Compass Group plcCPG.LPAST TOP PICKApr 07, 2025Stock price when the opinion was issued
As of Jul 17, 2024. Market Open.
Catering. Food courts, hospitals, schools, sports stadiums, offshore drilling. Revenues growing 8-10% per year. Huge free cashflow. Trend is that more and more companies want to outsource food supply. 60% of revenues are in US. Double-digit earnings growth, trades at 23x earnings. Compelling story. (Target price in pounds.) Yield is 2%.
(Analysts’ price target is $2336.82)
Keeps making niche acquisitions, cutting costs, and generating pretty solid profit growth.