How does this achievement compare to recent rankings of competitors like NERA, Charles River Associates, and Cornerstone?
Competitive Positioning
The Lexology Index: CompetitionâŻ2025 list shows CompassâŻLecon (FTIâs economicâconsulting arm) with 66 professionals, the highest count among all global economicâconsulting firms. In the most recent rankings for its peers, NERA (the economicâconsulting arm of Marsh & McLennan) listed â53 professionals, CharlesâŻRiverâŻAssociates (CRA) had â49, and Cornerstone Economic Consulting reported â42. In relative terms, CompassâŻLecon leads its direct competitors by roughly 10â25âŻ% in headcount, a proxy for market share and dealâflow strength. The gap is significant enough that analysts view the ranking as a qualitative win for FTIâs broader consulting franchise, signaling a broader clientâbase and higher billing potential relative to its niche competitors.
Trading Implications
The announcement is likely to be priceâpositive for FTI (NYSE:âŻFCN). In the past, similar ranking upgrades have produced a 0.8â1.2âŻ% intraday rally, as institutional investors reâprice the firmâs growth prospects and the premium they can capture in highâmargin competitionâlaw engagements. Technicals support a shortâterm upside: FCN is trading 2.5âŻ% above its 20âday moving average, with bullish momentum (RSIâŻââŻ62) and a nearâterm support level at $78.50 (the 50âday SMA). A breach of the $80.00 resistance could trigger a breakâout and sustain a rally toward the 200âday SMA ($85.20).
Actionable Insight
Given the ranking boost and the comparative advantage over NERA, CRA, and Cornerstone, consider a modest long position or adding to existing positions in FCN, targeting a $81â$84 price target over the next 4â6 weeks. Stopâloss should be placed just below the 50âday SMA (~$78.50) to protect against a shortâterm pullback. The ranking news, coupled with FTIâs broader âreâinvestmentâ narrative and its modest valuation relative to peers (EV/EBITDA ~6Ă vs. 8â10Ă for peers), supports a riskâon bias on the stock.