📊 HURN Key Takeaways
Is Huron Consulting Group Inc. (HURN) a Good Investment?
Huron demonstrates strong cash generation and manageable debt metrics, but declining profitability (-9.9% net income YoY despite 2.2% revenue growth) and unusually low gross margins (3.3%) suggest margin compression and operational headwinds. The divergence between revenue growth and profit decline raises concerns about service mix deterioration and cost structure.
Fundamentals show solid cash generation and strong return metrics (ROE ~20%, interest coverage ~30x) with an asset-light profile and modest leverage. However, growth is soft (+2.2% revenue YoY) and net income declined, suggesting margin pressure or mix headwinds; liquidity is adequate but cash is low versus debt. Maintain a neutral stance pending reacceleration in organic growth and stabilization of margins.
Why Buy Huron Consulting Group Inc. Stock? HURN Key Strengths
- Strong free cash flow generation of $183M (10.8% FCF margin) demonstrates effective cash conversion and working capital management
- Excellent interest coverage ratio of 29.5x indicates minimal financial stress and substantial debt servicing capacity
- Solid ROE of 19.9% reflects efficient capital deployment despite moderate leverage (0.93x debt-to-equity)
- Asset-light business model with minimal capital intensity (CapEx only $10.4M on $1.7B revenue)
- Strong free cash flow with OCF > net income and 10.8% FCF margin
- Healthy profitability/returns: 10.5% operating margin, 19.9% ROE, 29.5x interest coverage
- Asset-light model with low capex and adequate liquidity (1.17x current ratio)
HURN Stock Risks: Huron Consulting Group Inc. Investment Risks
- Abnormally low gross margin of 3.3% for a consulting firm suggests either unfavorable service mix, high subcontracting costs, or underlying operational challenges
- Declining profitability: Net income down 9.9% YoY and diluted EPS down 6.9% despite 2.2% revenue growth indicates margin compression
- Low cash position of $24.5M relative to $489.7M long-term debt creates limited financial flexibility for strategic initiatives
- Modest 2.2% YoY revenue growth is underwhelming for management consulting sector and suggests limited market expansion
- Soft top-line growth (+2.2% YoY) and declining net income (-9.9% YoY)
- Moderate leverage with low cash vs. long-term debt (D/E 0.93x; $24.5M cash vs $489.7M debt)
- Margin variability/mix risk indicated by very low reported gross margin and potential utilization swings
Key Metrics to Watch
- Gross margin trend and service line profitability breakdown
- Operating expense ratios and cost structure management
- Free cash flow sustainability and debt paydown trajectory
- Organic revenue growth YoY
- Free cash flow conversion (OCF/NI)
Huron Consulting Group Inc. (HURN) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Huron Consulting Group Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
HURN Profit Margin, ROE & Profitability Analysis
HURN vs Services Sector: How Huron Consulting Group Inc. Compares
How Huron Consulting Group Inc. compares to Services sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Huron Consulting Group Inc. Stock Overvalued? HURN Valuation Analysis 2026
Based on fundamental analysis, Huron Consulting Group Inc. has mixed fundamental signals relative to the Services sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Huron Consulting Group Inc. Balance Sheet: HURN Debt, Cash & Liquidity
HURN Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Huron Consulting Group Inc.'s revenue has grown significantly by 84% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.19 reflects profitable operations.
HURN Revenue Growth, EPS Growth & YoY Performance
HURN Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $370.0M | $27.1M | $1.47 |
| Q2 2025 | $371.7M | $19.4M | $1.09 |
| Q1 2025 | $356.0M | $18.0M | $0.95 |
| Q3 2024 | $358.2M | $21.5M | $1.10 |
| Q2 2024 | $346.8M | $24.7M | $1.27 |
| Q1 2024 | $317.9M | $13.4M | $0.68 |
| Q3 2023 | $285.4M | $17.7M | $0.86 |
| Q2 2023 | $273.3M | $13.9M | $0.66 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Huron Consulting Group Inc. Dividends, Buybacks & Capital Allocation
HURN SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Huron Consulting Group Inc. (CIK: 0001289848)
📋 Recent SEC Filings
❓ Frequently Asked Questions about HURN
What is the AI rating for HURN?
Huron Consulting Group Inc. (HURN) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are HURN's key strengths?
Claude: Strong free cash flow generation of $183M (10.8% FCF margin) demonstrates effective cash conversion and working capital management. Excellent interest coverage ratio of 29.5x indicates minimal financial stress and substantial debt servicing capacity. ChatGPT: Strong free cash flow with OCF > net income and 10.8% FCF margin. Healthy profitability/returns: 10.5% operating margin, 19.9% ROE, 29.5x interest coverage.
What are the risks of investing in HURN?
Claude: Abnormally low gross margin of 3.3% for a consulting firm suggests either unfavorable service mix, high subcontracting costs, or underlying operational challenges. Declining profitability: Net income down 9.9% YoY and diluted EPS down 6.9% despite 2.2% revenue growth indicates margin compression. ChatGPT: Soft top-line growth (+2.2% YoY) and declining net income (-9.9% YoY). Moderate leverage with low cash vs. long-term debt (D/E 0.93x; $24.5M cash vs $489.7M debt).
What is HURN's revenue and growth?
Huron Consulting Group Inc. reported revenue of $1.7B.
Does HURN pay dividends?
Huron Consulting Group Inc. does not currently pay dividends.
Where can I find HURN SEC filings?
Official SEC filings for Huron Consulting Group Inc. (CIK: 0001289848) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is HURN's EPS?
Huron Consulting Group Inc. has a diluted EPS of $5.84.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is HURN a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Huron Consulting Group Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is HURN stock overvalued or undervalued?
Valuation metrics for HURN: ROE of 19.9% (sector avg: 16%), net margin of 6.2% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.
Should I buy HURN stock in 2026?
Our dual AI analysis gives Huron Consulting Group Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is HURN's free cash flow?
Huron Consulting Group Inc.'s operating cash flow is $193.4M, with capital expenditures of $10.4M. FCF margin is 10.8%.
How does HURN compare to other Services stocks?
Vs Services sector averages: Net margin 6.2% (avg: 10%), ROE 19.9% (avg: 16%), current ratio 1.17 (avg: 1.5).