Sodexo

16/07/26 -"While we have upgraded DCF which now points to a substantial upside, we have maintained at this stage the discount to peers on other valuation metrics. This is mechanically capping our target price, ..."

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English
Published on
16/07/26
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16/07/26
Sodexo’s new CEO held a convincing investor day, detailing the path to 2030, with organic growth and operating margin both set to exceed 5%. Focus ...
16/07/26
While we have upgraded DCF which now points to a substantial upside, we have maintained at this stage the discount to peers on other valuation ...
02/07/26
The increase in EPS is primarily driven by the €2bn share repurchase programme (c.16% of market cap). We expect €1,250m of the buyback to be ...
01/07/26
Our target price was adjusted down marginally following our revised EPS estimates.

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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