Public Policy Holding Company, Inc. (PPHC) AI Stock Analysis

Public Policy Holding Company, Inc. engages in the provision of consulting services in the United States. The company operates through three segments: Government Relations Consulting, Corporate Communications & Public Affairs Consulting Services, and Compliance and Insights Services. Its Government Relations Consulting segment provides federal and state advocacy, strategic guidance, political intelligence, and issue monitoring services. The Corporate Communications & Public Affairs Consulting Services segment provides crisis communications, financial communications and investor relations, litigation support, community relations, social and digital media, public opinion research, branding and messaging, and relationship marketing. The Compliance and Insights Services segment offers lobbying compliance services and legislative tracking.

Revenue grew from $97.6M in FY2021 to $186.5M in FY2025, achieving a 5-year revenue CAGR of 17.7%. Annual revenue increased 27.4% in FY2025, following growth of 5.9% in FY2024 and 29.4% in FY2023. Gross margin dropped to 10.0% in FY2025 from 94.1% in FY2024. Operating margin was -10.1% in FY2025 compared to -3.1% in FY2024, while net margin was -20.9% alongside net income of -$39.0M and EPS of $0.42. For the trailing twelve months ended June 30, 2026, revenue reached $200.9M with quarterly revenue growth year-over-year of 7.3%, an operating margin of -4.2%, and EPS of -$1.99.

As of June 30, 2026, the company held $36.9M in cash and short-term investments against total debt of $72.3M, resulting in net debt of $35.3M. Total assets stood at $240.8M and shareholders' equity was $110.9M, with a current ratio of 1.60 and a debt-to-equity ratio of 0.65. During FY2025, operating cash flow reached $24.8M and free cash flow was $24.8M. Cash usage included capital expenditures of $11,000 and dividends paid of $8.7M.

PPHC shares closed at $10.25 on October 16, 2026, between a 52-week low of $7.00 and a 52-week high of $15.15. The stock carries a forward P/E of 9.8x, below the 17.2x median of its US-listed Industrials peers, and an EV-to-revenue ratio of 1.9x. Its price-to-sales multiple is 1.5x, matching the 1.5x peer median. The stock has a beta of -0.01, while the S&P 500 returned 16.8% over the past one year and 83.0% over five years.

The company pays a semiannual dividend with an annual forward dividend of $0.36, representing a dividend yield of 3.49%. The dividend payout ratio is 5.7%. The last ex-dividend date was September 25, 2026, following $8.7M in total dividends paid during FY2025.

All 3 covering analysts rate the stock a Strong Buy, with 0 Buy, 0 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target is $17.00, representing upside of 65.9% compared to the last close of $10.25. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $214.6M and EPS of $1.26. For the next fiscal year, 3 analysts project revenue of $235.6M and EPS of $1.38. The next earnings date is November 9, 2026.

This page is an AI-written research summary of Public Policy Holding Company, Inc. (PPHC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: PPHC income statement, PPHC balance sheet, PPHC key metrics, PPHC analyst forecast, PPHC chart. See the PPHC stock overview for the latest quote and news.