Heidrick & Struggles International, Inc.

Heidrick & Struggles International, Inc.

HSIIยทNASDAQ

$59.01

+0.0000%
IndustrialsStaffing & Employment Services

Heidrick & Struggles International, Inc., together with its subsidiaries, provides executive search, consulting, and on-demand talent services to businesses and business leaders worldwide. The company enables its clients to build leadership teams by facilitating the recruitment, management, and development of senior executives. It also offers on-demand services to provide clients with independent talent, including professionals with industry and functional expertise for interim leadership roles and critical project-based initiatives; and consulting services, including leadership assessment and development, team and organization acceleration, digital acceleration and innovation, diversity and inclusion advisory services, and culture shaping services. The company provides its services to Fortune 1000 companies; Major U.S. and non-U.S. companies; middle market and emerging growth companies; private equity firms; governmental, higher education, and not-for-profit organizations; and other private and public entities. Heidrick & Struggles International, Inc. was founded in 1953 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$1.23B
EPS0.4300
P/E Ratio103.02
Earnings Date03/02/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 103.0).

Valuation inputs: P/E 103.0, earnings yield +1.0%, momentum 0.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +1.9%, ROIC +0.3%).

Profitability stack: net margin +0.8%, ROE +1.9%, ROIC +0.3%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +62.1%, momentum 0.0%, net margin +0.8%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Heidrick & Struggles International, Inc. Market vs Earnings Trajectory

HSII ยท NASDAQ

Loading price and EPS data...

Heidrick & Struggles International, Inc.

Heidrick & Struggles International, Inc. Fair Value Envelope

HSII ยท NASDAQ

Our analysis suggests that HSII has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $59.01, this represents a potential HIDDEN relative to our calculated worth for Heidrick & Struggles International, Inc..

Intrinsic Value
Current Price: $59.01
3Y-88.0%
5Y-82.0%
10Y-54.0%
3Y+11.0%
5Y+54.0%
10Y+103.0%
3Y-88.0%
5Y-81.0%
10Y-49.0%
3Y-45.0%
5Y+91.0%
10Y+161.0%
3Y-53.0%
5Y+65.0%
10Y+202.0%
3Y+8.0%
5Y+41.0%
10Y+109.0%
Heidrick & Struggles International, Inc.

Heidrick & Struggles International, Inc. Profit Bridge

HSII ยท NASDAQ
Revenue1.12B
Cost of Goods Sold (834.58M)
Gross Profit281.10M
Operating Expenses (273.57M)
Operating Income7.53M
Interest Expense (0.00)
Other Income/Expense23.12M
Pretax Income30.65M
Income Tax (21.92M)
Net Income8.73M
Net Income
8.73M

Profitability Analysis

Gross Margin

25.2%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

0.7%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

0.8%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

71.5%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

25.20%
Gross Profit Margin
3Y+9.0%
5Y-18.0%
10Y-23.0%
0.67%
Operating Profit Margin
-91%
3Y-93.0%
5Y-92.0%
10Y-89.0%
0.78%
Net Profit Margin
-85%
3Y-89.0%
5Y-88.0%
10Y-75.0%
1.93%
Return on Equity
-84%
3Y-91.0%
5Y-87.0%
10Y-71.0%
0.73%
Return on Assets
-85%
3Y-89.0%
5Y-87.0%
10Y-76.0%
0.29%
Return on Invested Capital
-95%
3Y-97.0%
5Y-96.0%
10Y-95.0%
HSII

Heidrick & Struggles International, Inc. Cash Conversion Engine

HSII ยท NASDAQ
Net Income8.73M
Depreciation & Amortization18.86M
Stock-Based Compensation12.72M
Change in Working Capital70.35M
Others59.20M
Capital Expenditures-26.32M
Free Cash Flow124.12M

Cash Flow Quality Analysis

FCF Conversion Rate

1422.0%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

17.5%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+408.6%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$70.35M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

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Heidrick & Struggles International, Inc. Funding & Solvency Profile

HSII ยท NASDAQ
Cash & Cash Equivalents454.64M
Net Receivables248.17M
Inventory0.00
Other Current Assets15.83M
Total Current Assets824 M
Property, Plant & Equipment134.70M
Goodwill & Intangible Assets151.41M
Long-Term Investments11.00M
Other Non-Current Assets143.51M
Total Non-Current Assets289 M
Total Assets
1.26B

Financial Health Analysis

Current Ratio

1.53x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.48x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

285 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

65% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

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Heidrick & Struggles International, Inc. Street Expectations Map

HSII ยท NASDAQ

Wall Street analysts project that HSII stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 59.00, with estimates ranging from a low of 59.00 to a high of 59.00.

Lowest Target
59.00
-0.02%
Consensus Target
59.00
-0.02%
Highest Target
59.00
-0.02%

The consensus 1-year price target stands at 59.00, with estimates ranging from a low of 59.00 to a high of 59.00.

Analyst Consensus Analysis

Upside Potential

-0.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Heidrick & Struggles International, Inc. Insider Positioning

HSII ยท NASDAQ

During the last 12 months, insiders have sold $170K worth of HSII shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

3.9K

170.20K

Net Activity

-170K

-$170K

Top Buyers

No buying activity

Top Sellers

1
MTJI

Murray Thomas J Iii

Officer: President

3.0K sharesโ€ข1 transactions

$129K

2
HT

Heaton Tracey

Officer: Chief Legal Officer & Corp Sec

956 sharesโ€ข1 transactions

$41K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $170K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.32%
Dividend Yield
-8%
3Y-48.0%
5Y-60.0%
10Y-37.0%
ย 

hsii Dividend History

HSII
10Y CAGR +1%
Latest $0.15
Annual $0.6
5 year growth trend
Last Period: +0%