Trade tensions are back in focus as the clock ticks toward the expiration of the current 10% global import tariff and the prospect of fresh Section 301 measures on imports from 60 economies. For investors, that puts US legal services and trade compliance stocks under a brighter spotlight, as companies assess how higher import costs, court challenges, and possible supply chain shifts could affect demand for their expertise. This article unpacks the tariff story in plain language and then walks through 3 stocks from the screener that appear positively exposed to these developments.

Andersen Group (ANDG)

Overview: Andersen Group provides tax, valuation, and financial advisory services to high net worth individuals, family offices, businesses, funds, and institutional clients, with a focus on multigenerational wealth, complex tax planning, and regulatory compliance. The company also offers valuation work and specialist support for funds and real estate vehicles that need to stay aligned with US tax rules.

Operations: Andersen Group generates all of its approximately US$871.4m in revenue from a broad range of tax, valuation, financial advisory, and related consulting services in the United States.

Market Cap: US$4.2b

Andersen Group operates in a tariff sensitive corner of the market because its core business sits at the intersection of tax, regulation, and trade related disputes. The stock is currently priced below some estimates of fair value, and the P/S multiple is lower than many peers. Analysts also note that the company’s outlook depends on its ability to move from current losses to sustainable profitability. At the same time, investors may weigh a highly leveraged balance sheet, a relatively new board and management team, and generous CEO pay against recent revenue trends and the potential uplift from advisory work linked to tariff refunds and Section 301 challenges, particularly while import rules remain in flux.

Andersen Group’s tariff sensitive story is all about valuation meeting complexity, with a lower P/S and loss making status raising questions that a 4 key rewards and 1 important warning sign might answer in a surprising way.

Robert Half (RHI)

Overview: Robert Half provides recruitment, temporary staffing, and consulting services, matching companies with finance, technology, legal, and other skilled professionals while its Protiviti arm advises on regulatory compliance, risk, and internal audit. The company connects employers and candidates globally under the Robert Half and Protiviti brands.

Operations: Robert Half generates about US$3.4b from Contract Talent Solutions, US$1.9b from Protiviti, and US$436.4m from Permanent Placement Talent Solutions, offset by US$484.1m of intersegment eliminations.

Market Cap: US$3.2b

Robert Half stands out in this tariff focused list because Protiviti already works in regulatory compliance and legal advisory, putting it close to the front line as companies respond to new Section 301 measures, supply chain rewiring, and related litigation. At the same time, earnings have been under pressure, with revenue declines, a 2.4% net margin, and a generous dividend that is not well covered by earnings or free cash flow. These factors raise questions about how long current payouts and valuations can be maintained. For investors, the tension between cost actions, buybacks, and growth ambitions on one side and softer demand and higher funding risk on the other makes Robert Half a stock where the tariff story, regulatory work, and future margins could matter more than headline forecasts suggest.

Robert Half’s mix of regulatory consulting, cost actions, and buybacks can look out of sync with its 2.4% net margin and dividend pressures. As a result, the 2 key rewards and 2 important warning signs (1 is major!) might highlight what the market is still missing.

LegalZoom.com (LZ)

Overview: LegalZoom.com runs an online platform that helps small businesses and consumers handle core legal and compliance tasks, from forming an LLC or corporation to filing trademarks, drafting wills, and accessing ongoing legal advice through subscription plans.

Operations: LegalZoom.com generates about US$779.7m in revenue from its online business formation and related legal and compliance services platform.

Market Cap: US$944.1m

LegalZoom.com sits in an interesting spot for tariff focused investors because it connects small businesses and legal professionals at a time when policy changes, including new Section 301 measures and supply chain disruption, are raising the stakes on compliance and documentation. The company is leaning into AI partnerships, higher margin subscription bundles, and products like virtual mail and bookkeeping, while buybacks have already retired roughly 18% of shares since late 2023. At the same time, recent net income pressure, a very high P/E, and funding entirely from higher risk liabilities keep execution risk front and center. For investors, the key question is whether LegalZoom.com’s subscription engine and AI reset can outweigh margin strain and intense competition as tariff related complexity increases.

LegalZoom.com’s AI push, subscription engine, and heavy buybacks could be masking a very different risk reward profile than its headline P/E suggests, and the analysis report for LegalZoom.com hints at one twist investors may be missing

The three stocks in this tariff focused list are just a starting point, and the full US Legal Services and Trade Compliance Firms screener surfaces 10 more US legal services and trade compliance companies with equally detailed narratives around tariffs, customs, and regulatory risk.

Use Simply Wall St to identify and analyze the specific catalysts, regulatory angles, and balance sheet traits that matter most to you so you can concentrate on the opportunities you find most compelling in this corner of the market.

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Seeking Fresh Alternatives Beyond Tariff Plays?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.