Bernstein cuts Adecco Group price target to CHF25.30

Published 31/01/2025, 11:56
Bernstein cuts Adecco Group price target to CHF25.30

Bernstein’s stance remains cautious, suggesting that it is premature to consider upgrading the stock’s rating. The analysis concluded with a reiteration of their Market Perform rating, indicating a neutral outlook on Adecco (SIX:ADEN) Group’s shares in the near term. For deeper insights into Adecco’s valuation and comprehensive financial analysis, investors can access the detailed Pro Research Report available on InvestingPro, which indicates the stock is currently undervalued based on its Fair Value model. For deeper insights into Adecco’s valuation and comprehensive financial analysis, investors can access the detailed Pro Research Report available on InvestingPro, which indicates the stock is currently undervalued based on its Fair Value model.

The analysts noted an uptick in discussions with investors about the optimal time to invest in staffing firms. This interest is attributed to the low valuations and perceptions that the decline in top-line growth may have reached its limit. The report highlighted that while the US market shows improved momentum, Europe is facing continued challenges. InvestingPro data shows the stock has declined significantly, with a -28.6% return over the past six months, potentially creating value opportunities for investors.

Adecco Group’s shares are currently trading at 1.5 times enterprise value to net fees (gross profit), which is in proximity to historical lows of 1.4 times. The analysts pointed out that despite the possibility of a significant dividend reduction—projected at a 50% cut by Bernstein—the stock might still hold its ground following the preliminary results set to be released on February 26, 2025. Notably, the company maintains a strong dividend track record of 29 consecutive years of payments, with a current yield of 6.93%.

Bernstein’s stance remains cautious, suggesting that it is premature to consider upgrading the stock’s rating. The analysis concluded with a reiteration of their Market Perform rating, indicating a neutral outlook on Adecco Group’s shares in the near term.

In other recent news, Adecco Group AG (OTC:AHEXY) has experienced a downgrade in its stock rating from Hold to Underperform by Jefferies, due to concerns about the company’s leverage ratio. This comes after the company reported a decrease in Q3 2024 revenues to €5.7 billion, a 5% drop on an organic trading days-adjusted basis, and a 3% decline on an organic basis compared to the previous year. The company’s EBITA was reported at €186 million, with a margin of 3.3%, while both adjusted and basic earnings per share saw a 3% year-on-year decrease.

The downgrade by Jefferies is based on concerns about the company’s balance sheet, particularly the leverage ratio, which is approximately three times. The firm’s analysts believe that taking decisive action to cut the dividend could help realign the company’s financial structure more sustainably.

Despite the challenging market environment, Adecco continues to advance its GenAI capabilities and form strategic partnerships with Salesforce (NYSE:CRM) and Microsoft (NASDAQ:MSFT), as part of its "Simplify, Execute, and Grow" agenda. The human resources firm expects that Q4 revenues, gross margin, and SG&A expenses will align with Q3 levels. These recent developments reflect the ongoing financial and operational changes within Adecco Group AG.

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