Huron Consulting Group Inc. (HURN)
Valuation Overview•Is Huron Consulting Group Inc. Overvalued or Undervalued?
Trading at a discount across both intrinsic cash flow and relative peer multiples, indicating a strong margin of safety.
Moderate quality score of 50/100, reflecting stable operating margins and manageable leverage.
Analysts remain bullish, forecasting further upside expansion with consensus targets suggesting solid gains.
Verdict: Average quality business weighed down by significant solvency concerns.
Wall Street is highly bullish, projecting significant upside alongside robust expected earnings growth. This outlook is strongly supported by highly attractive capital returns, driven predominantly by aggressive share repurchases.
Returns capital exclusively via buybacks — no active dividend
HURN demonstrates adequate business quality with stable profitability. This is paired with a moderately leveraged but stable balance sheet.
The company demonstrates solid revenue growth (14.5% 3Y CAGR) paired with robust earnings compounding (17.1% EPS 3Y CAGR). Operating efficiency remains adequate with margins around 11.3%.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $451.8M | +14.3% | +14.5% | +15.0% | +9.3% | |
| EBITDA | $46.3M | — | +24.1% | — | — | |
| Net Income | $23.2M | -9.9% | +11.6% | — | +5.9% | |
| EPS (Diluted) | $1.34 | -6.9% | +17.1% | — | +8.4% | |
| Free Cash Flow | -$167.8M | -5.0% | +44.1% | +8.7% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 23.3% | 30.9% | 30.6% | 32.9% |
| Operating Margin | 11.3% | 10.8% | 9.4% | 3.9% |
| Net Margin | 6.0% | 6.2% | 6.4% | 1.8% |
| FCF Margin | 7.1% | 10.4% | 7.3% | 10.0% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $1.58 | $1.73 | +9.5% | ||
| Q1'26 | $1.94 | $2.17 | +11.9% | ||
| Q4'25 | $1.88 | $2.10 | +11.7% | ||
| Q3'25 | $1.79 | $1.89 | +5.6% | ||
| Q2'25 | $1.16 | $1.68 | +44.8% | ||
| Q1'25 | $1.52 | $1.90 | +25.0% | ||
| Q4'24 | $1.57 | $1.68 | +7.0% | ||
| Q3'24 | $1.48 | $1.68 | +13.5% |
Total return is -31.9% (1Y), lagging the benchmark by -56.9%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | -47.1% | -56.4% | — |
| 1Y | -31.9% | -56.9% | — |
| 3YCAGR | +2.8% | -11.2% | — |
| 5YCAGR | +13.0% | +3.4% | — |
| 10YCAGR | +4.0% | -7.9% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Huron Consulting Group Inc. (HURN) valuation, health, and returns.
Huron Consulting Group Inc. is estimated to be undervalued under our discounted cash flow framework. relative multiples indicate the stock is Cheap versus peers compared to industry peers. undervalued (implying +50.5% upside to DCF intrinsic value of $136.32)
Huron Consulting Group Inc. has multiple valuation anchors: DCF Intrinsic Value: $136.32 | Peer Relative Fair Value: $122.01 | Wall Street Analyst Target: $157.50 (implying +73.9% upside). A convergence of these signals offers higher conviction.
Huron Consulting Group Inc. displays fair financial health with a composite quality score of 50/100, supported by a Altman Z-Score of 2.6 (grey zone), Piotroski F-Score of 5/9, Return on Invested Capital (ROIC) of 15.0%.
Huron Consulting Group Inc. returns capital via buybacks instead of dividends, carrying a 11.4% buyback yield and reducing outstanding shares by -3.3% in the last 12 months.
Huron Consulting Group Inc.'s current growth trajectory is Stable. The company achieved +14.3% 1Y revenue growth and -6.9% 1Y EPS growth, compared to its 3Y revenue CAGR of +14.5%.
Wall Street consensus is Buy based on 9 analysts, beating EPS expectations in 100% of recent quarters with a 20-quarter streak. The consensus price target represents a +73.9% change from current levels.
Investment risks for Huron Consulting Group Inc. include: -51.2% 1-year max drawdown. Volatility risk is characterized by a beta of 0.33x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.