Korn/Ferry International (KFY)
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-04
NYSEIndustrialsStaffing & Employment ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · KFY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -13.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 19.2% |
Growth built into the price is above our model estimate.
The price assumes 32.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
KFY — restructuring
Dated 2026-09-09
Other Events. Korn Ferry (the “Company”) is filing this Current Report on Form 8-K (“Form 8-K”) to recast historical segment information as set forth in the Company’s Annual Report on Form 10-K for the year ended April 30, 2026, as filed with the Securities and Exchange Commission (“SEC”) on June 26, 2026 (“Original Report”). The information in this Form 8-K is not an amendment or restatement of the Original Report. As mentioned in the Original Report, effective May 1, 2026 for the Company’s…
Why it matters: AMS closed on September 1. Q2 results will include two months of AMS and test its early contribution.
Watch forQ2 fee revenue is at least $860 million and adjusted EBITDA margin is at least 16.8%, within the stated ranges.
Also watch forQ2 fee revenue is below $860 million or adjusted EBITDA margin is below 16.8%.
Why it matters: APAC revenue grew just 1%, and earnings fell. A decline in revenue would add pressure to regional results.
Worry ifAPAC fee revenue falls below its year-ago level in the next reported quarter.
Less concerning ifAPAC fee revenue grows at least 1% year over year, matching or beating Q1 growth.
Why it matters: Americas led regional growth, with fee revenue up 9%. A sharp slowdown would weaken the broad growth story.
Watch forAmericas fee revenue grows at least 9% year over year in the next reported quarter.
Also watch forAmericas fee revenue grows less than 9% year over year, or falls.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$98 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $268 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,825 loss on $10,000 · 18.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.