Sodexo（SW）株式概要
Sodexo S.A.は世界中でフードサービスと施設管理サービスを提供している。 詳細
SW Community Fair Values
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Analyst Price Targets
Sodexo S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €45.70 |
| 52週高値 | €62.05 |
| 52週安値 | €35.50 |
| ベータ | 0.17 |
| 1ヶ月の変化 | 8.29% |
| 3ヶ月変化 | -3.83% |
| 1年変化 | -22.41% |
| 3年間の変化 | -55.20% |
| 5年間の変化 | -42.37% |
| IPOからの変化 | 155.71% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Aug 14
Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market
ENXTPA:SW 1 Year Share Price vs Fair Value Explore Sodexo's Fair Values from the Community and select yours When close...分析記事 • Jun 17
Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
新しいナラティブ • 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.株主還元
| SW | FR Hospitality | FR 市場 | |
|---|---|---|---|
| 7D | -0.5% | 0.6% | 1.5% |
| 1Y | -22.4% | -9.9% | -1.1% |
業界別リターン: SW過去 1 年間で-9.9 % の収益を上げたFrench Hospitality業界を下回りました。
リターン対市場: SWは、過去 1 年間で-1.1 % のリターンを上げたFrench市場を下回りました。
価格変動
| SW volatility | |
|---|---|
| SW Average Weekly Movement | 5.2% |
| Hospitality Industry Average Movement | 4.9% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 3.0% |
安定した株価: SW 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SWの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 370,378 | Thierry Delaporte | www.sodexo.com |
Sodexo S.A.は、世界中でフードサービスと施設管理サービスを提供している。同社は、文化的な観光地、スタジアムやアリーナ、会議やコンベンションセンター、空港ラウンジ、国際的なイベント、ヘルスケアや高齢者、学校や大学への学習ソリューションにおいて、オーダーメイドのフード、会場マーケティング、イベントチケッティングサービスを提供している。また、小売サービス、フードデリバリー、ミール＆フードバウチャーからなるフードサービス、デジタルフードオーダーサービス、節約・購買ソリューション、データ＆デジタルツール、アドバイザリーサービス＆クライアントサポート、ワークライフバランス＆従業員体験ソリューションも提供している。さらに、技術サービス管理、資産管理、ビルメンテナンス、入退室管理、ディープクリーニング、エネルギー管理、スペースプランニング、プロジェクト管理、フロントサービス、グランドメンテナンス、廃棄物管理、HVACシステム、郵便物管理、商業用清掃、ワークスペース管理、害虫駆除サービスなどの施設管理サービスも提供している。以前はSodexho Allianceとして知られ、2008年にSodexo S.A.に社名を変更した。Sodexo S.A.は1966年に設立され、フランスのイッシー・レ・ムリノーに本社を置いている。
Sodexo S.A. 基礎のまとめ
| SW 基礎統計学 | |
|---|---|
| 時価総額 | €6.66b |
| 収益（TTM） | €449.00m |
| 売上高(TTM) | €23.62b |
14.8x
PER（株価収益率0.3x
P/SレシオSW は割高か？
公正価値と評価分析を参照収益と収入
| SW 損益計算書（TTM） | |
|---|---|
| 収益 | €23.62b |
| 売上原価 | €21.01b |
| 売上総利益 | €2.60b |
| その他の費用 | €2.15b |
| 収益 | €449.00m |
直近の収益報告
Feb 28, 2026
次回決算日
Oct 23, 2026
| 一株当たり利益（EPS） | 3.08 |
| グロス・マージン | 11.02% |
| 純利益率 | 1.90% |
| 有利子負債／自己資本比率 | 131.9% |
SW の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.9%
現在の配当利回り88%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 17:14 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/08/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sodexo S.A. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Pravin Gondhale | Barclays |
| Jack Cummings | Berenberg |
| Stuart Gordon | Berenberg |