Professional
Added to YB: 2025-04-14
Pitch date: 2025-03-31
SW.PA [bullish]
Sodexo S.A.
-7.2%
current return
Author Info
No bio for this author
Company Info
Sodexo S.A. provides food services and facilities management services worldwide. It offers a collection of tailor-made food, venue marketing and event ticketing services in cultural destinations, stadiums and arenas, conference and convention centers, airport lounges, and international events; healthcare and seniors; and learning solutions to schools and universities.
Market Cap
EUR 8.0B
Pitch Price
EUR 59.70
Price Target
N/A
Dividend
4.87%
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Vulcan Value Partners All Cap Review New Position: Sodexo S.A.
SW.PA (new position): Food services & facilities mgmt co. #3 globally. Strong balance sheet, stable rev, long contracts, 95% retention. Founder family owns 40%. Recent mgmt improvements: higher margins, retention, new biz. Spun off noncore, simplified structure. 2/3 rev from food, 1/3 facilities mgmt.
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