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Held by 109 of 2,417 reporting institutions (90th percentile) — extremely crowded.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
What the company returns to shareholders — and whether it's covered by cash.
The dividend takes 89% of free cash flow — sustainable but with limited headroom. Last year: $238.2M dividends + $92.1M buybacks = $330.3M returned on $266.8M FCF.
9 consecutive years of dividend increases · 11%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 10%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2023, FY2024, FY2025). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $42.80 today, the market must believe free cash flow compounds -3.4%/yr for a decade (off $404.0M on the 3-yr avg basis).
The market's -3.4% is in line with its 9-yr track record.
Default is 9.4% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.10B shares (market data) · net debt -$464.4M
mean -0.8% · volatility σ 22% · implied rate exceeded in 5/9 yrs
Central path = implied -3.4%/yr growth; shaded band = ±1σ (22%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $276.6M covers all $657K of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2018-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Ranked against 39 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TENB | $5.7B | — | 168.2× | 5.7× | 11.0% | 78.1% | -3.6% | -11.1% | -11.1% | -5.7× | 70 |
| ACIW | $5.6B | 25.8× | 14.6× | 3.2× | 10.4% | 49.0% | 12.9% | 14.9% | 9.7% | 1.5× | 81 |
| VRNS | $5.6B | — | — | 9.0× | 13.2% | 78.8% | -20.7% | -21.6% | -21.6% | — | 54 |
| PEGA | $5.6B | 16.0× | 19.4× | 3.2× | 16.6% | 75.9% | 22.5% | 50.0% | 50.0% | -0.8× | 81 |
| MBLY | $5.4B | — | — | 2.9× | 14.5% | 47.7% | -20.7% | -3.3% | -3.3% | — | 59 |
| WAY | $5.4B | 46.3× | 17.5× | 4.9× | 16.5% | — | 10.2% | 2.9% | 2.1% | 3.6× | 69 |
| BB | $5.4B | 102.1× | 80.4× | 9.8× | 2.7% | 76.2% | 9.7% | 7.1% | 5.6% | -1.2× | 52 |
| AMTM | $5.4B | 81.7× | 17.1× | 0.4× | 71.6% | 10.5% | 0.5% | 1.5% | 0.8% | 6.7× | 101 |
| BILI | $5.3B | 33.0× | 21.6× | 1.2× | 18.1% | 36.6% | 3.9% | 7.7% | 4.7% | -1.6× | 27 |
| RELY | $5.2B | 79.5× | 47.1× | 3.2× | 29.4% | — | 4.2% | 7.8% | 6.6% | -3.8× | 71 |
| PSN | $5.2B | 22.4× | 13.0× | 0.8× | -5.7% | 22.5% | 3.8% | 9.1% | 6.2% | 1.7× | 57 |
| BRZE | $5.2B | — | — | 7.0× | 24.4% | 67.1% | -17.8% | -21.0% | -21.0% | — | 41 |
| EQPT | $4.6B | — | 11.4× | 1.1× | 16.3% | 28.3% | 0.9% | 7.6% | 1.1% | 4.5× | 15 |
| CCC | $4.5B | — | — | 4.3× | 11.9% | 73.5% | 0.2% | 0.1% | 0.1% | — | 71 |
| SEZL | $4.5B | 36.0× | 25.0× | 10.0× | 66.1% | — | 29.6% | 78.4% | 78.4% | -0.4× | 53 |
| RHI | $4.4B | 32.2× | 31.0× | 0.8× | -7.2% | 37.2% | 2.5% | 10.4% | 10.4% | -3.7× | 109 |
| KFY | $4.2B | 14.5× | 7.5× | 1.4× | 6.4% | — | 9.4% | 14.1% | 11.7% | -1.5× | 77 |
| BILL | $4.2B | — | — | 2.5× | 13.0% | 80.9% | -0.7% | -0.3% | -0.2% | — | 71 |
| FSLY | $4.1B | — | — | 6.5× | 14.8% | 57.1% | -19.5% | -13.1% | -9.4% | — | 48 |
| QTWO | $4.1B | 81.6× | 39.7× | 5.1× | 14.1% | 54.1% | 6.5% | 7.9% | 7.9% | -3.9× | 74 |
| PAY | $4.1B | 62.0× | 32.1× | 3.4× | 37.3% | 24.8% | 5.6% | 11.9% | 11.9% | -2.8× | 29 |
| MNDY | $4.0B | 42.3× | — | 3.3× | 26.7% | 89.2% | 9.6% | 9.5% | 9.5% | — | 37 |
| JOYY | $4.0B | 41.0× | 42.3× | 1.9× | -5.1% | 35.9% | 98.8% | 32.1% | 32.0% | -4.3× | 23 |
| FRSH | $3.9B | 23.8× | 85.7× | 4.7× | 16.4% | 85.0% | 21.9% | 17.8% | 17.8% | -14.6× | 53 |
| LIF | $3.7B | 25.7× | 99.9× | 7.6× | 31.8% | 77.8% | 30.8% | 27.5% | 27.5% | -15.4× | 38 |
Peers = companies sharing RHI's sector (Services-Help Supply Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-10-29
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it. This year they exceeded net income, so the ribbons are capped at earnings and understate what was actually returned.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.38B 100.0% | $5.80B 100.0% | $6.39B 100.0% | $7.24B 100.0% | $6.46B 100.0% | $5.11B 100.0% | $6.07B 100.0% | $5.80B 100.0% | $5.27B 100.0% | $5.25B 100.0% |
| Cost of Revenue | $3.38B 62.8% | $3.55B 61.2% | $3.82B 59.7% | $4.14B 57.3% | $3.77B 58.3% | $3.10B 60.6% | $3.55B 58.4% | $3.39B 58.4% | $3.10B 58.9% | $3.09B 58.8% |
| Cost of Services | — | — | — | — | — | — | — | — | $3.10B 58.9% | $3.09B 58.8% |
| Gross Profit | $2.00B 37.2% | $2.25B 38.8% | $2.58B 40.3% | $3.09B 42.7% | $2.70B 41.7% | $2.01B 39.4% | $2.53B 41.6% | $2.41B 41.6% | $2.16B 41.1% | $2.16B 41.2% |
| Selling, General & Admin | $1.93B 35.8% | $2.01B 34.6% | $2.11B 33.0% | $2.12B 29.3% | $1.95B 30.2% | $1.67B 32.6% | $1.96B 32.2% | $1.81B 31.2% | $1.65B 31.3% | $1.61B 30.6% |
| Operating Income | $76.5M 1.4% | $241.5M 4.2% | $464.6M 7.3% | $890.6M 12.3% | $805.8M 12.5% | $421.8M 8.3% | $621.8M 10.2% | $588.9M 10.2% | $517.3M 9.8% | $554.5M 10.6% |
| Pretax Income | $194.4M 3.6% | $357.7M 6.2% | $576.6M 9.0% | $897.0M 12.4% | $803.8M 12.4% | $421.9M 8.3% | $625.5M 10.3% | $591.6M 10.2% | $517.5M 9.8% | $554.1M 10.6% |
| Income Tax Expense | $61.4M 1.1% | $106.1M 1.8% | $165.4M 2.6% | $239.0M 3.3% | $205.2M 3.2% | $115.6M 2.3% | $171.1M 2.8% | $157.3M 2.7% | $226.9M 4.3% | $210.7M 4.0% |
| Net Income | $133.0M 2.5% | $251.6M 4.3% | $411.1M 6.4% | $657.9M 9.1% | $598.6M 9.3% | $306.3M 6.0% | $454.4M 7.5% | $434.3M 7.5% | $290.6M 5.5% | $343.4M 6.5% |
| Per Share | ||||||||||
| EPS (Basic) | $1.33 | $2.45 | $3.90 | $6.08 | $5.42 | $2.72 | $3.93 | $3.60 | $2.34 | $2.68 |
| EPS (Diluted) | $1.33 | $2.44 | $3.88 | $6.03 | $5.36 | $2.70 | $3.90 | $3.57 | $2.33 | $2.67 |
| Weighted Avg Shares (Basic) | 100.1M | 102.7M | 105.5M | 108.2M | 110.5M | 112.7M | 115.7M | 120.5M | 124.2M | 128.0M |
| Weighted Avg Shares (Diluted) | 100.3M | 103.0M | 106.1M | 109.2M | 111.7M | 113.3M | 116.4M | 121.6M | 124.9M | 128.8M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-10-29
Where each multiple sits in its own 14-yr range · 55th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 10% against ROIC 10% — 0% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 9.5× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 58.4 | 58.4 | 60.6 | 58.3 | 57.3 | 59.7 | 61.2 | 62.8 |
| Gross Profit | 41.6 | 41.6 | 39.4 | 41.7 | 42.7 | 40.3 | 38.8 | 37.2 |
| SG&A | 31.2 | 32.2 | 32.6 | 30.2 | 29.3 | 33.0 | 34.6 | 35.8 |
| Operating Income | 10.2 | 10.2 | 8.3 | 12.5 | 12.3 | 7.3 | 4.2 | 1.4 |
| Income Tax | 2.7 | 2.8 | 2.3 | 3.2 | 3.3 | 2.6 | 1.8 | 1.1 |
| Net Income | 7.5 | 7.5 | 6.0 | 9.3 | 9.1 | 6.4 | 4.3 | 2.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on RHI: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns -5.1pts against its cost of capital — capital is being consumed, not created.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2019 | 34.3% | 9.4% (today's — no rate published for this year) | 24.9pts |
| FY2020 | 28.5% | 9.4% (today's — no rate published for this year) | 19.1pts |
| FY2021 | 48.8% | 9.4% (today's — no rate published for this year) | 39.4pts |
| FY2022 | 48.3% | 9.4% (today's — no rate published for this year) | 38.9pts |
| FY2023 | 26.5% | 9.4% (today's — no rate published for this year) | 17.1pts |
| FY2024 | 14.2% | 9.4% (today's — no rate published for this year) | 4.8pts |
| FY2025 | 4.6% | 9.4% (today's — no rate published for this year) | -4.8pts |
| Now | 10.4% | 9.4% | 1.0pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2016 | 41.2% | 10.6% | 6.5% |
| FY2017 | 41.1% | 9.8% | 5.5% |
| FY2018 | 41.6% | 10.2% | 7.5% |
| FY2019 | 41.6% | 10.2% | 7.5% |
| FY2020 | 39.4% | 8.3% | 6.0% |
| FY2021 | 41.7% | 12.5% | 9.3% |
| FY2022 | 42.7% | 12.3% | 9.1% |
| FY2023 | 40.3% | 7.3% | 6.4% |
| FY2024 | 38.8% | 4.2% | 4.3% |
| FY2025 | 37.2% | 1.4% | 2.5% |
Return on equity (10%) and return on invested capital (10%) are within a couple of points in FY2025, so the headline return is the operating return — there is no meaningful leverage effect to strip out.
$251M of goodwill — 20% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer.
Margins have compressed 4 years running even as the spread stayed positive.
Converts 1.35x of reported profit into free cash flow over 5 years, with accruals negative.
No material counter-signal in the checked set: FCF / net income over 3 and 5 years, Sloan accruals, SBC as a share of revenue, SBC as a share of operating cash flow, SBC-adjusted free cash flow, free cash flow per diluted share, buybacks against SBC issued, capex vs depreciation, free cash flow against revenue, share count since the first year on file, cash conversion cycle (DSO, DIO, DPO), receivables growth against revenue growth.
Missing from our data, so excluded from this answer: share_based_compensation.
Debt is present but there is no positive EBITDA or no reported interest expense, so coverage cannot be measured.
This schedule comes from a filing dated 2018-12-31, 2860 days old. Maturities are shown relative to that date, not to today.
Ladder as of 2018-12-31 (10-K); cash from the 2018-12-31 balance sheet; FCF from FY2018.
Balance sheet at 2018-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
No material counter-signal in the checked set: net debt / EBITDA, interest coverage, stressed coverage, maturity schedule vs cash and one year of FCF, liquidity ratios.
Missing from our data, so excluded from this answer: interest_expense.
At $42.80, free cash flow must compound -2.53%/yr for 10 years. It has done -8.68%/yr over 6 years, though across a reporting-basis change.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2020 | 22.4% | −2.5% |
| FY2021 | 0.6% | −2.5% |
| FY2022 | 9.9% | −2.5% |
| FY2023 | −5.1% | −2.5% |
| FY2024 | −40.1% | −2.5% |
| FY2025 | −24.7% | −2.5% |
The percentile ranks the FISCAL-YEAR point, because the distribution behind each strip is built from fiscal-year closes — ranking a TTM figure inside it would compare two different bases. TTM basis: TTM.
The achieved growth rate spans a reporting-basis change in FY2023, so part of it measures the restatement rather than the business.
| Step | Amount | Running total |
|---|---|---|
| Net income | $133M | $133M |
| Share-based comp | not reported | not reported |
| Other non-cash & working capital | $187M | $320M |
| Operating cash flow | $320M | $320M |
| Capex | −$53M | $267M |
| Free cash flow | $267M | $267M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2020 | -15.9% | -14.3% | 1.6 points |
| FY2021 | 26.5% | 37.9% | 11.4 points |
| FY2022 | 12.0% | 3.4% | -8.6 points |
| FY2023 | -11.7% | -15.5% | -3.8 points |
| FY2024 | -9.3% | -10.3% | -1.0 points |
| FY2025 | -7.2% | -3.1% | 4.1 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2019 | 50 days | not reported | 12.7 days | 37.3 days |
| FY2020 | 51 days | not reported | 15.4 days | 35.6 days |
| FY2021 | 55.6 days | not reported | 17.8 days | 37.8 days |
| FY2022 | 51.3 days | not reported | 14.8 days | 36.5 days |
| FY2023 | 49.2 days | not reported | 15 days | 34.2 days |
| FY2024 | 48.6 days | not reported | 17.2 days | 31.5 days |
| FY2025 | 50.8 days | not reported | 17.2 days | 33.6 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2019 | -2.8 percent |
| FY2020 | -11.3 percent |
| FY2021 | -0.1 percent |
| FY2022 | -0.9 percent |
| FY2023 | -7.5 percent |
| FY2024 | -5.6 percent |
| FY2025 | -6.5 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-13 | Wilking Marnie Huss Director | Grant | 10,803 | — | — |
| 2026-05-13 | Barsten Jana Director | Grant | 10,803 | — | — |
| 2026-05-13 | Coronado Julia Lynn Director | Grant | 10,803 | — | — |
| 2026-05-13 | Morial Marc Director | Grant | 10,803 | — | — |
| 2026-05-13 | Pace Robert J Director | Grant | 10,803 | — | — |
| 2026-05-13 | Richman Frederick A Director | Grant | 10,803 | — | — |
| 2026-03-23 | 3 co-filers Chief Executive Officer | Grant | 2,554 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers President and CEO, Protiviti | Grant | 724 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Executive Vice President & CFO | Grant | 845 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Executive Vice President | Grant | 450 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Pres & CEO Talent Solutions | Grant | 2,164 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Chairman | Grant | 649 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Chairman | Grant | 44,319 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Pres & CEO Talent Solutions | Grant | 149,073 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Executive Vice President | Grant | 20,145 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Chief Executive Officer | Grant | 177,276 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers President and CEO, Protiviti | Grant | 80,580 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Executive Vice President & CFO | Grant | 56,406 | $0.00 | $0 |
| 2026-03-23 | 3 co-filers Executive Vice President & CFO | Tax withholding | 10,549 | $24.82 | $262k |
| 2026-03-23 | 3 co-filers Chief Executive Officer | Tax withholding | 33,120 | $24.82 | $822k |
| 2026-03-23 | 3 co-filers Executive Vice President | Tax withholding | 6,114 | $24.82 | $152k |
| 2026-03-23 | 3 co-filers Chairman | Tax withholding | 5,896 | $24.82 | $146k |
| 2026-03-23 | 3 co-filers Pres & CEO Talent Solutions | Tax withholding | 27,910 | $24.82 | $693k |
| 2026-03-23 | 3 co-filers President and CEO, Protiviti | Tax withholding | 9,077 | $24.82 | $225k |
| 2026-02-28 | Tarantino Joseph A President and CEO, Protiviti | Tax withholding | 2,796 | $24.42 | $68k |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.