidly.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits near flat at 0.2% and FCF margin is 4.1%, showing significant earnings compression as revenue drops and scale advantages recede.
Brand recognition across professional services creates light switching costs for corporate employers, though sector metrics show an operating margin rank in the bottom decile at the 2nd percentile.
Revenue shrank to $5.3B from $5.8B last year, continuing a multi-year slide from its 2022 peak as professional placement demand fades significantly.
Zero debt and $464M in cash create a fortress balance sheet. Free cash flow of $215M covers modest capex easily, keeping the position fundamentally rock solid.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on RHI
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Robert Half scores average on the Cluenex quality check (4.6 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 27, 2026, after the close.
See RHI today
- Today's verdict on RHI, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Robert Half (RHI)”, https://cluenex.com/stocks/rhi/, data as of Oct 10, 2026.