Added to YB: 2025-07-31
Pitch date: 2025-06-09
SDXAY [bullish]
Sodexo S.A.
-20.32%
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 7.7B
Pitch Price
EUR 56.95
Price Target
120.00 (+164%)
Dividend
5.04%
EV/EBITDA
7.67
P/E
11.50
EV/Sales
0.49
Sector
Hotels, Restaurants and Leisure
Category
value
Sodexo S.A. - $SDXAY
SDXAY: Global outsourced services leader (€8B mkt cap, €25B rev), trading at 10x vs peers at 20-30x. 94% client retention, 40% family owned. Stock down 34% due to spinoff+special dividend, not performance. Catalysts: contract repricing after inflation squeeze, stabilizing office demand, 5% dividend yield.
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