Compass Group PLC

CPG: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Compass Earnings: First Time Outsourcers Continue to Fuel Growth

Ben Slupecki

Feb 6, 2025

Narrow-moat Compass Group delivered a solid first-quarter fiscal 2025 trading update, growing organic revenue by 9%. Growth was broad-based, with all regions expanding by at least 7.5%. Management reaffirmed 2025 guidance of high-single-digit operating profit growth, organic revenue growth above 7.5%, and ongoing margin progression with which we are in line. However, if current spot rates stand, management anticipates a negative impact of $560 million on revenue and $36 million on operating profit. Compass Group shares screen as fairly valued relative to our GBX 2,550 fair value estimate.

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Compass Group PLC

Compass Earnings: First Time Outsourcers Continue to Fuel Growth

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