Huron Consulting (HURN) AI Stock Analysis

• Market Cap: $2.32B
• Dividend Yield: N/A
• Average Volume (3M): 214.27K
• Price to Earnings (P/E): 20.2
• Beta (1Y): 0.41
• Revenue Growth: 8.83%
• EPS Growth: 92.48%
• Country: US
• Employees: 6,405
• Sector: Industrials
• Sector Strength: 85
• Industry: Consulting Services
• EPS (TTM): 1.68
• Shares Outstanding: 17,248,034
• 10 Day Avg. Volume: 201,983
• 30 Day Avg. Volume: 214,272
• PEG Ratio: 0.72
• Price to Book (P/B): 2.66
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 24.06
• Enterprise Value/Market Cap: 0.78
• Enterprise Value/Revenue: 0.30
• Enterprise Value/Gross Profit: 3.72
• Enterprise Value/Ebitda: 2.48
• 1Y Price Target: $167.67
• Price Target Upside: 24.48% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 5

• Rating: 76 Outperform
• Price Target: $161.00 ▲(19.52%Upside)

Huron Consulting's overall score reflects its strong financial performance and positive sentiment from the earnings call, indicating robust growth and operational efficiency. Technical analysis provides a mixed outlook, while the valuation is moderate without a dividend yield. The absence of notable corporate events leaves the focus on financials and earnings sentiment.

Positive Factors

Financial Performance

Huron's Q1/25 adjusted EBITDA grew 22.7% year-over-year to $41.5 million, with the margin expanding 100 basis points to 10.5%.

Market Demand

Regulatory and funding pressures are expected to drive demand for Huron's services, creating opportunities for the company.

Revenue Growth

Q1/25 revenue before reimbursements increased 11.2% year-over-year to $395.7 million, exceeding both the company's estimate and the consensus.

Negative Factors

Education Segment Challenges

NIH grants totaling ~$9.5 billion have been terminated, impacting Huron's clients in the Education segment.

Regulatory Impact

The Administration’s policy for NIH funding to cap indirect cost payments at 15% could impact medical schools significantly, affecting Huron's clients.

Huron Consulting Business Overview & Revenue Model

Company Description

Huron Consulting Group Inc., a professional services firm, provides consultancy services in the United States and internationally. It operates through three segments: Healthcare, Business Advisory, and Education. The Healthcare segment provides advisory services in the areas of financial and operational improvement, care transformation, and revenue cycle managed services; organizational transformation; and digital, technology and analytic solutions to national and regional hospitals, integrated health systems, academic medical centers, community hospitals, medical groups, and health plans. The Business Advisory segment offers cloud-based technology, analytics, restructuring, and capital advisory solutions to life science, financial, healthcare, education, energy and utilities, and industrials and manufacturing industries, as well as to public sectors. The Education segment provides research enterprise and student lifecycle; digital, technology and analytic solutions; and organizational transformation services to public and private colleges and universities, academic medical centers, research institutes, and other not-for-profit organizations. Huron Consulting Group Inc. was incorporated in 2002 and is headquartered in Chicago, Illinois.

How the Company Makes Money

Huron Consulting Group generates revenue primarily through the provision of consulting services. The company's revenue streams are largely driven by fees charged for its advisory and implementation services across its key sectors. Huron's engagements often involve tailored solutions and strategic guidance, which are billed on a project or retainer basis. Additionally, the firm leverages its industry expertise and relationships to secure long-term partnerships with clients, contributing to sustained revenue. Huron's financial performance is influenced by its ability to maintain and expand client relationships, adapt to market demands, and effectively manage its project costs and workforce.

Huron Consulting Financial Statement Overview

Summary

Huron Consulting shows strong financial health with robust revenue and profit growth, efficient operating margins, and prudent financial management. The balance sheet reflects significant leverage reduction, enhancing stability, while strong cash flow generation supports operations and growth investments. A slight area for improvement is the equity ratio, but overall, the financial trajectory is positive.

Income Statement

Huron Consulting has demonstrated strong revenue growth with a consistent upward trajectory, particularly noteworthy with a TTM revenue of $1.56 billion, up from $1.52 billion annually. Gross profit margins have improved significantly to 49.37% from 31.28% last year, alongside a solid net profit margin of 7.88% in TTM, indicating effective cost management. The EBIT margin is stable at 10.74%, and EBITDA margin at 12.54% shows strong operating efficiency.

Balance Sheet

The company maintains a healthy balance sheet with a debt-to-equity ratio of 0.11 in TTM, significantly reduced from 0.71 in the previous year, indicating improved leverage management. However, the equity ratio has slightly decreased to 36.25% from 41.77%, which suggests a need to increase equity levels relative to assets. Return on Equity (ROE) is robust at 24.91%, reflecting effective capital utilization.

Cash Flow

Cash flow analysis shows a strong operating cash flow to net income ratio of 1.83, indicating good cash generation relative to earnings. Free cash flow has grown to $199.58 million, with a free cash flow to net income ratio of 1.62, highlighting strong cash conversion. The free cash flow growth rate is commendable compared to prior periods, despite capital expenditure increases.

Breakdown
TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
1.56B	1.52B	1.40B	1.16B	926.96M	871.01M
	Gross Profit
485.13M	476.01M	419.29M	346.41M	268.81M	251.67M
	EBIT
167.87M	168.82M	125.35M	99.76M	78.04M	131.53M
	EBITDA
214.21M	204.66M	161.84M	154.19M	120.64M	12.82M
	Net Income Common Stockholders
123.16M	116.63M	62.48M	75.55M	62.99M	-23.72M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
23.38M	21.91M	12.15M	11.83M	20.78M	67.18M
	Total Assets
1.36B	1.34B	1.26B	1.20B	1.12B	1.06B
	Total Debt
614.98M	398.61M	373.88M	346.09M	297.24M	273.88M
	Net Debt
591.60M	376.70M	361.73M	334.25M	276.45M	206.70M
	Total Liabilities
869.28M	782.29M	729.25M	647.00M	547.45M	505.53M
	Stockholders Equity
494.28M	561.33M	532.89M	552.04M	571.90M	551.94M
Cash Flow		Free Cash Flow
199.58M	192.67M	100.08M	61.10M	2.23M	120.34M
	Operating Cash Flow
225.22M	201.32M	135.26M	85.40M	17.99M	136.74M
	Investing Cash Flow
-64.44M	-79.75M	-36.65M	-20.13M	-20.14M	-42.03M
	Financing Cash Flow
-155.93M	-111.64M	-98.33M	-74.11M	-44.41M	-39.62M

Huron Consulting Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 134.70
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HURN, the sentiment is Negative. The current price of 134.7 is below the 20-day moving average (MA) of 144.57, below the 50-day MA of 143.40, and above the 200-day MA of 128.10, indicating a neutral trend. The MACD of -2.45 indicates Positive momentum. The RSI at 36.65 is Neutral, neither overbought nor oversold. The STOCH value of 21.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HURN.

Huron Consulting Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BAH	78 Outperform	$12.82B	14.25	90.74%	2.13%	14.07%	116.33%
CRAI	78 Outperform	$1.23B	24.40	23.18%	1.08%	8.49%	21.06%
HURN	76 Outperform	$2.32B	20.21	24.88%	―	8.83%	92.48%
EXPO	69 Neutral	$3.81B	36.73	25.87%	1.60%	3.27%	3.94%
FCN	68 Neutral	$5.53B	22.02	12.46%	―	1.59%	-16.79%
ICFI	68 Neutral	$1.60B	14.94	11.64%	0.64%	1.95%	17.98%
Sector *	66 Neutral	$4.47B	12.21	5.40%	3.65%	4.14%	-12.00%

Huron Consulting Corporate Events

Huron Consulting Approves Key Amendments at Annual Meeting

On May 9, 2025, Huron Consulting Group Inc. held its Annual Meeting of Stockholders where several key decisions were made. The stockholders approved an amendment to the company’s Amended and Restated 2012 Omnibus Incentive Plan, increasing the number of shares authorized for issuance by 900,000. Additionally, the meeting included the election of directors, approval of executive compensation, amendments to the Stock Ownership Participation Plan, and the ratification of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025.

The most recent analyst rating on (HURN) stock is a Buy with a $133.00 price target. To see the full list of analyst forecasts on Huron Consulting stock, see the HURN Stock Forecast page.