How profitable is Kelly Services Inc. (Class B) (KELYB)?

In FY 2025 (10-K), KELYB converted $4.3B of revenue into a 20.1% gross margin, 0% operating margin, and $122.6M in free cash flow (2.9% FCF margin).

Stock Ratings / Consumer Discretionary / KELYB / financials

KFRC (75) BBSI (68) BWMN (60) EFOR (71) ⌘ Pro Terminal →

Kelly Services Inc. (Class B) (KELYB) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$26.64 -2.58% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $26.47

Kelly Services Inc. (Class B) (KELYB) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C • HOLD / WATCH Cap $949.7M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on KELYB Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is KELYB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Kelly Services Inc. (Class B) (NASDAQ: KELYB) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $26.64 (-2.58% 1D, market cap $949.7M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 14/20, and Executive Insider Alignment 12/20. Across 1009 tracked Consumer Discretionary issuers, KELYB ranks #286 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does KELYB compare to KFRC and BBSI in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Professional Services), KELYB carries a Roarable C (62/100 RQD), trailing P/E of N/A, gross margin of 20.1%, and ROIC of -5.8%. By comparison, KFRC (Kforce Inc.) holds a B grade (75/100 RQD, P/E 29.8x, ROIC 32.3%, cap $1.03B) and BBSI (Barrett Business Services Inc.) posts a C+ grade (68/100 RQD, P/E 14.4x, ROIC 33.6%, cap $788.4M). Among the 5-stock peer group, EFOR leads on earnings multiple (13.4x) while BBSI leads on capital efficiency (33.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for KELYB?

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Per KELYB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-28, CIK 0000055135), Kelly Services Inc. (Class B) generated $4.25B in revenue (-1.9% YoY), -$600.0K in net income, and $122.6M in free cash flow against $2.25B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $26.47 (-0.65%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 2.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY • 54.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+1.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for KELYB)Realized 20D OHLCV Swing Band: ±3.7%

Deterministic 5-Pillar Attribution (62/100 Composite)

🔍 WHY KELYB SCORES 62/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+14/20 pts (23% of score)

FRED Regime × Technicals: 16% of 52W Range • RSI-14 at 72.6 (OVERBOUGHT (>70))

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (21% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 4/9

▼ #1 Drag / Risk Factor: Whale & Options Positioning11/20 pts (-9 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-9 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$22.13+1.2% Next Q

Q2 (-2Q)

Grade C$22.40+27.2% Next Q

Q3 (-1Q)

Grade C$28.50-6.5% Next Q

Current

Grade C$26.64+0.7% Hist 90D α

Trajectory: C- (54) → C (62)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the KELYB Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 62/100 (C) score, KELYB faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 17.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($23.58) or 200D SMA ($19.35) invalidates the momentum regime and cuts Target Base ($27.12) toward Bear Floor ($21.15).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $KELYB• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “KELYB Beats Next Quarter EPS Consensus (Dec 27, 2026) & Holds Above 200D SMA”

YES 62%NO 38%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How KELYB Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$122.6M (2.9% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $4.84B

FY24

Rev $4.33B

FY25

Rev $4.25B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$4.25B	20.1%	-1.6%	-$600.0K	$122.6M	-5.8%
FY 2024	$4.33B	20.4%	-0.3%	-$600.0K	$26.9M	-1%
FY 2023	$4.84B	20.1%	0.5%	$36.4M	$76.7M	-5.8%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring KELYB)

✓Walkthrough of KELYB's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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KELYB // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +68.29%▲ ASCENDING CHANNEL

2026-11-03O $27.35H $27.35L $26.64C $26.64VOL 184

RES: $28.89SUP: $21.90SMA50: $23.58SMA200: $19.35

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

KELYB Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 KELYB Butterfly Map → + Track KELYB →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

8.0%/yr Implied 5Y Growth

vs. -1.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on KELYB today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for KELYB. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for KELYB today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (KELYB)

Consumer Discretionary Rank #286 of 1009 ⚔️ KFRC vs KELYB Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (KELYB vs. KFRC, BBSI, BWMN, EFOR)

Industry: Professional Services (48 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Kelly Services Inc. (Class B) (KELYB) ranks #286 by composite RQD confidence (62/100, grade C) and #509 by equity capitalization ($949.7M). Within this direct 5-issuer industry benchmark cohort, EFOR leads on earnings valuation at 13.4x trailing P/E, while BBSI leads on capital efficiency and profitability with 33.6% ROIC and 21.0% gross margin. KFRC currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with KELYB at 62/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
KELYB ACTIVE Kelly Services Inc. (Class B)	C	62/100	—	20.1%	-5.8%	-2.58%	$949.7M	Benchmark Subject
KFRC Kforce Inc.	B	75/100	29.8x	27.2%	32.3%	+1.50%	$1.03B	/kfrc-vs-kelyb →
BBSI Barrett Business Services Inc.	C+	68/100	14.4x	21.0%	33.6%	+2.67%	$788.4M	/bbsi-vs-kelyb →
BWMN Bowman Consulting Group Ltd.	C-	60/100	57.8x	53.4%	6.2%	-0.02%	$743.7M	/bwmn-vs-kelyb →
EFOR Everforth Inc.	B-	71/100	13.4x	28.9%	6.5%	-1.78%	$1.57B	/efor-vs-kelyb →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-28 • CIK 0000055135 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-28), Kelly Services Inc. (Class B) (KELYB) reported GAAP revenue of $4.25B (-1.9% vs. FY2024 revenue of $4.33B , and -12.1% cumulative change since FY2023) , GAAP net income of -$600.0K, operating cash flow of $122.6M, and free cash flow of $122.6M (+355.8% YoY). On the balance sheet, KELYB closed FY2025 with $2.25B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-28	$4.25B	-$600.0K	$122.6M	$122.6M	$2.25B	—
FY2024 (FY)	2024-12-29	$4.33B	-$600.0K	$26.9M	$26.9M	$2.63B	—
FY2023 (FY)	2023-12-31	$4.84B	$36.4M	$76.7M	$76.7M	—	—

3. KELYB Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is KELYB stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does KELYB compare to KFRC and BBSI in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for KELYB?

Where is KELYB trading relative to its 50-day, 200-day, and 52-week technical levels?

KELYB last traded at $26.64 (-2.58% on volume of 2,513 shares), positioning the stock +12.98% above its 50-day simple moving average ($23.58) and +37.67% above its 200-day simple moving average ($19.35). Across its 52-week range of $8.38 to $125.00, KELYB sits at the 15.7% percentile with a 14-day RSI of 72.6 (OVERBOUGHT (>70)) and an implied next-earnings move of ±3.7% ($25.65 to $27.63).

Direct Sub-Reports: KELYB RQD Cockpit KELYB 12M Forecast KELYB Earnings & Move KELYB Dividends & DRIP KELYB Insiders & 13F KELYB Whale Options KELYB Profit Sankey KELYB News & Why

ROARABLE RATING BRIEF • RQD 62/100 (C) ✓ SEC XBRL & RQD VERIFIED

KELYB — Kelly Services Inc. (Class B): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-28

1. Roarable Rating Brief: What This Means to a Prospective Investor

Kelly Services Inc. (Class B) (KELYB) earns a live Roarable RQD composite score of 62/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $26.64 (-2.58% 1D, market capitalization $949.7M).

Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of -5.8%, gross margin of 20.1%, operating margin of -1.6%, and free cash flow yield of 12.91%.
Whale 13F & Options Flow (11/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (14/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 4/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Kelly Services Inc. (Class B) is a NASDAQ-listed issuer classified in the Consumer Discretionary sector and Professional Services industry. The company has a market capitalization of $0.9B per the same section.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-28), Kelly Services Inc. (Class B) (KELYB) reported $4.25B in annual revenue (up from $4.33B in FY2024, -1.9% YoY) and -$600.0K in GAAP net income. Over the multi-year SEC filing window from FY2023 ($4.84B revenue, $36.4M net income) through FY2025, KELYB scaled operating cash flow to $122.6M and free cash flow to $122.6M, backed by $2.25B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (C • RQD 62/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of 12.91% and institutional whale pillar of 11/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $8.38 – $125.00 52-week range.
🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh current valuation against -1.6% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Professional Services (Consumer Discretionary), KELYB carries a macro regime beta of 1.00 and gross margin of 20.1%.

Key Question #1: Can KELYB sustain or expand its -1.6% operating margin and -5.8% ROIC against Professional Services peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $4.25B and free cash flow of $122.6M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is KELYB's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

KELYB Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Kelly Services Inc. (Class B) (KELYB) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to KELYB Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo! Finance Canada • 21h ago

Kelly Services, Inc. (KELYA) Stock Price, News, Quote & History

Yahoo! Finance Canada report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Nasdaq • 1d ago

Kelly Services, Inc. Rings the Closing Bell

Nasdaq report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investing.com • 1d ago

Kelly Services delivers 67% return after Fair Value signal

Investing.com report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 1d ago

Kelly Services Q2 2026 Earnings Call Transcript

Benzinga report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE https://www.siam.in/ • 1d ago

Kelly Services (KELYB) Holds Flat at $22.19 as Shares Sit Between Key Technical Levels - Post-Earnings Moves

https://www.siam.in/ report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Traders Daily • 1d ago

Why (KELYB) Price Action Is Critical for Tactical Trading

Stock Traders Daily report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Traders Daily • 1d ago

Technical Reactions to KELYB Trends in Macro Strategies

Stock Traders Daily report covering Kelly Services Inc. (Class B) (KELYB) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 4d ago

Kelly® Introduces AI-Powered Intake and Workforce Intelligence Capabilities in Sevayo®

Enhancements to workforce technology platform enable faster, better-informed talent decisionsFacts at a Glance: Sevayo is now powered by an AI assistant that guides hiring managers through workforce decisions.New voice-e

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

KELYB Bull vs. Bear Conversation Board — What's Your Call at $26.64?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON KELYB 🐻 33% BEARISH CONVICTION

BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $34.46 (+26.0%)

📌 Pinned Debate

Free cash flow of $122.6M in FY 2025 and an FCF yield of 12.91% indicate strong cash generation despite operating losses.

Long KELYB at $27.35 targeting $34.46. Free cash flow of $122.6M in FY 2025 and an FCF yield of 12.91% indicate strong cash generation despite operating losses.. Institutional whale score is 11/20 and the risk/reward vs. the $8.38 52-week low is skewed heavily in favor of bulls.

RetailWhale_TX 🐂 BULL

Both sides have a point here — KELYB's 13/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $23.25 (-15.0%)

Spot @ $27.35

Revenue declined from $4.84B in FY 2023 to $4.25B in FY 2025 while operating income turned negative to -$69.8M, with ROIC at -5.8%.

Fading this rally in KELYB at $27.35. Revenue declined from $4.84B in FY 2023 to $4.25B in FY 2025 while operating income turned negative to -$69.8M, with ROIC at -5.8%.. With a beta of 1.0 and the stock sitting at $27.35 (52-wk range $8.38–$125.00), the easy multiple expansion is already priced in.