Landon Capital

Resources Connection, Inc. (Nasdaq:RGP) is a consulting firm for business clients in North America, Europe, Asia, and Latin America. Specifically, they partner their clients with specialized consultants to deliver impact outcomes to mission-critical projects through finance and digital transformations, mergers and acquisitions, supply chain optimization, and more. Historically, they have an 87% retention rate of Fortune 100 clients and have done USD 826 million over the last year.

Comps: Advantage Solutions Inc. (Nasdaq;ADV), Conduent Incorporated (Nasdaq:CNDT)

Before we compare, it is important to point out that Resources Connection about USD 600 million in market capitalization, while Advantage Solutions and Conduent Incorporated are USD 800 million and USD 900 million, respectively. With that contrast in mind, Resources Connection is superior in most key metrics including earnings per share, price to earnings, debt to equity, profit margin, return on equity, and net income. In addition, they provide investors with more than a 3% yield, while the other two do not offer one.