Huron Consulting Group (HURN) has drawn investor attention after a period of mixed short term returns, with the share price lower over the past week and month but higher over the past 3 months and year.
See our latest analysis for Huron Consulting Group.
Short term momentum has cooled, with a 7 day share price return of 6.61% and a 30 day share price return of 5.16%, but the 1 year total shareholder return of 37% and 5 year total shareholder return of 223.53% point to a much stronger long term picture that suggests investors have been reassessing both growth potential and risk over time.
If Huron’s move has you thinking about where else capital could work harder, it might be a good moment to scan healthcare stocks for other ideas in the sector.
With Huron trading at US$171.34, showing an intrinsic discount of 52% and a 26% discount to analyst targets, the key question is whether this gap reflects mispricing or if the market already anticipates future growth.
Huron Consulting Group’s most followed narrative pegs fair value at $206.75 versus the last close at $171.34. This frames the current discount as a valuation gap worth understanding rather than ignoring.
Huron's investments in digital transformation capabilities, proprietary software, and analytics are aligning with accelerating adoption of cloud, AI, and data modernization in the commercial sector, generating record sales conversions and robust project pipelines, supporting sustainable top-line expansion going forward.
Curious what sits behind that fair value estimate? The narrative leans heavily on compounding revenue, rising margins, and a future earnings multiple that is not reserved only for tech giants. The exact mix of growth, profitability and discount rate assumptions might surprise you.
Result: Fair Value of $206.75 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, that story can change quickly if healthcare and education clients pull back on spending, or if rising compensation and M&A costs keep pressuring margins.
Find out about the key risks to this Huron Consulting Group narrative.
The earlier fair value view painted Huron as undervalued, but the current P/E of 25.3x tells a more cautious story. It sits above the US Professional Services average of 24.4x, yet below a fair ratio of 27.6x and the 26.7x peer average, which points to only a modest valuation cushion if sentiment cools.
See what the numbers say about this price — find out in our valuation breakdown.
If you are not fully on board with this view, or simply want to test your own assumptions against the numbers, you can build a personalised narrative in just a few minutes by starting with Do it your way.
A great starting point for your Huron Consulting Group research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
If Huron is already on your radar, do not stop there. Widening your search with focused stock ideas can help you spot opportunities you might otherwise miss.
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.
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