Huron Consulting Group Inc Dossier
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SectorIndustrials IndustryConsulting Services Beta (adjusted)0.41 Intrinsic Value $132.57median of 6 methods · middle span $119-$665based on filings through 31 Mar 2026 Market Price $168.42Price as of 1 Oct 2026 OvervaluedIntrinsic value is 21% below the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $2.7B Enterprise Value $3.5B Shares Outstanding 16.9M diluted Moat Rating Wide Next Earnings Date3 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Huron Consulting Group Inc. (HURN) is demonstrating robust operational execution, highlighted by a strong start to fiscal year 2026 with Q1 revenues before reimbursable expenses (RBR) growing 12.1% year-over-year to $443.7 million. The company's core healthcare and commercial segments continue to see resilient demand for complex consulting and managed services. Despite a mixed net income performance in Q1 due to a higher effective tax rate, adjusted EBITDA grew 21.9% to $50.6 million, and adjusted EPS of $1.73 beat consensus estimates. Backed by a record pipeline, strong backlog coverage, and aggressive capital return (repurchasing 6.5% of outstanding shares in Q1 2026 alone), Huron is well-positioned to meet its full-year 2026 guidance. The stock trades at an attractive valuation relative to its historical multiples and peers, presenting a compelling entry point. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$160.00 Mean target$190.75 High · most bullish analyst$215.00 Street targets sit above today's price; our intrinsic value sits below it. Different horizons, different questions. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $160.00 Discretionary consulting spend softens due to macroeconomic headwinds, and client adoption of generative AI tools temporarily disrupts traditional consulting billing models. Margin expansion is pressured by rising labor costs and lower utilization rates, leading to full-year RBR and adjusted EPS landing at the low end of guidance ($1.78 billion and $8.35). Base CaseCentral scenario $190.75 Matches the consensus meanHuron successfully executes its high single-digit organic growth algorithm, supported by steady pipeline conversion and stable utilization rates. EBITDA margins expand by approximately 50 basis points as guided, driven by operational efficiencies. Full-year 2026 RBR lands near the midpoint of guidance at $1.82 billion, with adjusted EPS of approximately $8.75. Bull CaseUpside scenario $215.00 Accelerated adoption of digital and AI-driven consulting solutions drives higher-margin engagements. Healthcare and education segments experience unprecedented demand due to regulatory changes and financial pressures, pushing full-year RBR and adjusted EPS to the high end of guidance ($1.86 billion and $9.15, respectively). Continued aggressive share buybacks further boost EPS growth. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |