Sodexo Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Thierry Delaporte
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | n/a |
| Durata media del management | 7.3yrs |
| Durata media del Consiglio di amministrazione | 4.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
SW: Rebased Market Expectations Will Highlight Execution And Cash Generation Potential
The analyst price target for Sodexo has shifted from €65.50 to €50.00. This change is broadly in line with recent cuts from several banks as analysts recalibrate their assumptions on growth, margins and future P/E multiples.There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings
Apr 18
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 17SW: 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 20SW: 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 03Analyst 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 14Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?
Jun 17
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.AMMINISTRATORE DELEGATO
Thierry Delaporte (58 yo)
less than a year
Mandato
Mr. Thierry Delaporte has been Group Chief Executive Officer of Sodexo S.A. since November 10, 2025. He is Chief Executive Officer of Sodexo North America since January 1, 2026. He was Independent Director...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 10.7yrs | €1.75m | 0.0083% € 523.1k | |
| Group CEO & Chief Executive Officer of Sodexo North America | less than a year | Nessun dato | Nessun dato | |
| Group Chief Financial Officer | 2yrs | Nessun dato | Nessun dato | |
| Group Chief Tech | no data | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group General Counsel | 7.7yrs | Nessun dato | Nessun dato | |
| Group Chief Communications & Public Affairs Officer | no data | Nessun dato | Nessun dato | |
| Group Chief Human Resources Officer | 5.3yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of Pluxee | no data | Nessun dato | Nessun dato | |
| Chief Growth & Commercial Officer | 9yrs | Nessun dato | Nessun dato | |
| President of APMEA | 7.3yrs | Nessun dato | Nessun dato | |
| President of Europe | 7.3yrs | Nessun dato | Nessun dato |
7.3yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di SW è esperto e expertise (durata media dell'incarico 7.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO Sodexo Live! & Worldwide and Director | 36.8yrs | €1.75m | 0.0083% € 523.1k | |
| Director | 36.8yrs | €638.69k | 0.025% € 1.6m | |
| Non-Independent Director | 3.4yrs | €815.62k | Nessun dato | |
| Lead Independent Director | 2.4yrs | €107.00k | 0.00051% € 32.2k | |
| Independent Director | 6.3yrs | €152.00k | 0.00027% € 17.1k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 4.4yrs | €121.50k | 0.00027% € 17.1k | |
| Independent Director | 5.3yrs | €72.50k | 0.00027% € 17.1k | |
| Chairwoman | 36.8yrs | €2.94m | 0.0055% € 345.0k | |
| Employee Representative Director | 10.7yrs | €92.00k | Nessun dato | |
| Employee Representative Director | 1.4yrs | €40.60k | Nessun dato |
4.9yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SW sono considerati esperti (durata media dell'incarico 4.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/02 01:45 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2025/08/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sodexo S.A. è coperta da 26 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Pravin Gondhale | Barclays |
| Stuart Gordon | Berenberg |
| Jack Cummings | Berenberg |