Sodexo reported strong fiscal fourth-quarter results, with organic revenue up 2.6%. North America was a standout, unexpectedly returning to flat organic growth. Management confirmed 2027 guidance, which helped shares rise 7% in Oct. 23 trading.
Sodexo’s food GPO, Entegra, has achieved comparable scale to Compass, increasing the likelihood it can close the margin gap with operational improvements.
Despite its comparable size, Entegra has significantly lower compliance rates, which has led to historically lower margins compared with Compass and Foodbuy.
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Metric
|
SW
|
ECL
|
ARMK
|
|---|---|---|---|
Price/Earnings (Normalized) | 15.39 | 36.68 | 26.56 |
Price/Book Value | 2.31 | 7.83 | 4.30 |
Price/Sales | 0.36 | 4.75 | 0.75 |
Price/Cash Flow | 10.50 | 24.55 | 15.19 |
|
Metric
|
SW
|
ECL
|
ARMK
|
|---|---|---|---|
Quick Ratio | 0.83 | 1.50 | 1.03 |
Current Ratio | 0.88 | 1.84 | 1.28 |
Interest Coverage | 2.78 | 8.94 | 2.39 |
|
Metric
|
SW
|
ECL
|
ARMK
|
|---|---|---|---|
Return on Assets (Normalized) | 3.45% | 8.85% | 4.11% |
Return on Equity (Normalized) | 13.67% | 23.06% | 17.32% |
Return on Invested Capital (Normalized) | 6.90% | 12.44% | 8.38% |
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1-Day Chart
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United States