Randstad NV (RANJY)
OTHER OTC:RANJY
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Randstad NV
(OTC:RANJY)
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Rating:61Neutral
Price Target:
$16.00
â–¼(-15.34% Downside)
Action:ReiteratedDate:04/23/26
The score is primarily driven by stable-but-cyclical fundamentals: strong cash generation and manageable leverage are tempered by multi-year revenue softness and compressed margins/returns. Technicals are mixed (short-term strength but still below longer-term averages and overbought signals), valuation is supported by a high dividend but weighed down by a high P/E, and the latest call pointed to improving demand/momentum while acknowledging ongoing margin pressure and near-term cash flow volatility.
Positive Factors
Strong cash generation
Robust cash generation—TTM operating cash flow (~€692m) and free cash flow (~€619m)—means earnings convert reliably to cash. This supports dividends, capex and strategic investments, cushions cyclical staffing demand, and provides funding flexibility across multiple quarters even if revenue growth remains muted.
Negative Factors
Multi-year revenue softness
Multi-year revenue softness indicates structural demand headwinds in some markets and segments. Prolonged flat or declining top-line limits the company’s ability to realize operational leverage, making margin and profit recovery dependent on durable macro and segment-specific improvements over multiple quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Robust cash generation—TTM operating cash flow (~€692m) and free cash flow (~€619m)—means earnings convert reliably to cash. This supports dividends, capex and strategic investments, cushions cyclical staffing demand, and provides funding flexibility across multiple quarters even if revenue growth remains muted.
Read all positive factors
Randstad NV (RANJY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.17B
Dividend Yield6.68%
Average Volume (3M)237.00
Price to Earnings (P/E)32.4
Beta (1Y)0.72
Revenue Growth3.81%
EPS Growth179.84%
CountryUS
Employees40,000
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)0.40
Shares Outstanding351,954,830
10 Day Avg. Volume281
30 Day Avg. Volume237
Financial Highlights & Ratios
PEG Ratio1.42
Price to Book (P/B)2.82
Price to Sales (P/S)0.49
P/FCF Ratio14.10
Enterprise Value/Market Cap1.16
Enterprise Value/Revenue0.26
Enterprise Value/Gross Profit1.43
Enterprise Value/Ebitda7.24
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.51
Revenue Forecast (FY)$27.04B
Randstad NV Business Overview & Revenue Model
Company Description
Randstad NV (RANJY) is a global leader in the human resource consulting sector, specializing in staffing and workforce solutions. Founded in the Netherlands, the company operates in various sectors including temporary and permanent staffing, recru...
How the Company Makes Money
Randstad primarily makes money by providing workforce and talent services to organizations and charging fees for sourcing, placing, and managing workers. A major revenue stream is temporary staffing and flexible labor: Randstad recruits and employ...
Randstad NV Earnings Call Summary
Earnings Call Date:Apr 22, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 28, 2026
Earnings Call Sentiment Positive
The call balanced clear operational and commercial momentum — return to organic growth, strong operational performance (notably the U.S.), digital marketplace traction, sizable new wins (EUR 600m+), AI adoption and reduced net debt — against persistent margin pressure, weak permanent/professional segments, regional softness in parts of Europe, and a seasonal negative free cash flow impacted by invoicing timing. Management expects gradual margin stabilization as mix effects annualize and operational leverage is realized in growth markets.Positive Updates
Revenue and EBITA
Q1 revenues of EUR 5.5 billion and underlying EBITA of EUR 146 million, representing an EBITA margin of 2.7%; adjusted net income of EUR 91 million.
Negative Updates
Gross Margin Pressure
Group gross margin down 80 basis points to 18.5% year-over-year; temp margin down c.60 bps and perm contribution down c.20 bps, driven by mix divergence and regional effects.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue and EBITA
Q1 revenues of EUR 5.5 billion and underlying EBITA of EUR 146 million, representing an EBITA margin of 2.7%; adjusted net income of EUR 91 million.
Read all positive updates
Company Guidance
Guidance: management said early‑April volume trends are encouraging and they remain confident for the months ahead, while flagging that Q2 gross margin is expected to be slightly down sequentially (Q1 gross margin 18.5%; temp margin down ~60bps; perm contribution down ~20bps) and underlying OpEx is expected to increase slightly q‑o‑q (Q1 OpEx €873m) but with strict discipline to drive operational leverage; FY‑26 effective tax rate is guided toward the higher end of 29–31%. Q1 underlying EBITA was €146m (2.7% margin) and adjusted net income €91m; Q1 free cash flow was −€98m (including a Netherlands invoicing delay of ~€40–50m that should normalize in Q2), DSO 57.4 days, net debt down €131m y/y with a leverage ratio of 1.5 and finance costs expected to trend down. Management reiterated growth investments — digital marketplaces to scale from ~15% of revenues (~€4bn) to ~22% by year‑end (≈1.45m shifts in Q1; ~600k self‑service shifts in March; ~240k MAUs; 77% of targeted UK talent on the app within 2 hours), >€600m of 10x10x10 wins in Q1, and 80% of staff AI‑trained — which, they say, underpin improving margin dynamics and operational gearing as growth returns.Randstad NV Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
68
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.92B | 23.08B | 24.12B | 25.43B | 27.57B | 24.64B |
| Gross Profit | 4.22B | 4.31B | 4.70B | 5.28B | 5.75B | 4.90B |
| EBITDA | 831.51M | 845.00M | 606.00M | 1.17B | 1.47B | 1.38B |
| Net Income | 283.81M | 287.20M | 123.00M | 624.00M | 929.00M | 768.00M |
Balance Sheet | ||||||
| Total Assets | 10.69B | 10.69B | 11.19B | 10.69B | 11.11B | 11.04B |
| Cash, Cash Equivalents and Short-Term Investments | 337.00M | 399.00M | 357.00M | 261.00M | 274.00M | 859.00M |
| Total Debt | 1.95B | 1.91B | 2.22B | 1.18B | 1.14B | 1.27B |
| Total Liabilities | 6.88B | 6.68B | 7.06B | 5.99B | 6.19B | 6.14B |
| Stockholders Equity | 3.80B | 4.00B | 4.13B | 4.70B | 4.91B | 4.90B |
Cash Flow | ||||||
| Free Cash Flow | 618.76M | 799.00M | 565.00M | 1.10B | 951.00M | 786.00M |
| Operating Cash Flow | 692.26M | 872.00M | 649.00M | 1.19B | 1.07B | 914.00M |
| Investing Cash Flow | -50.31M | -69.00M | -518.00M | -147.00M | -290.00M | -207.00M |
| Financing Cash Flow | -600.00M | -773.00M | -21.00M | -1.03B | -1.37B | -322.00M |
Randstad NV Technical Analysis
Neutral
18.90
Price Trends
14.19
Positive
15.75
Negative
18.34
Negative
Market Momentum
-0.14
Negative
61.21
Neutral
100.34
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RANJY, the sentiment is Neutral. The current price of 18.9 is above the 20-day moving average (MA) of 12.99, above the 50-day MA of 14.19, and above the 200-day MA of 18.34, indicating a neutral trend. The MACD of -0.14 indicates Negative momentum. The RSI at 61.21 is Neutral, neither overbought nor oversold. The STOCH value of 100.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RANJY.
Randstad NV Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $3.45B | 13.73 | 13.94% | 2.89% | 5.44% | 8.92% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | $5.17B | 32.39 | 7.68% | 6.68% | 3.81% | 179.84% | |
53 Neutral | $1.38B | 137.58 | -0.81% | 4.96% | 4.77% | -115.03% | |
53 Neutral | $2.70B | 45.87 | 9.98% | 8.65% | -6.08% | -35.51% | |
50 Neutral | $1.13B | 7.72 | -7.69% | 6.37% | 3.04% | -140.22% |
* Industrials Sector Average
RANJY
Randstad NV
14.72
-4.33
-22.74%
NSP
Insperity
29.55
-31.66
-51.73%
KFY
Korn Ferry
66.46
4.48
7.24%
MAN
ManpowerGroup
29.74
-7.49
-20.11%
RHI
Robert Half
26.37
-13.84
-34.42%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.