Huron Consulting Group (HURN): Reassessing Valuation After Benchmark’s Positive AI and Healthcare Growth Update

Huron Consulting Group (HURN) is back in focus after Benchmark reiterated its positive stance and highlighted improved visibility into potential growth, supported by artificial intelligence driven projects and the AXIOM Systems payor consulting acquisition.

See our latest analysis for Huron Consulting Group.

The latest upbeat commentary comes after a strong run, with the share price at $180.06 and a robust year to date share price return. Multi year total shareholder returns suggest momentum has been building rather than fading.

If Huron's trajectory has your attention, this is also a good moment to explore other healthcare focused opportunities via healthcare stocks and see what else is executing well in the space.

With the stock already near record highs, strong multi year returns, and analysts lifting price targets toward the low $200s, is Huron still trading at a discount to its intrinsic value, or is the market already baking in years of future growth?

Most Popular Narrative: Fairly Valued

Compared with Huron Consulting Group's last close at $180.06, the most followed narrative points to a fair value clustered around the high $170s, implying only modest mispricing.

Fair Value Estimate remains unchanged at approximately $178.33 per share, indicating no shift in the core intrinsic value assessment.

Read the complete narrative.

Curious how steady growth, stable margins, and only slightly lower future valuation multiples can still justify today’s lofty share price? The full narrative unpacks a precise long term earnings path, a disciplined discount rate, and a surprisingly restrained multiple. Together these elements land near the current market value. Want to see exactly which assumptions hold this fair value line so close to where the stock trades now?

Result: Fair Value of $178.33 (ABOUT RIGHT)

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

However, several factors could still upend that fair value story, including slower digital project conversions or policy shifts affecting healthcare and education budgets.

Find out about the key risks to this Huron Consulting Group narrative.

Another View: Multiples Still Flash Caution

While the narrative fair value suggests Huron looks about right, the current price to earnings ratio of 26.6 times still sits slightly above its own fair ratio of 26.3 times and the US Professional Services average of 24.2 times. This leaves only a thin margin for disappointment if growth stumbles.

See what the numbers say about this price — find out in our valuation breakdown.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Huron Consulting Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 901 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Build Your Own Huron Consulting Group Narrative

If you see the story differently or prefer hands on research, you can build a tailored Huron view in just a few minutes: Do it your way.

A great starting point for your Huron Consulting Group research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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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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