Sodexo S.A.

ENXTPA:SW Stok Raporu

Piyasa değeri: €6.7b

Sodexo Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Sodexo kazanç ve gelirin sırasıyla yıllık 14.9% ve 2.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 15% olacağı tahmin edilmektedir.

Anahtar bilgiler

14.9%

Kazanç büyüme oranı

13.53%

EPS büyüme oranı

Hospitality kazanç büyümesi14.1%
Gelir büyüme oranı2.8%
Gelecekteki özkaynak getirisi14.99%
Analist kapsamı

Good

Son güncelleme19 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

ENXTPA:SW - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (EUR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
8/31/202825,2335503291,03213
8/31/202724,38346825290916
8/31/202623,63424322078115
2/28/202623,616449625968N/A
11/30/202523,845572628966N/A
8/31/202524,074695631964N/A
5/31/202524,123686649986N/A
2/28/202524,1726766671,008N/A
11/30/202423,9857078151,164N/A
8/31/202423,7987389621,320N/A
5/31/202423,4787289981,355N/A
2/29/202423,1577171,0331,390N/A
11/30/202322,8976391,0141,362N/A
8/31/202322,6375609951,333N/A
2/28/202321,5825167611,036N/A
11/30/202220,9235157591,036N/A
8/31/202220,2635147561,035N/A
5/31/202220,110569595937N/A
2/28/202219,095443512838N/A
11/30/202118,262291606910N/A
8/31/202117,428139699982N/A
5/31/202116,826-260613885N/A
2/28/202116,224-660526788N/A
11/30/202017,773-487374710N/A
8/31/202019,321-315222632N/A
5/31/202020,961182488937N/A
2/29/202022,6016797531,241N/A
11/30/201922,278672N/A1,255N/A
8/31/201921,954665N/A1,268N/A
5/31/201921,557654N/A1,251N/A
2/28/201921,159643N/A1,233N/A
11/30/201820,783647N/A1,183N/A
8/31/201820,407651N/A1,133N/A
5/31/201820,382699N/AN/AN/A
2/28/201820,357747N/A1,140N/A
11/30/201720,528735N/A1,101N/A
8/31/201720,698723N/A1,062N/A
5/31/201720,491675N/AN/AN/A
2/28/201720,283626N/A769N/A
11/30/201620,264632N/A857N/A
8/31/201620,245637N/A945N/A
5/31/201620,363677N/A1,000N/A
2/29/201620,480716N/A1,055N/A
11/30/201520,148708N/A1,036N/A
8/31/201519,815700N/A1,017N/A
5/31/201519,240628N/A948N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SW 'nin tahmini kazanç büyümesi (yıllık 14.9% ) tasarruf oranının ( 2.5% ) üzerindedir.

Kazançlar ve Piyasa: SW şirketinin kazançlarının (yıllık 14.9% ) French pazarından (yıllık 12.4% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: SW şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: SW şirketinin gelirinin (yıllık 2.8% ) French pazarından (yıllık 5.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SW şirketinin gelirinin (yıllık 2.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SW 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 15 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 17:12
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2025/08/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Sodexo S.A. 26 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Pravin GondhaleBarclays
Jack CummingsBerenberg
Stuart GordonBerenberg