Robert Half Inc. (RHI) — RQD Stock Rating Cockpit

Per the Roarable RQD rating, RHI scores 73 out of 100, graded B, with the verdict label "Roarable Buy — Good Risk/Reward." The score is the sum of five pillars, each scored out of 20:

• Fundamental Cash Engine (13/20): Per the Roarable RQD rating, this pillar reflects ROIC of 4.1% and an FCF yield of 6.09%. For a prospective investor, the modest ROIC relative to the stock's valuation multiples means the business is currently generating limited return on invested capital, so the cash-flow yield is doing much of the work in this pillar.
• Whale 13F Flow (17/20): Per the Roarable RQD rating, this is the strongest pillar, described as institutional accumulation and options positioning. The source data does not itemize the underlying 13F holdings, so the pillar score cannot be traced to specific filers in this dossier.
• Insider Conviction (15/20): Per the Roarable RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The individual transactions are not itemized in the source data.
• Macro Regime Fit (13/20): Per the Roarable RQD rating, this pillar reflects a beta of 0.93 and sector sensitivity. A beta below 1.0 implies the stock has moved less than the broader market in the sources' framing, which can cushion drawdowns but also limits participation in strong rallies.
• Forensic Balance Sheet (15/20): Per the Roarable RQD rating, this pillar reflects an Altman Z-Score of 3.94, a Piotroski F-Score of 7/9, and Debt/Equity of 0.52. These figures point to a balance sheet the rating treats as relatively sound.

Investor implications: the upside case rests on the 17/20 flow pillar and the balance sheet pillar. The valuation tradeoff is that the stock trades at a trailing P/E of 32.9 and EV/EBITDA of 37.7 against an ROIC of 4.1%, so the price already reflects expectations well beyond current capital efficiency. The 52-week range of $21.83 to $47.14 places the current price of $42.8 near the upper end of that band, which means recent momentum is already visible in the price.

Per the profile, Robert Half Inc. (RHI) is a NYSE-listed issuer classified under the Consumer Discretionary sector and the Professional Services industry, with a market capitalization of $4.4B. Per the market data, the company reports a gross margin of 37.2%, an operating margin of 1.4%, and a net margin of 2.5%. Products, customer segments, and revenue mechanics are not described in the source data beyond these classifications and margin figures. Not available in source data for detailed product or customer descriptions.

Per the SEC financials, revenue declined in each reported period shown, from $6392.5M in FY 2023 to $5378.5M in FY 2025, and operating income fell from $464.6M to $76.5M over the same span. Per the market data, the operating margin is 1.4% and net margin is 2.5%. Per the Roarable RQD rating, ROIC is 4.1%, the Altman Z-Score is 3.94, and the Piotroski F-Score is 7/9. Per the SEC financials, debt was $711.2M at FY 2025 against cash of $464.4M, and the RQD rating cites a Debt/Equity ratio of 0.52.

Per the news wire, the recent headlines are uniformly tied to RHI and include the following items:

• Yahoo Finance (YELLOW, MARKET WIRE): a report titled "Robert Half (RHI) Stock Looks Reasonably Priced As AI Hiring Trends Emerge."
• The Motley Fool (GREEN, CATALYST): a report titled "Why Robert Half Stock Jumped More Than 20% Today."
• Seeking Alpha (YELLOW, MARKET WIRE): a report titled "Robert Half: Stabilizing Macro But Potential AI Headwinds (NYSE:RHI)."
• Yahoo Finance (GREEN, CATALYST): a report titled "Why is Robert Half (RHI) stock soaring today."
• Seeking Alpha (GREEN, CATALYST): a report titled "Robert Half jumps 22% on Q3 earnings (RHI:NYSE)."
• Yahoo Finance (GREEN, CATALYST): a report titled "Why Robert Half Stock Jumped More Than 20% Today."

Key catalysts: the wire reports multiple price jumps, one attributed to Q3 earnings, and one framing AI hiring trends as a reasonable-pricing argument. Risk watch items: the Seeking Alpha headline identifies potential AI headwinds alongside stabilizing macro conditions. Proprietary signals: per the Butterfly Supply-Chain Graph, the proprietary signals list is empty. The news summaries are generic, and the source data does not include the article body text, so the specific earnings figures or AI mechanics behind these headlines are not available in source data.

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. Not available in source data for upstream supplier dependencies, downstream customer dependencies, or sector correlations beyond the Consumer Discretionary and Professional Services classifications. For a prospective investor, this means the second-order ripple analysis cannot be grounded in the source data; the one sector-level observation available is the AI hiring theme raised in the news wire, which the sources do not connect to specific supply-chain links.

• What specific earnings figures and AI-hiring drivers underlie the reported 20%-plus and 22% price moves in the news wire?
• Which institutional filers and insiders are driving the 17/20 whale flow and 15/20 insider conviction scores?
• What is the composition of the $711.2M debt and does it carry maturities or covenants that affect the 0.52 Debt/Equity read?
• How does the operating margin of 1.4% reconcile with the 37.2% gross margin, and what cost structure drives the gap?
• What supplier, customer, and sector dependencies exist, given the Butterfly graph reports no links?