Kelly Services, Inc.
$11.36
-1.6%Kelly Services, Inc., together with its subsidiaries, provides workforce solutions to various industries. The company operates through five segments: Professional & Industrial; Science, Engineering & Technology; Education; Outsourcing & Consulting; and International. The Professional & Industrial segment delivers staffing, outcome-based, and direct-hire services in the areas of office, professional, light industrial, and contact center specialties. The Science, Engineering & Technology segment offers staffing, outcome-based, and direct-hire services in the areas of science and clinical research, engineering, information technology, and telecommunications specialties. The Education segment provides staffing and executive search services to early childhood, and higher education markets. The Outsourcing & Consulting segment offers recruitment process outsourcing (RPO), payroll process outsourcing, and talent advisory services, as well as managed services. The International segment provides staffing, RPO, and direct-hire services in Europe and Mexico. The company serves customers in the United States, Canada, Mexico, Puerto Rico, France, Switzerland, Portugal, Russia, the United Kingdom, Italy, Germany, Ireland, rest of Europe, and the Asia-Pacific region. Kelly Services, Inc. was founded in 1946 and is headquartered in Troy, Michigan.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -1.6).
Valuation inputs: P/E -1.6, earnings yield N/A, momentum -1.6%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -26.0%, ROIC -4.8%).
Profitability stack: net margin -6.0%, ROE -26.0%, ROIC -4.8%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +56.6%, momentum -1.6%, net margin -6.0%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Kelly Services, Inc. Market vs Earnings Trajectory
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Kelly Services, Inc. Fair Value Envelope
Kelly Services, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Kelly Services, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Kelly Services, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Strong liquidity. The company has adequate resources to meet short-term liabilities.
Debt-to-Equity Ratio
Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Balanced asset mix between current and non-current assets, typical of many stable businesses.
Kelly Services, Inc. Street Expectations Map
Wall Street analysts project that KELYA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 15.00 to a high of 15.00.
The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 15.00 to a high of 15.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Kelly Services, Inc. Insider Positioning
During the last 12 months, insiders have purchased $4.83M and sold $107.33M worth of KELYA shares, resulting in $102.50M of net selling activity.
3 Months
10.0K
87.56K
30.0K
293.30K
-206K
-$206K
3-6 Months
25.1K
238.29K
3.0M
106.00M
-105.8M
-$105.76M
6-9 Months
290.3K
4.00M
60.6K
782.87K
+3.2M
+$3.22M
9-12 Months
35.6K
500.00K
17.6K
252.56K
+247K
+$247K
Top Buyers
Layden Christopher D.
Officer: President, And Ceo
$4.09M
Browning Tammy L
Officer: Senior Vice President
$500K
Hunt James Christopher
Director
$237K
Brock-Kyle Angela
Director
$1K
Top Sellers
Terence E. Adderley Revocable Trust K
10 Percent Owner
$106.00M
Soares Nicola M
Officer: Senior Vice President
$368K
Malan Daniel H
Officer: Senior Vice President
$353K
Anderson Troy R
Officer: Executive Vice President, Cfo
$314K
Williams Vanessa Peterson
Officer: Evp, Gen Counsel & Corp Sec
$293K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $102.50M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 4 buyers. More insiders selling than buying suggests cautious or negative sentiment.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
kelya Dividend History
Learning Layer
Related Guides
Build conviction on KELYA by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.