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NBB
Norman Broadbent PLC
400/1000 Overall fit
AI beneficiary 35% 25
Operating leverage 25% 62
Valuation 25% 30
Downside protection 15% 56
First-pass take
Completed 4-year turnaround with strong margin expansion (NFI +32%, EBITDA margin 3→11%) demonstrates operating leverage in people-dependent services model. Cyclical recruitment business with no AI revenue exposure; net cash and low customer concentration (9% max) provide modest downside protection. No valuation multiples disclosed.
Flags
no-valuation-datacyclicalservices-basedmicro-capturnaround-complete