• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    A Look At Korn Ferry (KFY) Valuation After Mixed Earnings Beat And Soft Guidance

    Simply Wall St·01/05/2026 12:16:50
    Listen to the news

    Korn Ferry (KFY) drew fresh attention after reporting Q3 revenue up 7% year on year, topping analyst expectations. However, the company paired that beat with slightly lower revenue guidance and an EPS miss for the next quarter.

    See our latest analysis for Korn Ferry.

    At a share price of $66.39, Korn Ferry’s 1-day share price return of 0.56% after the earnings beat contrasts with a 90-day share price return decline of 5.99%. Its 5-year total shareholder return of 50.48% points to stronger longer term compounding, suggesting recent momentum has faded even as long term holders have still seen meaningful value creation.

    If this earnings move has you rethinking where growth could come from next, it might be a good moment to scan fast growing stocks with high insider ownership and see what else is on the move.

    With Korn Ferry trading at $66.39, a value score of 6, an indicated 57.61% intrinsic discount and a 20.88% gap to the average analyst target, you have to ask: is this a genuine opening, or is future growth already priced in?

    Most Popular Narrative: 17.3% Undervalued

    The most followed narrative puts Korn Ferry’s fair value at US$80.25 versus a last close of US$66.39, framing the latest pullback as a potential valuation gap to watch.

    The company's strategy of diversifying and expanding into larger addressable markets with a wide range of organizational and talent solutions is expected to enhance revenue predictability and sustainability, potentially improving net margins. Korn Ferry is experiencing growth in new business, particularly in the Americas and EMEA regions, along with an increase in cross-solution referrals, suggesting potential for revenue growth and a positive impact on earnings.

    Read the complete narrative.

    Curious what sits behind that US$80.25 figure? It reflects revenue stepping up, margins rebuilding, and a future earnings multiple that collectively influence the valuation. Want the full playbook on how those moving parts are expected to interact over time and relate to that valuation gap?

    Result: Fair Value of $80.25 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, longer implementation timelines for large engagements and competition from big consulting and accounting firms could slow revenue conversion and limit the earnings power implied here.

    Find out about the key risks to this Korn Ferry narrative.

    Build Your Own Korn Ferry Narrative

    If you see the numbers differently, or simply enjoy testing your own view against the data, you can build a fresh thesis in minutes: Do it your way.

    A great starting point for your Korn Ferry research is our analysis highlighting 6 key rewards and 1 important warning sign that could impact your investment decision.

    Ready to hunt for your next idea?

    If Korn Ferry has sharpened your thinking, do not stop here. Broaden your watchlist with focused sets of companies that could fit different roles in your portfolio.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.