Added to YB: 2025-10-06
Pitch date: 2025-08-19
ARMK [bullish]
Aramark
-5.56%
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
$39.62
Price Target
62.00 (+66%)
Dividend
1.10%
EV/EBITDA
6.20
P/E
28.00
EV/Sales
0.90
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Aramark - $ARMK
ARMK: #3 global food service provider trading 18x NTM EPS vs peers at 19x. New mgmt since 2019 drove organic growth from 0-1% to 6%+ matching Compass, win rate doubled to 30%. High teens EPS growth from 6%+ organic revenue growth + 40-50bps annual margin expansion. Recession-proof 95% retention, 30% US/40% EU outsourcing runway. $62 target (19x 2028E EPS), 57% upside/low-20s IRR.
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