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What smart money is saying about Robert HalfUnited States flag

RHI · Industrials · Staffing & Employment Services · Market cap $2.82B

2 funds in our archive have pitched Robert Half — most recently Palm Valley CM in September 2025.

Company profile

Robert Half International Inc. provides staffing and risk consulting services in North America, South America, Europe, Asia, and Australia. The company operates through three segments: Temporary and Consultant Staffing, Permanent Placement Staffing, and Risk Consulting and Internal Audit Services. It places temporary services for accounting, finance, and bookkeeping; temporary and full-time office and administrative personnel consisting of executive and administrative assistants, receptionists, and customer service representatives; full-time accounting, financial, tax, and accounting operations personnel; and information technology contract professionals and full-time employees in the areas of platform systems integration to end-user technical and desktop support, including specialists in application development, networking and cloud, systems integration and deployment, database design and administration, and security and business continuity. The company also offers temporary and full-time employees in attorney, paralegal, legal administrative, and legal secretarial positions; and senior-level project professionals in the accounting and finance fields for financial systems conversions, expansion into new markets, business process re-engineering, business systems performance improvement, and post-merger financial consolidation. It is involved in serving professionals in the areas of creative, design, marketing, advertising, and public relations; and placing various positions, such as creative directors, graphics designers, web designers, media buyers, front end developers, copywriters, digital marketing managers, marketing analytics specialists, brand managers, and public relations specialists. The company provides internal audit, technology consulting, risk and compliance consulting, and business performance services. It serves clients and employment candidates. Robert Half International Inc. was founded in 1948 and is headquartered in Menlo Park, California.

Fund coverage · 2 theses

  • Palm Valley CM
    September 2025

    Robert Half is a profitable staffing and consulting firm that, despite facing industry challenges, remains cash-generative with zero debt and a strong dividend yield, driven by its successful Protiviti segment.

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  • Pzena Global Best Ideas
    September 2025

    Robert Half is an attractive value opportunity due to low job turnover affecting staffing demand, while Signify is poised for earnings recovery as demand rebounds following its transformation to LED products and strategic market improvements.

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