Compass Group PLC

LSE:CPG 株式レポート

時価総額:US$49.8b

Compass Group 配当と自社株買い

配当金 基準チェック /36

Compass Group配当を支払う会社であり、現在の利回りは2.23%で、収益によって十分にカバーされています。

主要情報

2.2%

配当利回り

0.2%

バイバック利回り

総株主利回り2.5%
将来の配当利回り3.0%
配当成長2.7%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向60%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 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.
新しいナラティブ 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?
ナラティブ更新 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.
新しいナラティブ 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?
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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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新しいナラティブ 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.

決済の安定と成長

配当データの取得

安定した配当: CPGの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: CPGの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Compass Group 配当利回り対市場
CPG 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CPG)2.2%
市場下位25% (GB)2.3%
市場トップ25% (GB)5.7%
業界平均 (Hospitality)2.6%
アナリスト予想 (CPG) (最長3年)3.0%

注目すべき配当: CPGの配当金 ( 2.23% ) はUK市場の配当金支払者の下位 25% ( 2.27% ) と比べると目立ったものではありません。

高配当: CPGの配当金 ( 2.23% ) はUK市場の配当金支払者の上位 25% ( 5.69% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: CPGの配当金は、合理的な 配当性向 ( 59.9% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: CPGは合理的な 現金配当性向 ( 56.5% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。


高配当企業の発掘

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2026/05/08 14:07
終値2026/05/08 00:00
収益2025/09/30
年間収益2025/09/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Compass Group PLC 19 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。31

アナリスト機関
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