Kelly Services, Inc. (KELYA) vs Insperity, Inc. (NSP)

Kelly Services, Inc. and Insperity, Inc. are both Staffing & Employment Services companies. Insperity, Inc. is the larger, with a market value of $1.8B against $590.2M — 3.1× the size. Insperity, Inc. grew revenue faster over the last twelve months: 2.64% against −9.63%. Insperity, Inc. has the higher net margin (−0.23% vs −6.73%) and the higher return on invested capital (0.00% vs −5.54%). Both pay a dividend; Insperity, Inc. yields more (2.31% vs 1.41%). Across the 21 metrics below, Insperity, Inc. leads on 14 and Kelly Services, Inc. on 7.

Valuation

Metric KELYA NSP Staffing & Employment Services median
P/E n/m n/m 24.32
P/S 0.14 0.26 0.41
P/B 0.58 29.80 1.28
Price to free cash flow 26.60 9.37 18.57
EV/EBITDA 10.18 37.48 10.55
EV/Sales 0.15 0.22 0.40
Earnings yield (47.39%) (0.90%) 0.99%
Free cash flow yield 3.76% 10.67% 2.79%

Profitability

Metric KELYA NSP Staffing & Employment Services median
Gross margin 19.67% 12.89% 23.11%
Operating margin (2.26%) (0.04%) 0.08%
Net margin (6.73%) (0.23%) 0.23%
Free cash flow margin 0.53% 2.82% 1.23%
Return on equity (24.32%) (18.50%) 2.31%
Return on assets (11.41%) (0.75%) 0.00%
Return on invested capital (5.54%) 0.00% 0.00%

Growth

Metric KELYA NSP Staffing & Employment Services median
Revenue growth (TTM) (9.63%) 2.64% 0.69%
EPS growth (last fiscal year) (36,100.00%) (107.85%) —
Revenue growth, 5-year CAGR (1.20%) 9.70% 1.23%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KELYA NSP Staffing & Employment Services median
Debt to equity 0.08 6.87 0.08
Current ratio 1.50 1.11 1.50
Net debt to EBITDA 0.81 (10.66) (0.22)

Dividend

Metric KELYA NSP Staffing & Employment Services median
Dividend yield 1.41% 2.31% 2.16%
Payout ratio 7.50 0.45 0.30

Size

Metric KELYA NSP Staffing & Employment Services median
Market cap 590.17m 1.83b 590.17m

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