Update shared on03 Sep 2025
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.
- The company launched new campus dining solutions including customizable meal plans, myDiningHub digital platform, and Grab & Gather small-scale catering, enhancing flexibility and digital access for students.
- Aramark Student Nutrition started a partnership with Okaloosa County School District, featuring local chef involvement, a farm-to-school initiative, regular student feedback, and expanded career opportunities.
- Completed the repurchase of 3,980,947 shares (1.5% of total) for $139.31 million under its buyback program.
- Issued fiscal 2025 guidance, projecting organic revenue growth of 7.5% to 9.5%.
Valuation Changes
Summary of Valuation Changes for Aramark
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $45.89 to $45.10.
- The Future P/E for Aramark has risen from 20.85x to 22.52x.
- The Net Profit Margin for Aramark has fallen from 3.44% to 3.17%.
Disclaimer
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