A Fresh Look at ManpowerGroup (MAN) Valuation After Wave of Major Analyst Downgrades

ManpowerGroup (NYSE:MAN) is in the spotlight this week as a wave of analyst downgrades from major banks, including Goldman Sachs and JP Morgan, has brought renewed attention to its stock performance and business outlook.

See our latest analysis for ManpowerGroup.

Despite the recent licensing deal in Saudi Arabia and a new strategic partnership in Arizona aimed at workforce development, the momentum for ManpowerGroup’s stock continues to fade. Shares have slid sharply this year, with a staggering year-to-date share price return of -50.35 percent and a one-year total shareholder return of -53.97 percent. This reflects both the persistent analyst downgrades and shifting investor sentiment around growth prospects and risk.

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The sharp drop in ManpowerGroup’s stock leaves investors wondering if the sell-off has gone too far and created a discount, or if the current price already reflects all of the company’s forward-looking challenges and risks.

Most Popular Narrative: 32.6% Undervalued

With a fair value estimate of $42 per share and the last close at $28.32, the narrative signals that ManpowerGroup could be trading at a sizeable discount. The gap raises big questions about what’s really priced in, and whether consensus views on future growth are too pessimistic, too optimistic, or just right.

ManpowerGroup's ongoing investment in AI-driven digital platforms like PowerSuite and Sophie AI is accelerating operational efficiency, enabling more precise sales targeting and automation of recruiting workflows. This should drive scalable revenue growth and net margin expansion as these tools are deployed across more regions and business lines.

Read the complete narrative.

Wondering what powers this turnaround thesis? It is all about bold moves in tech, ambitious future margins, and a profit formula that is anything but ordinary. Hungry for the real growth drivers and the provocative profit path that underpins the consensus? Click through to see how it all adds up.

Result: Fair Value of $42 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent weakness in key European markets and rising competition from tech-enabled platforms could still disrupt ManpowerGroup’s recovery trajectory.

Find out about the key risks to this ManpowerGroup narrative.

Build Your Own ManpowerGroup Narrative

If you see the story differently or want to dig into the numbers yourself, you can craft your own narrative in just a few minutes. Do it your way

A great starting point for your ManpowerGroup research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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