Added to YB: 2024-11-26
Pitch date: 2024-11-25
CPG.L [bullish]
Compass Group PLC
-11.79%
current return
Author Info
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Company Info
Compass Group PLC provides food and support services in North America and internationally. The company offers support services, such as cleaning in hospitals; reception services at corporate headquarters; managing remote camps; grounds and facilities services at schools and universities; insurance brokerage services; and others.
Market Cap
GBP 53.5B
Pitch Price
GBP 24.88
Price Target
N/A
Dividend
2.10%
EV/EBITDA
15.65
P/E
28.60
EV/Sales
1.30
Sector
Hotels, Restaurants and Leisure
Category
growth
Compass Group: High Growth, Resilience, and 20%+ ROIC Opportunities
CPG.L: Potential 20% IRR at 24x NTM PE. Strong tailwinds: high organic growth, margin uplift, >80% FCF gen, reinvestment opps at >20% ROIC. Diverse, resilient post-COVID biz w/ competent mgmt. Improved end market dynamics. Compelling compounder for large, long-term position.
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