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Stock Analysis & ValuationVolt Information Sciences, Inc. (VOLT)

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$32.22
Sector Valuation Confidence Level
Moderate
Valuation methodValue, $Upside, %
Artificial intelligence (AI)n/an/a
Intrinsic value (DCF)n/a
Graham-Dodd Method1.74-95
Graham Formula0.98-97

Strategic Investment Analysis

Company Overview

Volt Information Sciences, Inc. (NYSE: VOLT) is a leading provider of staffing and workforce solutions, serving diverse industries such as aerospace, automotive, IT, finance, and healthcare. Founded in 1950 and headquartered in Orange, California, Volt operates through three key segments: North American Staffing, International Staffing, and North American MSP (Managed Service Programs). The company offers contingent staffing, direct placement, recruitment process outsourcing (RPO), and specialized talent management solutions. Volt differentiates itself through its managed service programs, which optimize workforce procurement, supplier management, and payroll services for clients. With a global footprint spanning the U.S., Europe, Canada, and Asia Pacific, Volt caters to multinational corporations and local businesses alike. Despite challenges in the competitive staffing industry, Volt maintains relevance through its diversified service offerings and adaptability to evolving labor market trends. The company’s focus on technology-driven staffing solutions positions it as a key player in the $152 billion global staffing industry.

Investment Summary

Volt Information Sciences presents a high-risk, high-reward investment opportunity due to its volatile beta (2.48) and modest market cap (~$67.6M). The company reported FY2021 revenue of $885.4M and net income of $1.37M, reflecting thin margins typical of the staffing industry. While Volt maintains a solid cash position ($71.4M), its total debt ($99.6M) raises leverage concerns. The staffing sector is highly cyclical, and Volt’s performance is sensitive to macroeconomic conditions. However, its diversified service portfolio and managed service programs (MSP) provide recurring revenue streams. Investors should weigh the company’s exposure to labor market fluctuations against its potential for recovery in a post-pandemic hiring surge.

Competitive Analysis

Volt Information Sciences competes in the fragmented staffing industry, where differentiation is challenging. Its primary competitive advantage lies in its managed service programs (MSP), which offer end-to-end workforce solutions, including supplier management and payroll services—a sticky revenue stream. However, Volt lacks the scale of industry giants like ManpowerGroup or Adecco, limiting its pricing power. The company’s international presence provides geographic diversification but also exposes it to currency risks and regulatory complexities. Volt’s beta of 2.48 indicates higher volatility than peers, likely due to its smaller size and reliance on cyclical industries. While its technology-driven staffing solutions are a strength, Volt faces intense competition from larger firms with stronger brand recognition and digital platforms. The company’s ability to maintain profitability (EPS of $0.06 in FY2021) in a low-margin industry is commendable but may not be sustainable without operational improvements. Its debt-to-equity ratio suggests financial leverage could constrain growth initiatives.

Major Competitors

  • ManpowerGroup Inc. (MAN): ManpowerGroup is a global leader in staffing with a strong brand and extensive international reach. Its scale allows for better margins and diversified service offerings, including RPO and talent consulting. However, its size can lead to slower adaptation to market shifts compared to smaller players like Volt.
  • Adecco Group AG (AHEXY): Adecco dominates the European staffing market and has a robust MSP division. Its financial strength and global footprint overshadow Volt’s capabilities, but Volt’s niche focus in North America and specialized solutions provide localized advantages.
  • Robert Half International Inc. (RHI): Robert Half excels in specialized staffing (finance, IT, legal) with higher-margin services. Volt’s broader industrial focus differentiates it but lacks the premium pricing power of Robert Half’s niche expertise.
  • Korn Ferry (KFY): Korn Ferry competes in executive search and talent consulting, overlapping with Volt’s RPO services. Korn Ferry’s higher-value services command better margins, but Volt’s MSP solutions offer more recurring revenue stability.
  • ASGN Incorporated (ASGN): ASGN focuses on IT and professional staffing, a higher-growth segment than Volt’s industrial-heavy portfolio. ASGN’s tech specialization gives it an edge in a digitalizing economy, but Volt’s diversified client base provides recession resilience.
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