Stock analysis · Bull Rankings model

HURN analysis

Huron Consulting Group Inc.Consulting Services. Scored on the same transparent model behind the daily rankings.

HURN
Huron Consulting Group Inc. · Consulting Services
FCF$124mC
Rev+11.8%B
D/E2.25D
P/E24.4xB+
PEG1.47B
70.8Score
$161.64$2.6B
1Y Target$190.75Analyst consensus · 4 analysts
5Y Target$279.28Compound horizon
10Y Target$414.29Long-dated conviction
FCF$124mTTM
C
FCF $124m — modest; watch for margin expansion
Rev+11.8%TTM YoY
B
Revenue +11.8% — at or above S&P median
D/E2.25
D
D/E 2.25 — most levered decile in Industrials (≈95th pctile)
P/E24.4x
B+
P/E 24.4 — below the Industrials median (≈40th pctile)
PEG1.47
B
PEG 1.47 — acceptable premium for growth

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 70.8
Quality67.4
Growth86.6
Value60.7
Why this score
  • Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week high
13% off the 12-month high
vs DCF fair value8% aboveest. fair value ~$149
What the price assumes: free cash flow compounding at ~12% a year for the next decade — vs the ~15% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability68% · Agross profit ÷ total assets (Novy-Marx)
ROIC11.5% · Breturn on invested capital — not score-weighted

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Huron’s dominant position in healthcare digital transformation—delivering enterprise health‑record and AI‑driven analytics—creates a self‑reinforcing growth engine. The business is expanding revenue at 11.8% YoY, converting that into a healthy 5.9% profit margin and generating $124 m of free cash flow, while a stellar 26.1% ROE fuels shareholder returns. The thesis rests on the continued migration of hospitals to integrated, data‑centric platforms, which should keep the compounding cycle alive.
Moat
The consulting model locks clients into multi‑year, high‑touch implementation contracts for ERP and health‑record systems, creating steep switching costs and pricing power that drives the 26.1% ROE. Huron’s proprietary analytics and AI tools embedded in these platforms deepen the relationship, making it hard for pure‑play tech firms to replicate the combined consulting‑technology offering.
Risk
Leverage is a red flag: a debt‑to‑equity of 2.25 amplifies any downturn, and the current P/E of 22.6 assumes growth that may be overstated given the reverse‑DCF’s implied 10% FCF growth versus the actual 11.8% revenue growth. A slowdown in healthcare spending or a pull‑back on buybacks would pressure margins and could trigger a sell‑off, confirming the bear case.
Horizon
1-3 yr $190.75 (4-analyst consensus) — fundamentals + valuation re-rating. 5 yr $279.28 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $414.29 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

HURN vs the Top Picks average

PillarHURNBook avgDiff
Quality0.670.84-0.17
Growth0.870.84+0.03
Value0.610.78-0.18

Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-7.4 over 47 daily scores
From 78.2 (Jun 22) → 70.8 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Analyst estimate revisions

30-day change+3.6%
90-day change+3.6%
Forward EPS estimate$10.59

Over the last 90 days, what analysts expect HURN to earn is drifting higher (+3.6%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
12
Position size
$1,940
3.9% of portfolio
Stop price
$121.23
25% below $161.64
$ at risk if stopped
$484.92
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Huron Consulting Group Inc. (HURN): score, valuation & FAQ

Huron Consulting Group Inc. (HURN) is a Consulting Services company that scores 70.8 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are P/E (B+), while D/E (D) rate weaker. On valuation, HURN sits about 8% above our discounted-cash-flow fair value — the current price implies roughly 12% annual free-cash-flow growth over the next decade.

Is HURN a good stock to buy?

Bull Rankings scores HURN 70.8 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by P/E (B+). A score is a quantitative screen of Huron Consulting Group Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does HURN score 70.8 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). HURN earns its highest marks on P/E (B+), and is held back by D/E (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is HURN overvalued or undervalued?

Based on $161.64, HURN sits about 8% above our discounted-cash-flow fair value — the current price implies roughly 12% annual free-cash-flow growth over the next decade. It trades at a 24.4x P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in HURN?

Leverage is a red flag: a debt‑to‑equity of 2.25 amplifies any downturn, and the current P/E of 22.6 assumes growth that may be overstated given the reverse‑DCF’s implied 10% FCF growth versus the actual 11.8% revenue growth. A slowdown in healthcare spending or a pull‑back on buybacks would pressure margins and could trigger a sell‑off, confirming the bear case.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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