Goldman Sachs raises Adecco stock rating to Buy, target to CHF42

Published 28/03/2025, 07:28
Goldman Sachs raises Adecco stock rating to Buy, target to CHF42

Looking at the medium term, the analyst anticipates that the fiscal stimulus package in Germany and increased European defense spending will contribute to a cyclical recovery that will benefit Adecco (SIX:ADEN). Trading at a P/E ratio of 15.89, InvestingPro analysis suggests the stock is currently undervalued, aligning with Goldman Sachs’ view of an attractive opportunity for investors. The upgraded stock rating to Buy is accompanied by a 12-month price target of CHF42.00, reflecting the firm’s positive outlook on Adecco’s prospects. For deeper insights and additional ProTips about Adecco’s valuation and growth potential, investors can access the comprehensive Pro Research Report available on InvestingPro.

The analyst noted that Adecco’s recent performance contrasts with its industry peers, such as RAND, which reported exit rate trends similar to those seen in the previous quarter. Varanasi attributed Adecco’s success to its effective execution, which has led to contract wins in key markets, including the United States. According to InvestingPro, the company maintains a healthy 19.43% gross profit margin and offers an attractive 5.44% dividend yield, demonstrating its operational efficiency and shareholder-friendly approach.

Despite the near-term uncertainty surrounding macroeconomic factors, such as the potential impact of US tariffs on American growth and the European cyclical recovery, Goldman Sachs believes the current climate may be favorable for temporary recruitment. The firm suggests that companies tend to hire more temporary workers during periods of modest GDP growth coupled with higher uncertainty, and shift towards permanent hires when GDP stabilizes.

Looking at the medium term, the analyst anticipates that the fiscal stimulus package in Germany and increased European defense spending will contribute to a cyclical recovery that will benefit Adecco. Trading at a P/E ratio of 15.89, InvestingPro analysis suggests the stock is currently undervalued, aligning with Goldman Sachs’ view of an attractive opportunity for investors. The upgraded stock rating to Buy is accompanied by a 12-month price target of CHF42.00, reflecting the firm’s positive outlook on Adecco’s prospects. For deeper insights and additional ProTips about Adecco’s valuation and growth potential, investors can access the comprehensive Pro Research Report available on InvestingPro.

In other recent news, Adecco Group AG (OTC:AHEXY) has announced a series of updates following its financial results and analyst evaluations. The company reported a 5% year-over-year revenue decline in Q4 2024, totaling EUR 5.9 billion, with significant downturns in markets like France and Northern Europe. This has led CFRA to downgrade the stock rating from Hold to Sell, adjusting the price target to CHF 20.00 due to challenging macroeconomic conditions. Similarly, Jefferies has downgraded Adecco from Hold to Underperform, citing concerns over the company’s leverage ratio and suggesting potential dividend cuts as a strategic measure.

JPMorgan, while maintaining an Underweight rating, raised Adecco’s price target to CHF20.70, following discussions on updated dividend policies and staffing trends. Bernstein also revised Adecco’s price target down to CHF25.30, maintaining a Market Perform rating and noting the ongoing challenges in Europe despite improved momentum in the US. Adecco has outlined plans to reduce leverage to 1.5 times by the end of 2027 and anticipates an upswing in early 2025 with a higher gross margin and reduced expenses.

Analysts from Jefferies and CFRA expressed concerns about Adecco’s financial health, particularly regarding its leverage and dividend strategy. These developments have led to a cautious outlook from analysts, with some suggesting that the company’s earnings momentum may lag behind competitors. Adecco’s management has emphasized debt reduction and potential growth opportunities, but analysts remain wary of the company’s near-term financial prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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