Sodexo S.A.

ENXTPA:SW Lagerbericht

Marktkapitalisierung: €6.3b

Sodexo Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 2/6

Sodexo verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 28.2%, während die Gewinne der Branche Hospitality jährlich um gewachsen und zwar um 41%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 7.4%. Die Eigenkapitalrendite von Sodexo beträgt 12.6% und die Nettomargen betragen 1.9%.

Wichtige Informationen

28.18%

Wachstumsrate der Gewinne

28.21%

EPS-Wachstumsrate

Hospitality Wachstum der Industrie10.86%
Wachstumsrate der Einnahmen7.43%
Eigenkapitalrendite12.58%
Netto-Marge1.90%
Nächste Ertragsaktualisierung23 Oct 2026

Jüngste Aktualisierungen vergangener Leistungen

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

Recent updates

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk

Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.

SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks

The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.

SW: Future Dividend Support Will Likely Be Constrained By Execution Risks

We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.

SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience

The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.

SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience

Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.

SW: Higher Discount Rate Will Still Support Cash Flow Resilience

Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience

Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.

SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment

Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.

Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.

Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.

North American Education And Healthcare Deals Will Drive Future Success

Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.

North American Education And Healthcare Deals Will Drive Future Success

Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.

Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market

Aug 14
Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market

Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?

Jun 17
Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?
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Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges

Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.

Aufschlüsselung der Einnahmen und Ausgaben

Wie Sodexo Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

ENXTPA:SW Einnahmen, Ausgaben und Erträge (EUR Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
28 Feb 2623,6164491,6800
30 Nov 2523,8455721,6920
31 Aug 2524,0746951,7030
31 May 2524,1236861,7290
28 Feb 2524,1726761,7550
30 Nov 2423,9857071,7490
31 Aug 2423,7987381,7430
31 May 2423,4787281,7460
29 Feb 2423,1577171,7480
30 Nov 2322,8976391,7500
31 Aug 2322,6375601,7510
28 Feb 2321,5825161,5830
30 Nov 2220,9235151,6170
31 Aug 2220,2635141,6500
31 May 2220,1105691,9280
28 Feb 2219,0954431,8680
30 Nov 2118,2622911,8600
31 Aug 2117,4281391,8520
31 May 2116,826-2601,8210
28 Feb 2116,224-6601,7890
30 Nov 2017,773-4871,8540
31 Aug 2019,321-3151,9180
31 May 2020,9611821,9940
29 Feb 2022,6016792,0700
30 Nov 1922,2786722,0380
31 Aug 1921,9546652,0060
31 May 1921,5576541,9960
28 Feb 1921,1596431,9860
30 Nov 1820,7836471,9780
31 Aug 1820,4076511,9700
31 May 1820,3826991,9450
28 Feb 1820,3577471,9190
30 Nov 1720,5287351,9200
31 Aug 1720,6987231,9200
31 May 1720,4916751,9440
28 Feb 1720,2836261,9680
30 Nov 1620,2646321,9870
31 Aug 1620,2456372,0060
31 May 1620,3636772,0250
29 Feb 1620,4807162,0440
30 Nov 1520,1487082,0160
31 Aug 1519,8157001,9870
31 May 1519,2406281,9170

Qualität der Erträge: SW hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: SWDie aktuellen Gewinnspannen (1.9%) sind niedriger als im letzten Jahr (2.8%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: SW ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 28.2% pro Jahr gesteigert.

Beschleunigtes Wachstum: SWDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: SW hatte im vergangenen Jahr ein negatives Gewinnwachstum (-33.6%), was einen Vergleich mit dem Branchendurchschnitt Hospitality (2%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: SWDie Eigenkapitalrendite des Unternehmens (12.6%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/04/30 18:50
Aktienkurs zum Tagesende2026/04/30 00:00
Gewinne2026/02/28
Jährliche Einnahmen2025/08/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Sodexo S.A. wird von 26 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Pravin GondhaleBarclays
Jack CummingsBerenberg
Stuart GordonBerenberg