Sodexo Performance degli utili passati
Criteri Il passato verificati 2/6
Sodexo ha registrato una crescita degli utili a un tasso medio annuo di 28.2%, mentre il settore Hospitality ha registrato utili in crescita a un tasso medio annuo di 38.1%. I ricavi sono stati in crescita a un tasso medio annuo di 7.4%. Il ritorno sul capitale proprio di Sodexo è 12.6% e ha margini netti di 1.9%.
Informazioni chiave
28.18%
Tasso di crescita degli utili
28.21%
Tasso di crescita dell'EPS
| Hospitality Crescita del settore | 10.86% |
| Tasso di crescita dei ricavi | 7.43% |
| Rendimento del capitale proprio | 12.58% |
| Margine netto | 1.90% |
| Prossimo aggiornamento sugli utili | 23 Oct 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Sep 03
SW: Higher P E Assumptions Will Test Execution On Large New Contracts
Analysts have raised the Sodexo fair value estimate from €48.76 to €52.66, reflecting updated price targets and views that recent research supports modestly higher revenue assumptions and a somewhat richer future P/E of around 18x. Analyst Commentary Recent research on Sodexo points to a mixed but generally constructive tone on valuation and execution.
Aggiornamento narrativa • Aug 14
SW: Transformation Execution Risks Will Likely Limit Benefits Of Recent Contract Wins
Sodexo's analyst fair value estimate has moved from €40.00 to €41.00, with analysts pointing to a series of higher Street price targets and expectations for the company’s multi year transformation as key support for the change. Analyst Commentary Recent Street research on Sodexo shows a wide spread of views on the stock, with several firms adjusting price targets and ratings as they reassess the company’s execution and multi year transformation plans.
Aggiornamento narrativa • Jul 30
SW: Contract Wins And Shift And Grow Plan Will Support Margin Execution
The analyst fair value estimate for Sodexo has been raised from €50.00 to €65.00, reflecting higher Street price targets around €59 to €64.20 and analyst views that the company is entering a multi year transformation with an adjusted P/E assumption in the updated model. Analyst Commentary Recent research on Sodexo points to a cluster of higher valuation marks across the Street, even where ratings remain cautious.Aggiornamento narrativa • Jul 16
SW: Higher P E Assumptions Will Challenge Future Cash Flow Resilience
The analyst price target for Sodexo has been raised by about €4 to €48.76, with analysts citing slightly firmer revenue growth assumptions, a marginally lower discount rate and a higher future P/E multiple as key supports for the updated valuation. Analyst Commentary Recent research on Sodexo points to a gradual reset higher in valuation expectations, with several firms lifting their price targets while keeping more cautious stock ratings.Aggiornamento narrativa • Jul 02
SW: Future Earnings Execution Risks Will Likely Restrain Raised Guidance Benefits
The analyst price target for Sodexo in this Narrative Update moves from €38.50 to €40.00, reflecting valuation work that aligns with recent Street research, where some analysts raised their Sodexo targets, citing updated assumptions around revenue growth, margins and future P/E, even as others trimmed their views. Analyst Commentary Recent Street research on Sodexo shows a split view, with some firms lifting targets while others lean more cautious.Aggiornamento narrativa • Jun 18
SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential
The Sodexo analyst price target has been revised to €50 from €49, as analysts factor in slightly higher revenue growth and profit margin assumptions, alongside a marginally higher discount rate and a modestly lower future P/E. Analyst Commentary Recent research commentary around Sodexo points to a mix of views, but the latest revision to a €50 price target sits in the context of several earlier adjustments, including both increases and reductions to prior targets.Aggiornamento narrativa • Jun 04
SW: Reset Discount Rate And Mixed Execution Will Pressure Future Cash Flow Resilience
Analysts have adjusted the Sodexo fair value estimate from €51.15 to about €44.68. This reflects updated price targets in the €44 to €57 range and mixed views on revenue growth, margins and future P/E assumptions.Aggiornamento narrativa • May 21
SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential
Analysts have made slight adjustments to the blended price target on Sodexo, with recent moves such as Citi lifting its target to €49. This comes alongside a cluster of reductions from other banks, generally reflecting updated views on revenue growth, margins and appropriate future P/E levels.Aggiornamento narrativa • May 01
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.Articolo di analisi • Apr 18
There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings
The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...Aggiornamento narrativa • Apr 16
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.Aggiornamento narrativa • Apr 02
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.Aggiornamento narrativa • Mar 18
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.Aggiornamento narrativa • Mar 04
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.Aggiornamento narrativa • Feb 18
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.Aggiornamento narrativa • Feb 04
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.Aggiornamento narrativa • Jan 21
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.Aggiornamento narrativa • Jan 06
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.Aggiornamento narrativa • Dec 23
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.Articolo di analisi • Dec 17
Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70
Sodexo S.A. ( EPA:SW ) has announced that it will be increasing its dividend from last year's comparable payment on the...Aggiornamento narrativa • Dec 09
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.Aggiornamento narrativa • Nov 25
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.Articolo di analisi • Nov 20
Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's
Sodexo S.A.'s ( EPA:SW ) dividend will be increasing from last year's payment of the same period to €2.70 on 23rd of...Aggiornamento narrativa • Nov 05
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.Articolo di analisi • Nov 03
Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70
The board of Sodexo S.A. ( EPA:SW ) has announced that it will be paying its dividend of €2.70 on the 23rd of December...Aggiornamento narrativa • Oct 22
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.Aggiornamento narrativa • Oct 08
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.Aggiornamento narrativa • Sep 02
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.
Nuova narrativa • Nov 12
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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Sodexo guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 28 Feb 26 | 23,616 | 449 | 1,680 | 0 |
| 30 Nov 25 | 23,845 | 572 | 1,692 | 0 |
| 31 Aug 25 | 24,074 | 695 | 1,703 | 0 |
| 31 May 25 | 24,123 | 686 | 1,729 | 0 |
| 28 Feb 25 | 24,172 | 676 | 1,755 | 0 |
| 30 Nov 24 | 23,985 | 707 | 1,749 | 0 |
| 31 Aug 24 | 23,798 | 738 | 1,743 | 0 |
| 31 May 24 | 23,478 | 728 | 1,746 | 0 |
| 29 Feb 24 | 23,157 | 717 | 1,748 | 0 |
| 30 Nov 23 | 22,897 | 639 | 1,750 | 0 |
| 31 Aug 23 | 22,637 | 560 | 1,751 | 0 |
| 28 Feb 23 | 21,582 | 516 | 1,583 | 0 |
| 30 Nov 22 | 20,923 | 515 | 1,617 | 0 |
| 31 Aug 22 | 20,263 | 514 | 1,650 | 0 |
| 31 May 22 | 20,110 | 569 | 1,928 | 0 |
| 28 Feb 22 | 19,095 | 443 | 1,868 | 0 |
| 30 Nov 21 | 18,262 | 291 | 1,860 | 0 |
| 31 Aug 21 | 17,428 | 139 | 1,852 | 0 |
| 31 May 21 | 16,826 | -260 | 1,821 | 0 |
| 28 Feb 21 | 16,224 | -660 | 1,789 | 0 |
| 30 Nov 20 | 17,773 | -487 | 1,854 | 0 |
| 31 Aug 20 | 19,321 | -315 | 1,918 | 0 |
| 31 May 20 | 20,961 | 182 | 1,994 | 0 |
| 29 Feb 20 | 22,601 | 679 | 2,070 | 0 |
| 30 Nov 19 | 22,278 | 672 | 2,038 | 0 |
| 31 Aug 19 | 21,954 | 665 | 2,006 | 0 |
| 31 May 19 | 21,557 | 654 | 1,996 | 0 |
| 28 Feb 19 | 21,159 | 643 | 1,986 | 0 |
| 30 Nov 18 | 20,783 | 647 | 1,978 | 0 |
| 31 Aug 18 | 20,407 | 651 | 1,970 | 0 |
| 31 May 18 | 20,382 | 699 | 1,945 | 0 |
| 28 Feb 18 | 20,357 | 747 | 1,919 | 0 |
| 30 Nov 17 | 20,528 | 735 | 1,920 | 0 |
| 31 Aug 17 | 20,698 | 723 | 1,920 | 0 |
| 31 May 17 | 20,491 | 675 | 1,944 | 0 |
| 28 Feb 17 | 20,283 | 626 | 1,968 | 0 |
| 30 Nov 16 | 20,264 | 632 | 1,987 | 0 |
| 31 Aug 16 | 20,245 | 637 | 2,006 | 0 |
| 31 May 16 | 20,363 | 677 | 2,025 | 0 |
| 29 Feb 16 | 20,480 | 716 | 2,044 | 0 |
| 30 Nov 15 | 20,148 | 708 | 2,016 | 0 |
Guadagni di qualità: SW ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SW (1.9%) sono inferiori rispetto allo scorso anno (2.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: SW è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 28.2% all'anno.
Accelerare la crescita: SW ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: SW ha avuto una crescita negativa degli utili ( -33.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Hospitality ( 2% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12.6% ) di SW è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/14 23:45 |
| Prezzo dell'azione a fine giornata | 2026/09/14 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 |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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 28 analisti. 17 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 |
| Jack Cummings | Berenberg |
| Stuart Gordon | Berenberg |