Sodexo is a global foodservice provider that also offers facility management services. Foodservice is its largest division, contributing 65% of group revenue. Sodexo’s largest operations are in North America (53% of operating profit), followed by Europe (30%) and the rest of the world.
Sodexo’s food GPO, Entegra, has achieved comparable scale to Compass, increasing the likelihood it can close the margin gap with operational improvements.
Despite its comparable size, Entegra has significantly lower compliance rates, which has led to historically lower margins compared with Compass and Foodbuy.
|
Metric
|
SW
|
ARMK
|
ECL
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.84 | 26.12 | 34.16 |
Price/Book Value | 2.17 | 4.23 | 7.56 |
Price/Sales | 0.33 | 0.74 | 4.57 |
Price/Cash Flow | 7.81 | 14.93 | 22.87 |
|
Metric
|
SW
|
ARMK
|
ECL
|
|---|---|---|---|
Quick Ratio | 0.92 | 1.03 | 1.50 |
Current Ratio | 1.02 | 1.28 | 1.84 |
Interest Coverage | 4.30 | 2.39 | 8.94 |
|
Metric
|
SW
|
ARMK
|
ECL
|
|---|---|---|---|
Return on Assets (Normalized) | 4.13% | 4.11% | 8.85% |
Return on Equity (Normalized) | 16.34% | 17.32% | 23.06% |
Return on Invested Capital (Normalized) | 7.56% | 8.38% | 12.44% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Cintas Corp
CTAS
| LOCK|jL&T$fh& | LOCK|^l% | $78B | |||
| RELX PLC
RLXXF
| — | LOCK|k< | $58B | |||
| RELX PLC ADR
RELX
| LOCK|r$Y<$Q$ | LOCK|&?W | $58B | |||
| Thomson Reuters Corp
TRI
| LOCK|$N<FCPJ& | LOCK|Trvp# | $43B | |||
| Copart Inc
CPRT
| LOCK|j?<<fq | LOCK|L%> | $25B | |||
| Global Payments Inc
GPN
| LOCK|!%n<h@ | LOCK|WV#tx | $21B | |||
| RB Global Inc
RBA
| LOCK|kJ^Q?<% | LOCK|@?V?T | $15B | |||
| Aramark
ARMK
| LOCK|P^Bt$y | LOCK|k&< | $14B | |||
| UL Solutions Inc Class A common stock
ULS
| LOCK|d!@<?cY | LOCK|^#cvf | $13B | |||
| Rentokil Initial PLC ADR
RTO
| LOCK|GKs<&?W | LOCK|q&NF | $10B |
United States