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Kelly Services Inc. (KELYB) Stock Fundamental Analysis & AI Rating 2026

KELYB Nasdaq Services-Help Supply Services DE CIK: 0000055135
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-28
Combined AI Rating
SELL
67% Confidence
STRONG AGREEMENT
SELL
72% Conf
SELL
62% Conf

📊 KELYB Key Takeaways

Revenue: $4.3B
Net Margin: -6.0%
Free Cash Flow: $114.1M
Current Ratio: 1.54x
Debt/Equity: 0.10x
EPS: $-7.24
AI Rating: SELL with 72% confidence
Kelly Services Inc. (KELYB) receives a SELL rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.3B, net profit margin of -6.0%, and return on equity (ROE) of -26.0%, Kelly Services Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete KELYB stock analysis for 2026.

Is Kelly Services Inc. (KELYB) a Good Investment?

Claude

Kelly Services is experiencing operational deterioration with a $254.1M net loss, negative operating margins (-1.6%), and declining revenue (-1.9% YoY), indicating the staffing services business is under structural pressure. While positive free cash flow ($114.1M) provides a liquidity buffer and the debt/equity ratio (0.10x) remains conservative, the company's negative interest coverage (-5.6x), severely depleted cash position ($33M on $4.3B revenue base), and return metrics (ROE -26%, ROA -11.3%) demonstrate deteriorating financial health and shareholder value destruction.

ChatGPT

Revenue is contracting and profitability is weak, with negative operating income, net losses, and negative returns on equity and assets, signaling structural pressure in a low‑margin staffing model. While leverage is low and free cash flow is positive, margins remain thin and interest coverage is negative, leaving limited evidence of a near‑term return to sustainable profitability without clear execution on cost and growth initiatives.

Why Buy Kelly Services Inc. Stock? KELYB Key Strengths

Claude
  • + Positive free cash flow of $114.1M despite operating losses suggests operational cash generation capability
  • + Conservative debt levels with debt-to-equity of 0.10x and manageable interest obligations
  • + Adequate current ratio of 1.54x indicates near-term liquidity for current obligations
ChatGPT
  • + Low leverage (0.10x D/E) provides flexibility
  • + Positive operating cash flow and free cash flow despite losses
  • + Adequate liquidity with 1.54x current and quick ratios

KELYB Stock Risks: Kelly Services Inc. Investment Risks

Claude
  • ! Unprofitable operations with -6.0% net margin and negative operating income unable to support debt servicing
  • ! Revenue contraction (-1.9% YoY) indicates loss of market share or declining demand in staffing sector
  • ! Critically low cash reserves of $33M relative to $4.3B revenue base limits financial flexibility and operating margin for error
  • ! Negative return metrics (ROE -26%, ROA -11.3%) demonstrate ongoing shareholder value destruction
ChatGPT
  • ! Persistent operating and net losses with negative interest coverage
  • ! Revenue decline in a cyclical, low‑margin industry
  • ! Small cash balance ($33M) if cash generation weakens

Key Metrics to Watch

Claude
  • * Operating margin trajectory - must return to positive territory
  • * Revenue stabilization - need reversal of YoY decline to indicate demand recovery
  • * Cash position and working capital efficiency - critical given depleted cash reserves
  • * Net income and EPS progression toward profitability
ChatGPT
  • * Operating margin and interest coverage turning positive
  • * Free cash flow margin and revenue growth trend

Kelly Services Inc. (KELYB) Financial Metrics & Key Ratios

Revenue
$4.3B
Net Income
$-254.1M
EPS (Diluted)
$-7.24
Free Cash Flow
$114.1M
Total Assets
$2.3B
Cash Position
$33.0M

💡 AI Analyst Insight

The relatively thin 2.7% FCF margin may limit capital allocation flexibility.

KELYB Profit Margin, ROE & Profitability Analysis

Gross Margin 20.1%
Operating Margin -1.6%
Net Margin -6.0%
ROE -26.0%
ROA -11.3%
FCF Margin 2.7%

KELYB vs Services Sector: How Kelly Services Inc. Compares

How Kelly Services Inc. compares to Services sector averages

Net Margin
KELYB -6.0%
vs
Sector Avg 10.0%
KELYB Sector
ROE
KELYB -26.0%
vs
Sector Avg 16.0%
KELYB Sector
Current Ratio
KELYB 1.5x
vs
Sector Avg 1.5x
KELYB Sector
Debt/Equity
KELYB 0.1x
vs
Sector Avg 0.7x
KELYB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Kelly Services Inc. Stock Overvalued? KELYB Valuation Analysis 2026

Based on fundamental analysis, Kelly Services Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
-26.0%
Sector avg: 16%
Net Profit Margin
-6.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
Sector avg: 0.7x

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.

Kelly Services Inc. Balance Sheet: KELYB Debt, Cash & Liquidity

Current Ratio
1.54x
Quick Ratio
1.54x
Debt/Equity
0.10x
Debt/Assets
0.0%
Interest Coverage
-5.63x
Long-term Debt
$101.9M

KELYB Revenue & Earnings Growth: 5-Year Financial Trend

KELYB 5-year financial data: Year 2021: Revenue $5.4B, Net Income $112.4M, EPS $2.84. Year 2022: Revenue $5.0B, Net Income -$72.0M, EPS $-1.83. Year 2023: Revenue $5.0B, Net Income $156.1M, EPS $3.91. Year 2024: Revenue $5.0B, Net Income -$62.5M, EPS $-1.64. Year 2025: Revenue $4.8B, Net Income $36.4M, EPS $0.98.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Kelly Services Inc.'s revenue has remained relatively flat over the 5-year period, with a 10% decline. The most recent EPS of $0.98 reflects profitable operations.

KELYB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.7%
Free cash flow / Revenue

KELYB Quarterly Earnings & Performance

Quarterly financial performance data for Kelly Services Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $935.0M $800.0K $0.02
Q2 2025 $1.1B $4.6M $0.12
Q1 2025 $1.0B $5.8M $0.16
Q3 2024 $1.0B $800.0K $0.02
Q2 2024 $1.1B $4.6M $0.12
Q1 2024 $1.0B $10.9M $0.29
Q3 2023 $1.1B $6.6M $0.18
Q2 2023 $1.2B $2.2M $0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Kelly Services Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$122.6M
Cash generated from operations
Capital Expenditures
$8.5M
Investment in assets
Dividends Paid
$11.0M
Returned to shareholders

KELYB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Kelly Services Inc. (CIK: 0000055135)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 DEF 14A d37355ddef14a.htm View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 23, 2026 4 xslF345X06/form4.xml View →
Mar 23, 2026 4 xslF345X06/form4.xml View →
Mar 18, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about KELYB

What is the AI rating for KELYB?

Kelly Services Inc. (KELYB) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KELYB's key strengths?

Claude: Positive free cash flow of $114.1M despite operating losses suggests operational cash generation capability. Conservative debt levels with debt-to-equity of 0.10x and manageable interest obligations. ChatGPT: Low leverage (0.10x D/E) provides flexibility. Positive operating cash flow and free cash flow despite losses.

What are the risks of investing in KELYB?

Claude: Unprofitable operations with -6.0% net margin and negative operating income unable to support debt servicing. Revenue contraction (-1.9% YoY) indicates loss of market share or declining demand in staffing sector. ChatGPT: Persistent operating and net losses with negative interest coverage. Revenue decline in a cyclical, low‑margin industry.

What is KELYB's revenue and growth?

Kelly Services Inc. reported revenue of $4.3B.

Does KELYB pay dividends?

Kelly Services Inc. pays dividends, with $11.0M distributed to shareholders in the trailing twelve months.

Where can I find KELYB SEC filings?

Official SEC filings for Kelly Services Inc. (CIK: 0000055135) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KELYB's EPS?

Kelly Services Inc. has a diluted EPS of $-7.24.

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 KELYB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Kelly Services Inc. has a SELL rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KELYB stock overvalued or undervalued?

Valuation metrics for KELYB: ROE of -26.0% (sector avg: 16%), net margin of -6.0% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy KELYB stock in 2026?

Our dual AI analysis gives Kelly Services Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KELYB's free cash flow?

Kelly Services Inc.'s operating cash flow is $122.6M, with capital expenditures of $8.5M. FCF margin is 2.7%.

How does KELYB compare to other Services stocks?

Vs Services sector averages: Net margin -6.0% (avg: 10%), ROE -26.0% (avg: 16%), current ratio 1.54 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-28 | Powered by Claude AI