Sports, Education And Healthcare Wins Will Expand Global Reach

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Aug 24

Updated

04 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-9.7%

7D

0.8%

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1Y

-9.7%

7D

0.8%

You can edit this narrative until Dec 5 12:10 AM. Then, changes will post as Updates.

Author's Valuation

US$44.615.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 0.38%

ARMK: Delayed Contract Starts Will Shift Earnings Momentum Toward Fiscal 2026

Analysts have modestly raised their Aramark price target to approximately $44.60 per share from about $44.43, citing strong underlying business momentum despite near term revenue and earnings pressure from client driven delays in new contract starts, which are now expected to shift growth into FY26. Analyst Commentary Recent Street research highlights a mixed, but generally constructive, view on Aramark, with analysts fine tuning their expectations to reflect both the strength of the core business and the impact of timing related revenue shifts.

Shared on 19 Nov 25

Fair value Decreased 1.48%

ARMK: Delayed Contract Starts Will Drive Revenue Expansion Beyond Fiscal 2025

Aramark's analyst price target has been revised downward from $45.10 to $44.43, as analysts factor in strong underlying business momentum while adjusting for delays in revenue and earnings due to client-driven timing in new contract starts. Analyst Commentary Analyst perspectives on Aramark reflect a mix of optimism about core business trends and caution around near-term uncertainty driven by client timing.

Shared on 03 Sep 25

Fair value Decreased 1.73%

Aramark’s fair value estimate was slightly reduced as a result of a deteriorating net profit margin and an increased future P/E, indicating weaker profitability and pricier valuation. What's in the News Aramark expanded its presence in NCAA collegiate sports by delivering customized hospitality experiences at over 30 football stadiums and secured new partnerships with Arizona State University and the University of Nebraska.

Shared on 07 May 25

Fair value Decreased 1.05%

Shared on 30 Apr 25

Fair value Increased 2.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.24%

Shared on 17 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.55%

Shared on 26 Mar 25

Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$44.6

15.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.84%

Hospitality revenue growth rate

0.50%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.82%

Calculation

US$693.68m

Earnings '28

x

21.80x

PE Ratio '28

=

US$15.13b

Market Cap '28

US$15.13b

Market Cap '28

/

256.53m

No. shares '28

=

US$58.96

Share Price '28

US$58.96 Share Price '28

Discounted to 2025 @ 9.83% p.a.

=

US$44.51

Fair Value '25