Compass Group PLC

Report azionario LSE:CPG

Capitalizzazione di mercato: US$49.8b

Compass Group Gestione

Criteri Gestione verificati 2/4

Compass Group Il CEO è Dominic Blakemore, nominato in Jan2018, ha un mandato di 8.33 anni. possiede direttamente 0.037% delle azioni della società, per un valore di $ 18.65M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.7 anni e 4.5 anni.

Informazioni chiave

Dominic Blakemore

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO8.3yrs
Proprietà del CEO0.04%
Durata media del management4.7yrs
Durata media del Consiglio di amministrazione4.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi Apr 27

CPG: Margin Resilience And Premium P/E Will Support Future Upside

Analysts have made a small trim to Compass Group's fair value estimate, moving their price target from about $38.60 to roughly $38.50. This adjustment reflects updated views on discount rates, profit margins and P/E assumptions following recent research, including an upgrade and a separate target cut.
Nuova analisi Apr 15

Outsourcing Tailwinds And Technology Scale Will Support Long Term Contract Wins

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on outsourced catering and facilities services across sectors such as business and industry, education, health care and sports and leisure. What are the underlying business or industry changes driving this perspective?
Aggiornamento dell'analisi Apr 10

CPG: Premium P/E And Margins Will Support Upside After Mixed Rating Moves

Analysts have lifted their price target on Compass Group from about $28.62 to roughly $38.60, citing updated fair value assumptions, a slightly higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations following recent research moves, including an upgrade and a separate target cut. Analyst Commentary Recent research points to a mixed but constructive view on Compass Group, with one upgrade and a separate price target cut feeding into the latest fair value work.
Nuova analisi Apr 01

Slower Outsourcing Benefits And Incremental Margins Will Shape A Balanced Long Term Outlook

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on sector based onsite catering, vending, and facilities services for clients across business, education, health care, sports and leisure, and remote sites. What are the underlying business or industry changes driving this perspective?
Aggiornamento dell'analisi Mar 27

CPG: Premium P/E And Margins Will Support Upside After Modest Discount Rate Shift

Compass Group's analyst price target has been trimmed by £1.00, as analysts factor in updated fair value and discount rate assumptions alongside refreshed views on revenue growth, margins and future P/E, consistent with the recent target cut reported by RBC Capital. Analyst Commentary Analysts cutting the price target by £1.00 are mainly fine tuning their models rather than signaling a major change in view.
Aggiornamento dell'analisi Mar 11

CPG: Premium P/E And Margins Will Support Upside Despite Trimmed Expectations

Analysts have trimmed their price target on Compass Group to £28.56 from £28.03, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research highlighting a £1.00 reduction from RBC Capital. Analyst Commentary Recent Street research, including the £1.00 trim in the formal target, suggests analysts are fine tuning their expectations around Compass Group rather than making a wholesale change in view.
Aggiornamento dell'analisi Feb 24

CPG: Premium P/E Framework Will Reward Execution On Revenue Mix And Margins

Analysts have trimmed their price target on Compass Group by £1.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research such as the latest target change from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the £1.00 trim to the price target as a fine tuning of valuation inputs rather than a fundamental reset of the Compass Group equity story.
Aggiornamento dell'analisi Feb 09

CPG: Premium P/E And Dividend Framework Will Support Long Runway

Narrative Update The updated analyst price target for Compass Group shifts modestly to £28.19 from £28.33, as analysts balance mixed recent price target moves with slight adjustments to growth, margin, and P/E assumptions in their models. Analyst Commentary Recent research updates on Compass Group give you a mixed but useful read on how the Street is thinking about the shares, with one increase and one reduction in price targets feeding into the modest change in the overall average target.
Articolo di analisi Feb 06

Does Compass Group (LON:CPG) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento dell'analisi Jan 25

CPG: Strengthened European Platform And Returns Profile Will Support Long Runway

Analysts have nudged their fair value estimate for Compass Group slightly higher to £28.33 per share from £28.23, citing recent price target increases and upgraded views on long term EBITA growth, European growth potential, and an improved returns profile. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as "sustainably enhanced" long term EBITA growth as a key support for higher fair value estimates and price targets.
Aggiornamento dell'analisi Jan 10

CPG: Strengthened European Platform And Better Returns Profile Should Drive Future Upside

Analysts have inched their blended price target higher to about £31.00 per share, supported by updated assumptions for slightly stronger revenue growth, modestly improved profit margins, and a marginally higher future P/E multiple, which align with recent Street research highlighting a stronger long term growth platform and improved returns profile. Analyst Commentary Recent Street research on Compass Group has focused on fine tuning upside potential and reassessing how much of the long term growth and returns story is already reflected in the share price.
Articolo di analisi Jan 01

If EPS Growth Is Important To You, Compass Group (LON:CPG) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Dec 20

There's Reason For Concern Over Compass Group PLC's (LON:CPG) Price

Compass Group PLC's ( LON:CPG ) price-to-earnings (or "P/E") ratio of 29.2x might make it look like a strong sell right...
Aggiornamento dell'analisi Dec 14

CPG: Shares Will Benefit From Strengthened European Platform And Improved Returns Profile

Analysts have nudged their fair value estimate for Compass Group slightly lower to approximately $28.15 from about $28.38. This reflects a modestly higher discount rate, offset by stronger expected revenue growth and a higher future P/E multiple that support recent price target increases.
Aggiornamento dell'analisi Nov 29

CPG: Shares Will Benefit From Strengthened European Platform And Upside Potential

Analysts have modestly lowered their fair value target for Compass Group from £28.64 to £28.38, reflecting slightly softer long-term growth and margin expectations. However, continued upgrades elsewhere suggest confidence in the company's improving fundamentals.
Articolo di analisi Nov 27

Are Compass Group PLC (LON:CPG) Investors Paying Above The Intrinsic Value?

Key Insights Compass Group's estimated fair value is UK£18.73 based on 2 Stage Free Cash Flow to Equity Compass Group's...
Aggiornamento dell'analisi Nov 15

CPG: Shares Poised For 20% Upside On European Expansion Momentum

Narrative Update on Compass Group Analysts have increased their price target for Compass Group from £28.12 to £28.64 per share, reflecting expectations of improved long-term growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts are emphasizing Compass Group's ongoing improvement in long-term EBITA growth and view it as a key driver for potential share price appreciation.
Articolo di analisi Nov 08

A Look Into Compass Group's (LON:CPG) Impressive Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Aggiornamento dell'analisi Nov 01

CPG: Lower Discount Rate Will Unlock Future Operational Synergies From Acquisitions

Analysts have raised their price target on Compass Group slightly. The target has increased from $28.10 to $28.12, citing incremental improvements in projected revenue growth and profit margins.
Aggiornamento dell'analisi Oct 17

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Compass Group's analyst price target has been modestly increased from £27.72 to £28.10. This change reflects updated analyst expectations for steady revenue growth, stable margins, and slightly lower discount rates.
Aggiornamento dell'analisi Oct 03

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

The analyst price target for Compass Group has increased modestly, rising by £0.30 to £27.72 per share. Analysts cite strengthened revenue growth and improved valuation multiples as supporting factors for their revised outlook.
Articolo di analisi Sep 26

These 4 Measures Indicate That Compass Group (LON:CPG) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento dell'analisi Sep 18

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Despite improved organic revenue growth, strong contract wins, enhanced margin expansion, and robust cash flow generation supporting a positive outlook for Compass Group, analysts have slightly reduced their consensus price target from £27.74 to £27.42. Analyst Commentary Bullish analysts cited improved organic revenue growth trends and resilient contract wins across key regions.
Aggiornamento dell'analisi Aug 27

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Despite robust organic revenue growth, improved margins, solid cash flow, and ongoing geographic expansion supporting long-term prospects, Compass Group’s consensus analyst price target has marginally decreased from £27.94 to £27.44. Analyst Commentary Bullish analysts point to robust organic revenue growth, driven by strong contract wins and client retention.
Articolo di analisi Jun 28

Compass Group (LON:CPG) Knows How To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
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Nuova analisi Feb 15

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Strategic focus on core markets and digital initiatives is expected to enhance organic revenue growth and improve future net margins.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Dominic Blakemore rispetto agli utili di Compass Group?
DataCompenso totaleStipendioUtili della società
Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024n/an/a

US$1b

Sep 30 2024US$13mUS$2m

US$1b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023n/an/a

US$2b

Sep 30 2023US$9mUS$1m

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022n/an/a

US$1b

Sep 30 2022US$4mUS$1m

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$964m

Dec 31 2021n/an/a

US$738m

Sep 30 2021US$4mUS$1m

US$481m

Jun 30 2021n/an/a

US$5m

Mar 31 2021n/an/a

-US$482m

Dec 31 2020n/an/a

-US$148m

Sep 30 2020n/an/a

US$172m

Jun 30 2020US$1mUS$1m

US$747m

Mar 31 2020n/an/a

US$1b

Dec 31 2019n/an/a

US$1b

Sep 30 2019US$6mUS$1m

US$1b

Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Dominic sia ragionevole rispetto ad aziende di dimensioni simili nel mercato UK.

Compensazione vs guadagni: La retribuzione di Dominic è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Dominic Blakemore (56 yo)

8.3yrs
Mandato
US$12,700,047
Compensazione

Mr. Dominic William Blakemore had been Independent Non-Executive Director at London Stock Exchange Group Plc since January 01, 2020 until April 23, 2026. Mr. Blakemore is the Group Chief Executive of Compa...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Dominic Blakemore
Group CEO & Director8.3yrsUS$12.70m0.037%
$ 18.6m
Petros Parras
Group CFO & Director2.4yrsUS$2.36m0.0033%
$ 1.6m
Charles Brown
Group COO of North America & Director2.4yrsUS$8.61m0.015%
$ 7.6m
Alison Yapp
Group General Counsel & Company Secretary7.6yrsNessun datoNessun dato
Michael Young
Director of Corporate Policy and Communications19.9yrsNessun datoNessun dato
Deborah Lee
Group Chief People Officer4.7yrsNessun datoNessun dato
Robin Mills
Chief Executive Officer of Compass Group UK & Ireland6.5yrsNessun datoNessun dato
Gareth Sharpe
Chief Financial Officer of UK & Ireland4.8yrsNessun datoNessun dato
Shelley Roberts
Group Chief Commercial Officer4.3yrsNessun datoNessun dato
Kathinka Friis-Moller
Chief Executive Officer of Europe & the Middle East4.3yrsNessun datoNessun dato
Gaetan L'Hermite
Chief Executive Officer of Asia Pacific3.6yrsNessun datoNessun dato
4.7yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di CPG è considerato esperto (durata media dell'incarico 4.7 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Dominic Blakemore
Group CEO & Director14.3yrsUS$12.70m0.037%
$ 18.6m
Petros Parras
Group CFO & Director2.4yrsUS$2.36m0.0033%
$ 1.6m
Charles Brown
Group COO of North America & Director4.6yrsUS$8.61m0.015%
$ 7.6m
Ian Meakins
Independent Non-Executive Chairman5.7yrsUS$796.84k0.0034%
$ 1.7m
John Bryant
Independent Non-Executive Director7.7yrsUS$208.57k0.00093%
$ 463.1k
Juliana Chugg
Non-Executive Director1.7yrsUS$1.34k0.00023%
$ 114.5k
Leanne Wood
Non-Executive Director3yrsUS$143.06k0.00028%
$ 139.4k
Anne-Francoise Michele Rankine
Senior Independent Non-Executive Director7.8yrsUS$213.92k0.00070%
$ 348.6k
Arlene Isaacs-Lowe
Independent Non-Executive Director4.5yrsUS$175.15k0.00031%
$ 154.4k
Liat Ben-Zur
Non-Executive Director1.8yrsUS$33.42k0.00025%
$ 124.5k
Sundar Raman
Independent Non-Executive Director4.3yrsUS$139.05k0.00030%
$ 149.4k
4.5yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CPG sono considerati esperti (durata media dell'incarico 4.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 19:28
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/09/30
Utili annuali2025/09/30

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Compass Group PLC è coperta da 31 analisti. 19 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.

AnalistaIstituzione
Victoria Lee SternBarclays
Pravin GondhaleBarclays
Victoria Lee SternBarclays