Added to YB: 2025-08-27
Pitch date: 2025-08-24
ARMK [bullish]
Aramark
-6.13%
current return
Author Info
No bio for this author
Company Info
Aramark provides food and facilities services to education, healthcare, business and industry, sports, leisure, and corrections clients in the United States and internationally.
Market Cap
$10.0B
Pitch Price
$39.86
Price Target
N/A
Dividend
1.10%
EV/EBITDA
6.20
P/E
28.00
EV/Sales
0.90
Sector
Hotels, Restaurants and Leisure
Category
growth
Some Notes on $ARMK
ARMK: Contract catering #2 in US, decent quality biz w/ recurring revenue, high cash conversion. Record Q2/Q3 performance, on pace for high end of 4-5% net new growth target. Potential MSD-HSD organic revenue growth, >10% EPS growth. Trading 18x vs CPG 25x multiple. Risk: 4.2x leverage (targeting 3x by Sep-25), labor/food inflation exposure.
Read full article (2 min)