RHI
Robert Half International Inc.
RHI's outlook is improving despite an expensive valuation.
VRT
Vertiv Holdings Co
VRT has the edge over RHI overall, supported by stronger valuation and stronger fundamentals.
RHI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
RHI's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
RHI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $16.07 | -62% |
| Fair | 19x | $23.38 | -44% |
| Forward | 24x | $41.97 | — |
| Expensive | 26x | $31.30 | -25% |
| Current | 35x | $41.97 | — |
Historical ranges are pointers, not guarantees.
RHI's PE is in its expensive range at 35x. If earnings grow as analysts expect, today's price would be 24x next year's earnings.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over RHI in the historical PE scenario, which offers more potential upside but is not a forecast.
RHI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect RHI's earnings to grow and its profitability to improve, with its revenue holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over RHI on the outlook, with more favorable revenue expectations.
RHI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | +47% |
| Q3 2026 | $1.21 | -21% |
| Q2 2026 | $1.15 | -34% |
| Q1 2026 | $1.30 | -35% |
| Q4 2025 | $1.33 | -45% |
| Q3 2025 | $1.54 | -44% |
| Q2 2025 | $1.75 | -42% |
| Q1 2025 | $2.00 | -40% |
| Q4 2024 | $2.44 | -37% |
RHI's earnings per share have fallen from their peak: $1.21 over the past year, against $6.17 in mid-2022.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over RHI on earnings, with more consistent year-over-year improvement.
RHI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +0.4% |
| Q2 2026 | $1.3B | -2.4% |
| Q1 2026 | $1.3B | -3.8% |
| Q4 2025 | $1.3B | -5.8% |
| Q3 2025 | $1.4B | -7.5% |
| Q2 2025 | $1.4B | -7% |
| Q1 2025 | $1.4B | -8.4% |
| Q4 2024 | $1.4B | -6.1% |
RHI's revenue fell from its 2022 peak and has held roughly level since: $1.4B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.5% | +4.5 points |
| Q2 2026 | -4.7% | -4.8 points |
| Q1 2026 | 2.8% | 0 points |
| Q4 2025 | 1.7% | -3.4 points |
| Q3 2025 | 1% | -5.2 points |
| Q2 2025 | 0.1% | -6.1 points |
| Q1 2025 | 2.9% | -2.9 points |
| Q4 2024 | 5.1% | -2.7 points |
RHI's operating margin was 5.5% last quarter, up 4.5 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over RHI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over RHI on profitability, with a higher operating margin.
RHI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $57.7M | -9.2% |
| Q2 2026 | $101.5M | -2.5% |
| Q1 2026 | -$120.8M | -$49.1M |
| Q4 2025 | $170.8M | +22% |
| Q3 2025 | $63.6M | -43% |
| Q2 2025 | $104.2M | -20% |
| Q1 2025 | -$71.7M | -$44M |
| Q4 2024 | $140.5M | +37% |
RHI still generates free cash flow, though less than at its 2020 peak: $209M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over RHI on cash flow, with more consistent year-over-year improvement.
RHI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +633K shares |
| 1 year | +0.9% | +899K shares |
| 3 years | -4.6% | -4.9M shares |
| 5 years | -9.5% | -10.6M shares |
| Available history | -13% | -15.5M shares |
RHI has 101M diluted shares, up 0.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $33,000 |
| Q2 2026 | $618,000 |
| Q1 2026 | $6.1M |
| Q4 2025 | $24,000 |
| Q3 2025 | $21.1M |
| Q2 2025 | $21.1M |
| Q1 2025 | $49.9M |
| Q4 2024 | $80.5M |
RHI spent $7M buying back its own shares over the past year, down 96% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has the edge over RHI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
RHI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.6x | Net Cash |
| Q2 2026 | -5.3x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -3.6x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -1.4x | Net Cash |
RHI has the edge over VRT on leverage, with a lower net debt burden relative to earnings.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
RHI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.3 | Neutral |
| Stochastic | 68.9 | Neutral |
RHI's weekly RSI is 57 (neutral) and its Stochastic is 69 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
RHI PE vs Industrials Sector
| Metric | RHI | Sector median | Relative |
|---|---|---|---|
| PE | 35x | 24x | 44% above |
| PE % | 98 | 58 | 40 pts above |
RHI has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
RHI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $39.2 | 7% above |
| 20 week MA | $39.4 | 6.5% above |
| 50 week MA | $32.3 | 30% above |
| 100 week MA | $38.8 | 8.1% above |
| 200 week MA | $56.3 | 25% below |
RHI has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
RHI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $62.4 | $62.2 | -0.4% |
| 2021 | $62.2 | $109.2 | +76% |
| 2022 | $109.2 | $73.4 | -33% |
| 2023 | $73.4 | $87.9 | +20% |
| 2024 | $87.9 | $71.1 | -19% |
| 2025 | $71.1 | $27.7 | -61% |
| 2026 YTD | $27.7 | $42.0 | +51% |
RHI has the edge over VRT on returns for 2026, with the stronger performance.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT's yearly returns have swung widely, from +275% in 2023 to −48% in 2022. It's up 25% so far in 2026.